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Accounts & Billing

7

Account Roles & Permissions
Cancelling your Subscription
Past Invoices & Billing Notifications
Plans, Pricing, Billing, and User Seats
Redeeming a promo code
Switching between Annual and Monthly Billing
Updating your Credit Card

Getting Started

13

Connecting a web form to your Mailbox
Creating & Managing Companies, Guests, & Users
Getting Started with Workflow Jobs
How to Set Up Your Customer Ticket Portal
Introduction to Calendar
Introduction to Mailboxes
Introduction to Projects
Introduction to Reports
Introduction to Workflows
Introduction to the Dashboard
Managing Email Notifications
Signing in and retrieving lost usernames and passwords
Starting your new trial and account

Integrations

9

Create Tasks from Slack Messages using Zapier
Creating a DoneDone Zap with Zapier
Integrating Glip/RingCentral
Integrating Slack
Integrating TestLodge
Integrating a Github repository to a DoneDone project
Integrating with Harvest (Time Tracker)
Public API & Webhooks
Using DoneDone in WebEx

Mailboxes & Conversations

26

Adding DKIM and SPF / Return-Path records for your Outgoing Email
Adding and Removing Users from a Mailbox or Project
Archiving and Deleting Projects and Mailboxes
Bulk Edit and Filter Tickets by Job
Changing Workflows on an Existing Project or Mailbox
Connecting a web form to your Mailbox
Controlling Spam
Create a Project That Uses Workflow Jobs
Creating a New Mailbox
Exporting Tasks and Conversations
Getting Started with Workflow Jobs
How to Set Up Your Customer Ticket Portal
Introduction to Mailboxes
Link Tasks to Conversations and Vice Versa
Mailbox Email Limits
Managing Email Notifications
Merging Conversations in a Mailbox
Moving Tasks to Another Project (or Conversations to Another Mailbox)
Setting up Saved Replies
Setting up Auto-Forwarding
Setting up Conversation Rules
Setting up an Email Signature
Setting up an Outgoing Email Address
Using Filters to find Tasks and Conversations
Using Project & Mailbox Notes
Using Tags to Organize Work

Projects & Tasks

17

Adding and Removing Users from a Mailbox or Project
Archiving and Deleting Projects and Mailboxes
Bulk Edit and Filter Tickets by Job
Changing Workflows on an Existing Project or Mailbox
Create a Project That Uses Workflow Jobs
Duplicating Tasks Instantly
Exporting Tasks and Conversations
Getting Started with Workflow Jobs
Introduction to Projects
Link Tasks to Conversations and Vice Versa
Managing Email Notifications
Moving Tasks to Another Project (or Conversations to Another Mailbox)
Setting up Description Templates
Using Filters to find Tasks and Conversations
Using Kanban Boards
Using Project & Mailbox Notes
Using Tags to Organize Work

Security & Privacy

1

DoneDone and GDPR

Transitioning from DoneDone Classic

4

Can I make Release Builds in DoneDone 2?
Importing Projects from DoneDone Classic: Overview
Importing Projects from DoneDone Classic: Sending Invites
Importing Projects from DoneDone Classic: What we import (and don’t import)

Tutorials

3

Connecting a web form to your Mailbox
Create Tasks from Slack Messages using Zapier
How to Organize Your Work Using Tags and Custom Filters

Users

4

Account Roles & Permissions
Adding and Removing Users from a Mailbox or Project
Creating & Managing Companies, Guests, & Users
Guests: Everything You Need to Know

Workflows

6

Bulk Edit and Filter Tickets by Job
Changing Workflows on an Existing Project or Mailbox
Create a Project That Uses Workflow Jobs
Deleting a Workflow
Getting Started with Workflow Jobs
Introduction to Workflows

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Workflows

Workflows

Use one of DoneDone's built-in workflows or create own of your very own.

Bulk Edit and Filter Tickets by Job
Changing Workflows on an Existing Project or Mailbox
Create a Project That Uses Workflow Jobs
Deleting a Workflow
Getting Started with Workflow Jobs
Introduction to Workflows

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