Tutorials
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.
Dashboard
Overview Dashboard
Using Links on Charts
Send a Message
Set up an Alert
Contacts & Clients
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
Projects
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
Documents
Check Files for Projects and Contacts
Community
Marketing Expert Views
Actionize Member Dialogue
Add a Topic
Privacy Policy
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Terms of Use
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