General Help Guides
Getting Started
- What is GetBusy?
- Signing up to GetBusy
- Forgotten your password?
- Problems receiving a confirmation code
- How to use GetBusy
- Set up your personal profile
Teams
- What are teams?
- *Adding team members*
- Removing or changing members from your team
- Team directory
- Team visibility
- Set up your team / organisation profile
Connections
- Non-team member connections
- *Add a connection*
- Import multiple connections
- Organization/company connection records
- Connection relationship types and properties
- Removing or changing connections
Tasks / Threads
- What are tasks / threads in GetBusy?
- *Create a task*
- Create a note
- Create a template for tasks and notes
- Scheduling automatically recurring tasks
- Completing tasks
eSignatures
Files and Documents
Organising your GetBusy
- Ways to organise your GetBusy
- *Catch-up*
- *Assigned to me*
- Re-ordering your tasks
- When is it due? Working to deadlines in GetBusy
- Team projects
Integrations
- Integrating with GetBusy
- NetSuite SuiteApp
- NetSuite Celigo Integration App
- Microsoft Outlook Add-ins
- Microsoft Outlook Add-in (Universal)
- Microsoft Outlook Add-in (Windows)
Power User Tips
- The power of pause
- Too many GetBusy email notifications?
- 3 better ways to handle repetitive or recurring tasks
- Formatting comments
- Insert a new paragraph (line break) when adding a comment
- Keeping items in Catch-up