Welcome to Aptly! This article will review each section of Aptly.
Aptly Overview
The best way to understand Aptly is to get your feet wet and go exploring! Click around and discover all of the possibilities Aptly can work for you and your team. Below you’ll find summaries of each main section in Aptly along with links to related help articles.
Dashboard
Your Dashboard is the first stop when you open Aptly.
Here, you’ll find:
- Notifications: All system alerts and updates for your account.
- My Tasks: A quick view of your assigned tasks.
- Team Performance Dashboard: A summary of team activities and tasks completed—perfect for tracking productivity at a glance.
Inbox
The Inbox is your central communication hub.
In this space, you’ll find:
- Personal Work Emails: All connected inboxes synced with your Aptly account.
- Help Desk: Your shared inboxes for team communication, including both email and phone.
- Customer Groups: Organize and view conversations by contact type (set up in your Help Desk settings).
Whether you’re managing resident requests or following up with vendors, your Inbox helps you keep every conversation in one place.
Boards
Boards are where you manage your workflows and processes.
Each board contains:
- Stages: The columns that represent steps in your process.
- Cards: The records or tasks that move through your workflow.
- Automations: Automate routine tasks and activities like sending emails.
Most boards are powered by integrations connected in the Locations section, so your data stays synced and up to date. Boards can be customized for everything from maintenance tracking to lease renewals.
Calendar
The Calendar section shows your synced schedules—either personal or shared.
To view a calendar, click the “+” icon and select which one to display.
You can also view team member calendars, which show blocked-off time periods (but keep event details private). This makes coordination easy without compromising privacy.
Contacts
The Contact Directory holds all of your active contacts, including:
- Owners, residents, and vendors (synced from your property management software)
- Leads created through your workflows
- Any manually added contacts
You can search, filter, and manage communication directly from the directory.
Locations
Your Locations section contains all property data synced from your property management software, including:
- Associations, portfolios, properties, units, leases, and vendors
You’ll also find:
- Aptly Access: Manage your connected smart locks.
- Listings: View and manage your marketing listings and screening data.
This is the hub for your physical property information and connected integrations.
Communication Templates
In the Communication Templates section, you’ll find all the templates used across Aptly for:
- Email (text and HTML)
- SMS messages
- Forms
- PDF documents
Templates are organized by folders—either manually created or generated when you install a Best Practice Board. This library helps your team maintain consistent communication and branding.
Aptly Sign
Aptly Sign is your eSignature hub (available with Premium Subscriptions).
From here, you can:
- View documents in progress or completed
- Access and update eSignature templates
- Track the status of signed agreements
It’s a one-stop shop for managing your digital signatures securely.
Knowledge
The Knowledge section is available for all Aptly subscription plans.
Here you can store and manage your team’s internal resources, including:
- Knowledge Boards for organizing information
- Individual Pages for SOPs, training materials, and documentation
You can even attach Knowledge pages to specific boards for easy reference. It’s your internal wiki, keeping everyone on the same page.
AI Agents
If you’ve added AI Agents to your account, you’ll find this feature under the star icon.
From the AI Agents Dashboard, you can:
- View reports on agent performance
- Access the activity log to track handled calls
- Edit agents or adjust settings as needed
It’s your control center for monitoring and refining AI-driven interactions.
Contact sales@getaptly.com if you’re interested in learning more.