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First steps after you sign in

Learn how to find your project and open everyday work areas.

Who can do this​

Anyone who can sign in.

Before you begin​

You must be signed in. On mobile, allow notifications if you want task and report alerts on this device.

Steps — Web​

  1. Select My Projects in the top navigation (if you are not already there).
  2. On the Projects page, open the project you need to work in.
  3. Use the project sidenav:
    • Dashboard — scores and analytics views you can access
    • Reports — create and review report responses
    • Tasks — view and complete work
    • Gallery — browse media
    • Broadcasts — read announcements
  4. If you administer the organization, select Admin to open setup areas such as Users, Permissions, Stores, and Templates.
  5. Open your user menu for Account Settings, Downloads, Knowledge Hub, Contact Support, Licence Agreement, Privacy Policy, or Log Out.

Steps — Mobile​

  1. On the project list, tap the Project you need. If you only have one, you still select it.
  2. Use the bottom tabs: Tasks, Reports, Gallery.
  3. On Tasks, start with the To do list — work assigned to you.
  4. Tap the megaphone to open Broadcasts.
  5. Open the menu to confirm the project name, change project, or open Account.

What happens next​

You can complete a task or submit a report. On mobile, links and notification taps open the matching item when you are already signed in. On web, you can continue with Admin setup if your permission group allows it.