The mighty sidebar
The sidebar lets you move anywhere in your SuperOkay account. From projects to your content library, you'll find all your content there.
This is your home on SuperOkay. You'll see your most recent projects here.
All the notifications from all your projects.
Manage your clients and client contacts. This is where you can invite your clients.
Browse the SuperOkay templates and get inspiration for your next brief or proposal
Each project has its own Portal. We'll dive deeper further down this article.
All your reusable content sits in your library. From the Reusable Blocks to your preconfigured Billable Services
Bits of documents you can create once and reuse in any part of SuperOkay
Your best projects. Create them once, then include them in any proposal.
Showcase your team. Team Bios can be included in any proposal or brief.
A list of predefined services you usually include in your proposals or quotes.
Navigating your Project
A home for your SuperOkay docs. Keep your project proposals, statements of work, estimates, progress updates or client sign-offs here.
Get a birds-eye view of all the open Action Items from all your docs.
A special type of document you can use to provide your client and team with important context and information relevant to the project.
A simple yet powerful timeline of all client-facing events that happened in the project.
Your connected apps have a place in the project navigation. That's a one-click access to the stuff you and your client use the most.
Managing your Account & Profile
On the bottom-right corner of your sidebar, click the Profile picture to get access to your Organization and Profile settings.