Congratulations on being appointed as an Account Owner for your new Fuseboard site! If you have been appointed as the Account Owner (highest privilege) for your Fuseboard account, you will be responsible for setting up your Fuseboard site for use by your team.
This guide is designed to help you complete the initial setup of your Fuseboard. It includes references to other User and Administration Guides which provide more detailed and comprehensive descriptions of Fuseboard’s features and functionality, as well as step-by-step instructions. Though you may decide to undertake these steps in a different order, the order suggested here is generally the most effective.
Step 1. Get Your Bearings...
Everything goes a bit more smoothly after learning the "lay of the land". We recommend that you take a moment to gain a high-level, over-arching view of the Fuseboard layout and some of the terms used. See the Tour Guide for a quick glimpse of Fuseboard navigation, structure, and terminology.
Step 2. Configure Your Settings and Your Organizations Settings
From the Top Menu, click on the Settings icon on the far right to establish both your personal and company settings. See the Setting Up Fuseboard Administration Guide for more details on this area.
Step 3. Set Up Any Integrations
We provide instructions for setting up integration to Harvest, Xero, or Freshbooks. For more information, see either the Harvest Integration, Xero Integration, or Freshbooks
Integration Administration Guide.
Step 4. Import Your Contacts and Companies
Step 5. Stages, Phases, and States – Oh my!
Before you begin adding Deals, Projects, and/or Tickets, it is a great idea to set the framework for these areas.
Add Stages for your deals. Stages allow you to "move" a deal from start to finish, along with increasing the probability of closing the deal. We pre-load some default Stages for you, but you are able to add, delete or modify these Stages to suit your business. For more information on setting the Stages for your deals, see the Deals User Guide.
Add Phases for your projects. Phases allow you to mark the progress of a specific project in a systematic and uniform way. We pre-load some default Phases for you, but you are able to add, delete or modify these Phases to suit your business. For more information on setting up the standard Phases for your projects, see the Projects User Guide.
Add or change States for your tickets. States allow you to mark the progress of a specific ticket in a systematic and uniform way. We pre-load some default States for you, but you are able to add, delete or modify these States to suit your business. For more information on setting up the standard States for your tickets, see the Tickets User Guide.
Step 6. It’s All About the Label
You can organize your deals, tickets, and projects using color coded labels. Pre-loading appropriate and meaningful Labels that can be used by your team to identify or tag deals, projects and/or tickets, makes it much easier to find or filter long lists of these items.
Add Labels for your deals. For more information on adding or changing labels for your deals, see the Deals User Guide.
For more information on adding or changing labels for your projects, see the Projects User Guide.
For more information on adding or changing labels for your tickets, see the Tickets User Guide.
Step 7. Create Some Templates
You can actually create a “template” of a list of tasks that should be performed for each deal, project, or ticket. These tasks can even be assigned to your users automatically. When using a template, you can reduce the burden of creating projects, deals and tickets for routine scenarios.
When creating your templates, you can setup milestones, tasks and task lists. You also have the ability to assign individuals to tasks and set up timing strategies for your tasks and/or milestones. You can create several templates or many templates for each area depending upon your need.
💡 Tip: Here is an opportunity to structure standard Milestones and a standard list of tasks for your projects. For Projects, put the “Big Rocks” in before adding the Pebbles. In other words, create your Milestones before creating your Tasks.
For more information on creating templates for deals, projects, and/or tickets, see the Templates Administration Guide.
Step 8. Many Hands Make Light Work
Like a barn-raising, building something is always a lot easier when others pitch in. Besides, it's always fun working on a project with a good team of folks...the more the merrier! Invite your teammates to join you on Fuseboard!
See the Users and Permissions Administration Guide for more details.
Step 9. Add Deals, Projects, and/or Tickets
It's time to begin adding your information into Fuseboard! You and your team are now ready to add those deals, projects and/or tickets. Please see the respective User Guide for more information on these three areas:
- Deals User Guide
- Projects User Guide
- Tickets User Guide
To learn more about adding & managing your Tasks, and setting up Milestones for your projects, see the Tasks & Milestones User Guide.
Step 10. Create Some Space(s)
Facilitate and encourage team collaboration and communication by creating Spaces. For more information on Spaces, see the Spaces User Guide.