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Here's how to get around the app :)

Radu avatar
Written by Radu
Updated over 4 months ago

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.

Your SuperOkay

Projects

This is your home on SuperOkay. You'll see all your projects here.

Clients

Manage your clients and client contacts. This is where you can invite your clients.

Tasks

Manage tasks from all your projects in one place.

Templates

Browse the SuperOkay templates and get inspiration for your next brief, proposal or project


Your Library

All your reusable content sits in your library. From the Reusable Blocks to your preconfigured Billable Services.

Reusable Blocks

Bits of documents you can create once and reuse in any part of SuperOkay

Case Studies

Your best projects. Create them once, then include them in any proposal.

Team Bios

Showcase your team. Team Bios can be included in any proposal or brief.

Billable Services

A list of predefined services you usually include in your proposals or quotes.

Packaged Services

Your most popular client services, neatly packaged in a pre-prepared document, ready to send to all your clients.

Pages

Web-like pages you can use to show-off a portfolio, project mockup or whatever you want.

Navigating your Project

Dashboard

The base of your Project Portal. The main page where all the magic happens.

Tasks

Take a look at all the open Tasks from all this project.

Files

Quick access to all the docs & files in this project.

Services

One-click shortcut to take your clients directly to your packaged services, so that all your services are a click away.

Pages

Present your portfolio, biography, project mockup or whatever you want in a custom made page, accessible right from the project navigation.

Activity

Check what everyone's been up to on this project.

Managing your Account & Profile

On the top-right corner of your screen, click the Profile picture to get access to your Account Settings, Product Updates, Help Section and Log Out.

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