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StepWise

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Customer portal

The StepWise interface is designed to be user-friendly and intuitive, allowing you to easily manage your workflow automation. Here's a guide to help you navigate the platform: 

 Located at the top of the screen, the main menu provides access to all core functionalities like Projects, Workflows, Integrations, Reports, and Account settings.

 The side navigation panel typically lists your projects, workflows, and other key areas, providing quick access to the information you need.

 Use the search bar to quickly find specific projects, tasks, or workflows within the platform.

 Each project has its own dedicated dashboard where you can view project details, tasks, milestones, and progress reports.

  Access the workflow builder to design, edit, and manage your automated workflows. You can add steps, conditions, and integrations to create sophisticated automations.

 Access the StepWise help center directly from the interface to find useful resources, guides, and FAQs.

With this basic knowledge of the StepWise interface, you can effortlessly navigate the platform and manage your workflow automation effectively.

Get acquainted with the menus, buttons, and other elements of the StepWise interface.

Navigating the StepWise Interface

Your StepWise dashboard is your central hub for managing and monitoring your automated workflows. It provides a comprehensive view of your project activity,  progress, and key metrics. Here's a breakdown of what to expect on your dashboard:

 This section displays a list of all your current projects. You can view the name, progress, due date, and other details of each project.

  Here you'll see a real-time feed of your workflow activities, including task completion, approvals, and any potential issues. 

 This area provides a timeline of recent actions taken by you or your team members within the platform, including workflow steps,  project updates, and new integrations.

  Visual representations of project progress, like bar charts, pie charts, and line graphs, can be used to track key metrics and identify trends in your workflows.

 Stay informed about important updates, deadlines, and notifications related to your projects and workflows.

By understanding the layout and functionality of your StepWise dashboard, you can effectively manage your workflow automation and keep track of your team's progress.

Explore the key features and functionalities found on your StepWise dashboard.

Understanding Your StepWise Dashboard

Get started with StepWise and streamline your workflow automation by creating your free account. It's a simple process that takes just a few minutes.  Follow these steps to get started:

 Head over to [getstepwise.com](http://getstepwise.com) and locate the "Get Started" button. This is usually located at the top or bottom of the website, prominently displayed.

 Once you click the button, you'll be redirected to a signup form where you can create your account.

  Enter your email address, create a password, and provide any additional information required. 

 Check your email inbox for a verification email from StepWise. Click the link within the email to verify your email address and activate your account.

 You're now ready to explore your StepWise dashboard and start automating your workflow!

Congratulations, you now have access to StepWise's powerful platform!

Learn how to sign up for a new StepWise account and get started with the platform.

Getting Started

Navigating the StepWise Interface

Understanding Your StepWise Dashboard

Create Your Free StepWise Account