Want to know what a card is? What’s a mirror field? Automation?
This glossary explains common terms you’ll see throughout Aptly. Use it as a quick reference while setting up workflows, managing communications, and reviewing activity.
Use Ctrl + F or Command + F to search for a specific term on the page.
Getting Help & Support
- Aptly Help Center
A library of help articles that explain how to use Aptly.
- Aptly Community
An online space where customers connect, ask questions, and share best practices.
- Aptly Support
Our support team, available at help@getaptly.com if you need help beyond our articles.
- Customer Success Manager / Account Manager
Your primary Aptly contact for guidance, onboarding support, and best practices.
- Property Management Software (PMS)
Your existing property management system that connects to Aptly.
Core Concepts: Boards & Workflows
- Dashboard
Your home base in Aptly, showing tasks, notifications, and work that needs attention.
- Boards
Where work happens in Aptly. Boards organize your processes into clear steps.
- Cards
Individual records on a board that store all related data, activity, and history.
- Stages
Columns on a board that show where work is in the process.
- Stage Groups
A way to group related stages for organization and reporting.
- Fields
Data points used to collect and track information on cards.
- Mirror Fields
Fields that display data synced from another record, such as a lease or property.
- Automations
Rules that automatically move work forward when certain conditions are met.
- Board Templates
Pre-built boards you can install to quickly get started.
Communication & Inbox
- Inbox
A single place to manage email, text, and phone conversations.
- Inbox Rules
Automatic rules that create cards or tasks from incoming messages.
- Communication Templates
Saved emails and forms used for consistent messaging.
- Merge Fields
Dynamic placeholders that automatically fill in information.
- Notifications
Alerts that keep you informed about updates and activity.
Users, Teams & Settings
- My Profile
Your personal settings, including contact info and email signature.
- Profile Status
A way to show your availability to teammates.
- User Roles & Permissions
Controls what different users can see and do in Aptly.
- Guest User
A limited-access user invited to specific boards only.
- Organization Settings
Company-wide settings that apply to all users.
- Billing & Subscription
Where you manage users, plans, and payment details.
Data, Integrations & Locations
- Contacts
People or companies synced from your PMS or added manually.
- Locations
Properties, units, leases, and other location-based records.
- Integrations
Connections between Aptly and other tools you use.
- Auto-Relate Locations
Automatically links the right property data to your workflows.
Screening & Applications
- Screening
Tools for reviewing applicants, including identity, income, and credit checks.
- Waitlist Board
A board used to manage applicants for future availability.
- Generic Property
A placeholder property used for applications before a specific unit is available.
- Application Status
The current state of an applicant in the screening process.
- Decision Emails
Pre-built messages used when approving or denying applications.
- E-Signature
Electronic signing of leases and documents within Aptly.
Reporting
- Reports & Dashboards
Visual tools that help you track progress, performance, and activity.
- Board Digests
Daily or weekly summaries of board activity sent to your Inbox.