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Calendar

What the Calendar actually is Creating and running meetings Connecting Google or Outlook Dates that move on their own Tips and tricks Troubleshooting

Quotes (RFQ)

Quotes overview: what it is and how it works Creating and sending a request for quote What your vendor receives and sees Reviewing responses in the quote Turning accepted lines into purchase orders Vendor emailed or PDF'd you instead? (Log a reply / Fill from PDF)Closing, archiving and reopening Notifications, tracking, deadlines & reminders Permissions & visibility Troubleshooting Quotes

Automations

Automations 101: What they are and how they work Getting started: enabling Automations and building your first one Trigger reference (the "when")Conditions: running only when it matters Actions & steps reference (the "do")Timing: delays and "wait for another event"Building with Walter (AI)The template library Managing your automations Recipe book: ready-to-build automations Best practices, tips & tricks Troubleshooting & FAQ

Mood

Mood — Complete Guide

Forms

Forms module — overview Building your first form Building from a template The field types Special fields deep dive Multi-page forms + conditional logic Sharing your form Reading responses Attaching a response to a project Punchlist templates Form Permissions Duplicating, archiving, deleting Custom branding on the public form Troubleshooting

Contracts

Getting Started with Contracts Creating Your First Contract The Contract Editor Sending a Contract for Signature Your Client's Signing Experience Saved Templates & Walter (AI)Settings & Automation Troubleshooting & FAQs (general)Designer Cheat Sheet — Contracts in 60 Seconds FAQ for Signers Retainer Payments

Comms

How to lock and unlock the client portal COMMS (your side)The Client Portal Comms Tips + Tricks Troubleshooting Comms

Company

Frozen and Closed Accounts

Global Navigation

Studio Search Smart Search Keyboard shortcuts Notification Center

Getting Started

Scheduling your onboarding.Reporting A Bug Before you start tracking time How to Write a Support Request That Gets Solved Faster Support Etiquette: How We Keep Conversations Respectful

Settings

Service & Activity Types Setting up email How to BCC or CC email notifications Creating + Managing Email Templates Walter - Your AI assistant Adding your team Creating permission sets How to set up the Harvest integration Document Naming How to: Default Project Phases Estimates, Invoices & Purchase Orders Settings QuickBooks Online Integration Claude Connector Scheduling automatic rate increases

Contacts

Overview of Contacts How to add a contact How to add a vendor How to use tags in contacts How to import contacts and vendors

Tasks

Getting started with Work In Progress The Table view The Kanban view The Gantt (Timeline) view Dependencies & Critical Path Baselines The Task panel (task details)The Portfolio / Forecast view The Utilization view (capacity planning)Saved Views & default view Sharing a public timeline link Importing & exporting Creating Task Templates

Projects

Understanding the Projects Module Understanding the Design Overview Creating a Project Understanding Project Statuses Navigating the Project Dashboard Managing Project Notes Managing Client Profiles in Projects Documenting Design Direction Managing Scope of Work Managing Deliverables and Milestones Using Resources and References Project Codes

Reports

Reports — Overview Invoices & Payments Report Deposits Report Products Report Installation Report Timelog Report Tax Report Task Efficiency Report Purchase Order Report Profit & Loss Statement (preview — sample data)Project Performance Report (preview — sample data)

Finances

Setting Up WorkPay

Timelogs

Tracking Time How to manage and filter your timelogs How to import timelogs How to invoice your time entries Billable vs. non-billable time Timelogs: Overview How to Split Time Logs

Products

Navigating the web clipper Installing the Workroom clipper About Product Sourcing Generating Advanced PDF Spec Packages Importing Products PDF Schedule Using Product Manager Managing Product Financials Bulk Editing Products Searching and Filtering Products Working with Product Statuses Managing Procurement Tracking Using Product Tags Using Product Notes and Team Chat Understanding Product Changelog Managing Product Sub-Items Managing Product Attachments and Spec Sheets

Products

Using Product Notes and Team Chat

Collaborate internally on products using notes and team chat tools.

Written By Julia M.

Overview

Each product has its own Chat and Notes, so conversations and internal details stay with the item.

Chat

Open the product and click Chat.
Type in Message the team or client… and send.

Check who can see a product's chat before writing anything internal — the placeholder indicates messages may reach the client.

Notes

Click Notes.
Type in Add an internal note… and click Add note.

Notes are internal. For something that should appear on spec sheets and schedules, use the Important Note field under Product Info instead.

Good uses

Vendor updates and promised dates.
Installation or handling instructions.
Client revision history.

Understanding Product Changelog
Managing Procurement Tracking

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Overview

Chat

Notes

Good uses

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