Workflows
Boards
How To Import Contacts
How To Create Recurring Tasks
How to create and manage recurring tasks.
Navigate an Aptly Board
Identify the major areas of a board.
What are Stages?
Manage stages on a board as part of a workflow.
What are Cards?
Cards are the data hubs of an Aptly Board.
Card Settings
Set up cards and stages on an Aptly Board.
Understanding Card Fields
Understand and manage card fields in Aptly Boards.
Using the Aging Indicator on a Card
Keep an eye on cards waiting for a response.
How Do I Use Mirror Fields?
Link information between boards.
Intro to Automations
Introduction to Automations
Creating an Automation
Create a new automation.
Managing Automations
How to manage and edit existing automations.
Multi-Action Automations
Perform multiple action automations with the same conditions.
How to Create a Form
Best Practices when creating an Aptly Form.
Using JotForm with Aptly Boards
A quick how-to on integrating with JotForm
Copying Cards to Another Board
Set up a Card Rule to copy cards to another board via Filter.
Create a Test Board
Manually create a task board.
Using Board Filters
Set up customized views on a board using board filters.
Dedicated Board Email Address
Learn how to generate an email address for a Board. Messages sent to the email will auto-populate as cards on the board.
Craigslist Leads
If you use Craigslist, Aptly’s Craigslist Qualification Form can help you gather more information from leads.
How Do I Use Calculated Fields?
Use calculated fields to use existing fields to produce a numerical result.
How to Use the New Expanded Card View
Learn how to navigate and customize the new Aptly Card User Interface.
Using the Bulk Options on a Board
Perform bulk actions on selected cards on a board.
How to Merge Duplicate Cards on a Board
When you have duplicate cards on a board, you can merge them.
How to Delete a Card
Learn how to delete and restore a card
Using Aptly Pay on a Board
Collect payments through forms on a board.
How to Create Tasks
Tasks got a facelift! Learn how to create, edit, and update tasks.
How to Create and Use a Task Template
Create a task template that you’ll use over and over again in a workflow.
Using the Board Calendar View
Boards now have a calendar view! View cards on the calendar by due date, event dates, and much more!
How to Embed a View on a Board
Embed a video, Google Doc, and more on a board to support your workflows.