Skip to main content
๐ŸŽฅ An Intro to Your Project Tools

You'll be able to learn everything you need to know about the tools within each of your projects so you can plan and execute with ease!

Christina Farrow avatar
Written by Christina Farrow
Updated over a week ago

Welcome, Pro. This video gives you a high-level view of all the powerful tools at your disposal for managing your projects.

We know there's a lot to learn, but fear not! This video will introduce you to the essentials.

Our robust Help Center offers deep dives into each tool, and our friendly support team is just a click away to answer any questions ๐Ÿ‘‹.

Let's get started on making your projects a success!

We recommend watching this full video, but if you need to go back to a specific tool, here's a recap:


00:00 Introduction

03:37 Sending Documents to Clients

06:01 Task Assignments

07:49 Timeline Filters

09:58 Collaborating with Clients

13:13 Managing Guest Lists

15:01 Sending Messages to Guests

16:51 RSVP Digital Link

18:40 Uploading Floor Plans

20:32 Syncing Guest Tables to Layouts

22:42 Guest Responses and Layout

24:34 Adding and Seating Tables

27:28 Adding Point of Contact and Files

29:16 Adding Vendor Invoices and Payment Schedules

31:29 Editing and Sharing Notes

Watch Part 1: Intro to Account Settings, Templates and the Lead Manager HERE!

For deeper dives, step-by-step or instructional videos for specific tools, please visit your Help Center located just under your name in the upper right corner.

If you can't find what you are looking for and have specific questions, you can reach out to Customer Support from the chat feature in the lower right of your screen.

Did this answer your question?