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Getting Started
The Basics of Boards
The basics of a board
How to duplicate a board
SalesTitan Board templates
How to custom-design your board
The difference between board types
Shareable Boards
The Basics of Columns
Activities Log Overview
What are the column choices?
Which automation recipes support mirrored columns as a trigger?
How to sort columns
Hiding columns from your board
Column Permissions
The Checkbox Column
The basics of columns
The Rating column
The Vote column
The Phone Column
The Hour Column
The Item ID Column
The Basics of Groups
The basics of groups
The basics of items
All about subitems
Item default value
How many items can I have on a board
Organization
File Manager
The favorites section
How to archive and unarchive
The trash section
How to keep your account organized
Creating custom roles for account permissions
What are team members?
What is an admin?
What is a board owner?
What is a board member?
User types explained
Permissions
Item Viewing Permissions
Security and permissions for your Enterprise account
Dashboard Permissions
Board Permissions
Notifications explained – New layout
How to communicate with my team
Communication & Collaborate
The Inbox – new layout
How to manage my files in AtmosAI
File annotations
All about teams
File versioning
Bell Notifications
The Updates Section
Email to board
Profile & Admin
The Admin Section
How to set a session duration on your account
Who can invite users to join my account?
Why can’t I deactivate or change the user type of an admin?
Customizing my profile
AtmosAI.io display themes (Light & Dark)
How do I edit my profile
Using AtmosAI
Managing your time
How to change your password
My Work
Deadline mode
Filters & Navigation
How to create Alert reminders
Search everything
The Boards filters
Hiding columns from your board
The quick search
How to sort columns
How to move groups, items or subitem
Subitems and automations
Importing and Exporting Items
Shortcuts and Spreadsheet capabilities
Shortcuts and Spreadsheet capabilities
Batch Actions
Conditional coloring
The IF function
Work Documents
The board views
The board views
How to share a board view publicly
The Workload View and Widget
The Gantt Chart View and Widget
The Calendar View and Widget
The Timeline View and Widget
The Workload View and Widget
The Map View
The Kanban View
Critical Path for the Gantt Chart
Automations
How to create recurring tasks
AtmosAI Automations
Cross-Board Automations
Subitems and automations
Move Items with Automations (within a board)
Automation Activity Log
Automation and Integration Actions
Automate the item creation process
Build your own custom automation
Subitems and automations
Move Items with Automations (within a board)
How to change a status automatically
Which automation recipes support mirrored columns as a trigger?
Multiple competing automations
Products
CRM Features
Leads
Opportunities
Contacts
Accounts
Products
Activities
The Basics of Boards
The basics of a board
How to duplicate a board
SalesTitan Board templates
How to custom-design your board
The difference between board types
Shareable Boards
The Basics of Columns
Activities Log Overview
What are the column choices?
Which automation recipes support mirrored columns as a trigger?
How to sort columns
Hiding columns from your board
Column Permissions
The Checkbox Column
The basics of columns
The Rating column
The Vote column
The Phone Column
The Hour Column
The Item ID Column
The Basics of Groups
The basics of groups
The basics of items
All about subitems
Item default value
How many items can I have on a board
Organization
File Manager
The favorites section
How to archive and unarchive
The trash section
How to keep your account organized
Creating custom roles for account permissions
What are team members?
What is an admin?
What is a board owner?
What is a board member?
User types explained
Permissions
Item Viewing Permissions
Security and permissions for your Enterprise account
Dashboard Permissions
Board Permissions
Notifications explained – New layout
How to communicate with my team
Communication & Collaborate
The Inbox – new layout
How to manage my files in AtmosAI
File annotations
All about teams
File versioning
Bell Notifications
The Updates Section
Email to board
Profile & Admin
The Admin Section
How to set a session duration on your account
Who can invite users to join my account?
Why can’t I deactivate or change the user type of an admin?
Customizing my profile
AtmosAI.io display themes (Light & Dark)
How do I edit my profile
Using AtmosAI
Managing your time
How to change your password
My Work
Deadline mode
Filters & Navigation
How to create Alert reminders
Search everything
The Boards filters
Hiding columns from your board
The quick search
How to sort columns
How to move groups, items or subitem
Subitems and automations
Importing and Exporting Items
Shortcuts and Spreadsheet capabilities
Shortcuts and Spreadsheet capabilities
Batch Actions
Conditional coloring
The IF function
Work Documents
The board views
The board views
How to share a board view publicly
The Workload View and Widget
The Gantt Chart View and Widget
The Calendar View and Widget
The Timeline View and Widget
The Workload View and Widget
The Map View
The Kanban View
Critical Path for the Gantt Chart
Automations
How to create recurring tasks
AtmosAI Automations
Cross-Board Automations
Subitems and automations
Move Items with Automations (within a board)
Automation Activity Log
Automation and Integration Actions
Automate the item creation process
Build your own custom automation
Subitems and automations
Move Items with Automations (within a board)
How to change a status automatically
Which automation recipes support mirrored columns as a trigger?
Multiple competing automations
Products
CRM Features
Leads
Opportunities
Contacts
Accounts
Products
Activities
