GETBUSY HELP

Learn how to use GetBusy

Browse educational videos and how-to articles. To start GetBusy we recommend a 20-minute demo. If you're after tech support, please visit our dedicated contact support page

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Non-team/external contacts

Examples for inspiration

Suggested tasks, tags, processes and app integrations based on profession, to help you begin.

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Show all Accounting Bookkeeping Executive / Personal Assistants Human Resources Legal Marketing Operations Recruitment Sales

Getting Started

A high level overview of GetBusy and how to get yourself set up.

How to use GetBusy What is GetBusy?Signing up to GetBusy Installing the desktop app Installing iOS and Android Upgrading your subscription Setting up your personal profile Setting up your brand Forgotten your password?

Teams

Connect everyone in your business together in a shared workspace for more efficient productive and secure collaboration.

What are teams?Setting up your team Adding team members Removing / changing members Team directory Team visibility Add your brand

Non-team/external contacts

Communicate, collaborate and get things done with contacts that are outside of your team or organisation. These might be customers, clients, suppliers, vendors, friends or partners.

Non-team/Guest connections Do non-team connections need a GetBusy account?Adding contacts Import multiple connections Organisation / company records Organising connections Removing / change connection Hide a connection

Tasks and threads

GetBusy focuses your time around things that actually need doing. Use tasks and notes to organise your collaboration.

What are tasks and threads?Create a task Completing tasks Viewing participants on threads Removing a participant Create a note / discussion Archiving notes Create a template Schedule auto-recurring tasks See what you / others have done

Files and documents

Store files away with team-wide permissions to access.

Upload and store files Attach and send files Document file versions

eSignatures

Send as many legally binding eSignature requests as you like.

Request an online signature E-sign a document

Organise

Stop digging through your email, or losing track in team-chat apps. GetBusy helps you stay organised by default, with ultimate flexibility.

Organising your GetBusy Catch-up view (updates/activity)Assigned to me Team projects Using private tags Using team tags What are smart views Re-ordering your tasks Working to deadlines Search

Integrations

GetBusy connects to 1,000's of apps to give them organisation, workflow and productivity superpowers.

Integrating with GetBusy NetSuite integration Zapier integration Create a sample Zap Chrome extension Microsoft Edge extension Microsoft Outlook add-in Virtual Cabinet integration Hyperlink API

Power Users

A couple of tips for users wanting to take their GetBusy skills to another level.

Too many email notifications?The power of pause Workflows: passing the task Handle repetitive/recurring tasks Pinning items in Catchup Formatting comments Adding paragraphs Create keyboard shortcuts

Feedback

We love hearing from you. See what's next on our product roadmap, give feedback or contact support for questions or issues.

Product roadmap How to give feedback Contact us