This guide walks you through the most important first steps to take after signing up so you can start getting value right away.
You don’t need to set everything up at once. Start with the basics below, then build from there.
Step 1: Get Oriented
Begin by familiarizing yourself with the main areas of Aptly:
- Dashboard to see tasks and notifications
- Boards where your workflows live
- Inbox for email, text, and phone communication
- Contacts and Locations for synced property and contact data
If you haven’t already, the Product Tour is a great way to see where everything lives.
Step 2: Create or Install Your First Board
Boards are where work happens in Aptly.
To get started:
- Click New Board from the left sidebar
- Choose Create from gallery to install a pre-built template, or
- Select Create blank board if you want to build your own workflow
Once your board is created, you can begin adding cards immediately.
Step 3: Add Your First Card
Cards represent individual items of work, such as a renewal, applicant, or task.
Try creating a test card to:
- see how fields work
- move the card through stages
- explore what information is tracked
This is the fastest way to get comfortable using Aptly.
Step 4: Connect Your Inbox
Connecting your Inbox allows you to manage communication directly inside Aptly.
Once connected, you can:
- send and receive messages
- relate conversations to cards
- use templates for faster replies
This step helps keep communication tied to your workflows instead of scattered across inboxes.
Step 5: Invite Your Team
Aptly works best when your whole team is involved.
Invite teammates to:
- collaborate on boards
- share visibility into work
- ensure nothing falls through the cracks
You can assign roles and permissions as you add users.
Step 6: Let Automations Do the Work
You don’t need to automate everything right away.
Start small by:
- setting up one simple automation
- testing it with a card
- adjusting as needed
Automations help your workflows run consistently without extra manual effort.
Need Help Along the Way?
If you get stuck:
- search the Aptly Help Center
- ask questions in the Aptly Community
- or reach out to Aptly Support at help@getaptly.com