Workflows
Boards
What is an Aptly Board?
Learn how to use and nagivate an Aplty Board.
Understanding Advanced Board Settings
Customize and organize your board with board settings.
Advanced Board Settings: Board Options
Customize your board.
Overview of Board Views
Understand the different board views
Customizing and Managing Board Views
Customize board views for your team
Using the Board Calendar View
Visualize your board’s cards by date.
Customizing the Kanban View
Pin and arrange fields for the kanban card preview.
Customizing the Table View
Select the filters and columns you’ll see in table view.
Understanding the Diagnostics View
Use the diagnostics view to get a pulse on your board’s health.
Troubleshooting Common Automation Errors
How to resolve common automation errors
How to Update Board Privacy Settings
Set a board’s privacy.
Understanding Board Fields
How to view, create, and organize your board fields
Using Board Filters and Copying Cards Between Boards
Copy cards from board to board to start a new process.
How to Create Board Filters
Set up customized views on a board using board filters.
Using Date Criteria in Board Filters
How to use date-based filters and what each operator means
Using a 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.
Using Bulk Options on a Board
Perform bulk actions on selected cards on a board.
Using Drip Campaigns in Aptly
Use Aptly automations to create drip campaign typically used for lead boards.
How to Manually Create a Task
Create a task from a card, on an email, or on the dashboard.
Creating and Using Task Templates
Use task templates for tasks in a workflow.
How to Create a Recurring Task on a Board
Add the same task continuously.
How to Add an Integration View to a Board
Embed views from integrated tools such as Google Drive, Sheets, Figma, and more.
How to Use the Task View on a Board
Use the task view on a board to manage tasks and track performance.
Searching for Cards in Aptly
Use different search options to locate a card in Aptly.
Export Data From A Board
Export fields on cards on a board to a .csv file.
Cards and Stages
What are Stages?
Understand how stages work within your Aptly Boards.
Managing Stages on a Board
Manage stages on a board as part of a workflow.
Using Stage Groups
Learn how to leverage stage groups in your processes.
Creating, Editing, and Deleting Stages
How to customize stages on boards.
Understanding Cards on Boards
What are cards?
Card Settings
Control how cards appear, behave, and organize information on your board
Customizing Card Views on a Board
Customize what fields you see (and don’t see) on a card preview and expanded card view.
Using the Aging Indicator on a Card
Keep an eye on cards waiting for a response.
Understanding Card Sources in Aptly (Integrations)
Where do cards come from?
How Do I Use Mirror Fields?
Link information between boards.
How Do I Use Calculated Fields?
Use calculated fields to use existing fields to produce a numerical result.
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
How to Use Merge Fields and Form Fields in Task Descriptions
Level up your task management with dynamic task descriptions
How to Change the Title of a Card
Use auto-card naming to title the cards on your workflow boards.
Automations
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 an Email Automation
Automate your communications!
How to Create an Annual Automation
Send annual emails to contacts using this automation set up.
Using Test Mode for Automations
Test automations before setting them live.