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I’m setting up or Managing Onboard
If you're setting up Onboard or managing your team through Onboard, start here.
Getting Started
Management & Insights
Advanced Settings
- How to set estimated task completion times and track client effort on each task.
- Setting Up a Custom Domain
- How to use dependent sections
- Setting up Custom Emails
- How to customize your email notifications
- Whitelisting our domain
- Setting Up SSO for your Team Members
- Using Merge Tags in Onboard
- Setting up Custom Fields
- What are workflows
- How to setup and use Custom Forms
- How to set up Advanced Variable Options
- How to customize tables