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 support page

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Getting Started

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

Written how-to guides

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 Forgotten your password?

eSignatures

Send as many legally binding eSignature requests as you like.

Written how-to guides

Request an online signature E-sign a document

Teams

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

Written how-to guides

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

Tasks and threads

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

Written how-to guides

What are tasks and threads?Create a task Completing tasks Viewing participants on threads Removing a participant Create a note 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.

Written how-to guides

Upload and store files Attach and send files Document file versions

External connections

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.

Written how-to guides

Non-team member connections Do non-team connections need a GetBusy account?Add a connection Import multiple connections Removing / change connection Hide a connection Organisation / company records

Organise

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

Written how-to guides

Organising your GetBusy Catch-up view Assigned to me Team projects Using private tags What are smart views Re-ordering your tasks Search

Integrations

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

Written how-to guides

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

Power Users

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

Written how-to guides

Passing the task Too many email notifications?Formatting comments Handle repetitive/recurring tasks Keeping items in Catchup The power of pause Adding paragraphs Hyperlink API Create keyboard shortcuts

Feedback

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

Written how-to guides

Product roadmap How to give feedback Contact us