If you need additional product details, view or print the pdf files below and use them for step-by-step instruction on how to work with Actionize.

  Overview Dashboard

  Using Links on Charts

  Send a Message

  Set up an Alert

  Overview Contacts & Clients

  Viewing Contacts & Clients

  Selecting Contacts & Clients

  Create a new Contact

  Turn a Contact into a Client

  Edit a Contact

  Delete a Contact

  Add a Note to a Contact

  Add a File to a Contact

  Overview Projects

  Create a new Project

  Invite Team Members

  Viewing Tasks

  All Milestones & Tasks

  Selecting Tasks

  Create a Task

  Reply to a Task

  Forward a Task

  Add a File to a Task

  Close a Task

  Add a Note to a Project

  Add a File to a Project

  Check Files for Projects and Contacts

  Marketing Expert Views

  Actionize Member Dialogue

  Add a Topic