Take the tour
Four short tips on your project's page: adding tasks, photos, the budget and the project switcher. Run it again from Help.
The tour points out four things on your project's page, one at a time. It's offered at the end of the setup guide, and you can run it again whenever you like.
Start the tour#
At the end of the setup guide, select Show me around. To run it later:
- Open the Help home page while you're signed in.
- Under Take the tour, select Start the tour.
The tour opens on your newest project's page, or on the dashboard if you don't own a project yet.
What it shows#
- Add tasks here: type a task and press Enter. Open one to add dates, people, subtasks and notes.
- Photos: before, progress and after photos, per task.
- Budget and spending: set a budget and record what you spend, with a warning at 80% and 100%.
- Switch projects: jump between projects from any screen.
Select Next to move on and Done on the last tip. Close ends the tour at any point.
A tip whose control isn't on the page is skipped. For example, if your role on a project doesn't include the budget, the budget tip doesn't show.
Related
- Set up your first project with the setup guideWalk through the five setup steps: language and units, your project, its rooms, a budget and target date, and the tour.
- Find your way aroundWhere the main sections, the project switcher, the Add button, Help and Log out are, on a computer and on a phone.
- Create your accountSign up with your email address or Google, and confirm your email with the 6-digit code we send you.
- Start a project from a templatePick a ready-made set of rooms and tasks when you create a project, preview it first, and split a budget across its rooms.
- Read your dashboardWhat the dashboard shows with one project or several: what needs attention, your tasks, progress by room and recent activity.