Common tasks
The steps for the tasks that you do most frequently.
Each task on this page gives the short steps. For more data, use the link to the full guide.
Approve a deliverable
- Open Deliverables and select the deliverable.
- Look at the items in Assets.
- Select Approve.
- Select Confirm approval.
Refer to Approve a deliverable.
Ask for changes to a deliverable
- Open the deliverable.
- Open the arrow next to Approve and select Request changes.
- Write the changes that are necessary.
- Select Confirm changes.
Refer to Ask for changes.
Mark a task complete
- Open Roadmap and select the task.
- Select Full page.
- Select Mark complete.
Refer to What you can change.
Complete the rows that wait for you
- Open Worksheets.
- Select Filters › Needs your input.
- Open a worksheet and type in the empty cells.
Refer to Worksheets.
Give a file to Growth
- Open Assets.
- Select New, then Upload file.
- Select the file (10 MB maximum) and type a Name.
- Select Upload.
Refer to Add a file or a link.
Find a file from Growth
- Open Assets.
- Type the file name in Search assets.
- Select Preview to see the file next to the list.
Watch a call again
- Open Meetings and select the meeting.
- Select Full page.
- Play the recording, or select Read more to read the summary.
Refer to Meetings.
Ask Growth a question about a task
- Open the task.
- Type your question in Leave a comment.
- Select Send comment.
Refer to Write a comment.
Invite a teammate
If you are a project lead for your team, the first setup shows Invite your teammates. To invite a person after the setup, ask your Growth lead.
Get fewer emails
- Open the menu below your name.
- Select Settings › Notifications.
- Set the switches in Email me.
Refer to Notifications.
Change the theme
- Open the menu below your name.
- Select Settings › Appearance.
- Select a Theme.
Book a meeting with Growth
- Find the Book time with card in the sidebar.
- Select Book a meeting.
- Select a time.
The card shows only if Growth added it to your project.
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