Help Docs
Answers to all things DoneDone. Still can’t find something? Reach out!
Getting Started
Connecting a web form to your Mailbox
Last Updated: November 18, 2025Along with forwarding email addresses, many of our customers use a form on their website to collect feedback, requests, and support inquiries in their mailbox. You can connect any web form to a mailbox by setting up two things: Here’s a short video explaining how we set up our own support form to our mailbox:
Creating & Managing Companies, Guests, & Users
Last Updated: December 17, 2025Note: Parts of this feature are only accessible to Account Admins and Owners only. DoneDone Users are organized into Companies, Users, and Guests. This makes it easy to organize multiple clients and organizations inside your account. Guests In this article, we will focus on how to invite guests to your DoneDone account. To learn more about the functionality of guest users, visit our “Account...
Getting Started with Workflow Jobs
Last Updated: November 18, 2025Note: Parts of this feature are only accessible to Account Admins and Owners only. When you use a DoneDone workflow, changing the status of an item and assigning it to someone are two different tasks. But, many workflows are rigid enough where each status is tied to a specific job. Example: A bug tracking workflow where the “In Progress” status is assigned...
How to Set Up Your Customer Ticket Portal
Last Updated: November 18, 2025Note: Parts of this feature are only accessible to Account Admins and Owners only. We’re here to help you unleash the benefits of our brand new gem, the Customer Ticket Portal! Watch this video to learn how to get up and running with your own Customer Ticket Portal.
Introduction to Calendar
Last Updated: December 17, 2025The Calendar provides an in-depth look at what actions are happening in your account today, in the past, and in the future. To get there, simply click on Calendar in the upper left-hand corner of your dashboard. Calendar, Deadlines & Activity Once there, you will see a calendar icon, filter options, and a news feed broken out...
Introduction to Mailboxes
Last Updated: November 18, 2025Auto-forward company email to a DoneDone Mailbox to streamline communication between your support team and customers. No more headaches with ccs, broken email chains, and unruly threads. Mailboxes are most commonly used to handle customer support inquiries, outside feedback, or other company processes like applicant hiring. Any process you currently manage with a company email is a...
Introduction to Projects
Last Updated: November 18, 2025Use DoneDone Projects instead of messy spreadsheets or bulky software for bug, task, and issue tracking. No more wondering where things are at or who’s working on what. Projects are great for internal company initiatives, client-facing projects, or anything else that a group of people are working on with a common objective. You can create a Project...
Introduction to Reports
Last Updated: November 18, 2025If you manage a team, two questions you probably whisper to yourself all the time are: Whereas the Calendar can help answer the first question, Reports can help answer the second. Reports provide a birds-eye view of your team’s progress over time, which can be useful for project managers or any other type of team lead looking to get...
Introduction to the Dashboard
Last Updated: November 18, 2025Once you’ve successfully set up your account, you’re ready to start taking advantage of all the tools DoneDone has to offer. Before diving in, it’s a good idea to familiarize yourself with the dashboard, so that you always have a sense for how things are progressing. The dashboard will always be your first point of...
Introduction to Workflows
Last Updated: November 18, 2025DoneDone Workflows are a series of statuses, which a task or conversation will move through as it progresses. They can be as simple or complex as your team requires. It’s up to you! You can use the built-in Customer Help Desk Workflow to manage your customer support in Mailboxes. Or use the built-in Bug Tracking Workflow in Projects to...
Managing Email Notifications
Last Updated: November 18, 2025Everyone has a different preference about how frequently they’d like to receive email notifications. Some people want an email about everything that happens in DoneDone while others don’t want anything to make it into their inbox. There’s no right answer. That’s why DoneDone makes it easy to control how often email notifications are sent to...
Signing in and retrieving lost usernames and passwords
Last Updated: November 18, 2025Signing into DoneDone To sign into DoneDone, first visit donedone.com and look for the Sign in button at the top right corner of our homepage. Retrieving a lost username or password If you’ve forgotten either your username or password, you can request a password reset email from our homepage. From the Sign In page, click the Reset your password link on...
Starting your new trial and account
Last Updated: November 18, 2025Signing up for DoneDone is easy! And if you’re not ready to commit just yet, you can sign up for a free 14-day trial at no cost to you. To sign up for your free trial, simply follow these four steps. From the homepage of our website, click on the Try for Free button located at the...