Workflows
Boards
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.
Using the Aging Indicator on a Card
Keep an eye on cards waiting for a response.
What are Card Sources?
Where do cards come from?
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.
How To Create Recurring Tasks
Create and manage recurring tasks using an automation and task template.
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.
How to Change the Title of a Card
Use auto-card naming to title the cards on your workflow boards.
How to Update Board Privacy Settings
Set a board to private.
How to Use the Task View on a Board
Use the task view on a board to manage tasks and track performance.