Articles on getting started
2 articles tagged “getting started” — show all articles.
How to Create a Contact in Trevally and Use It Across the Whole App
Trevally builds most of your contact base automatically, but sometimes you need to create a contact by hand: a person you just met, a company, a supplier. This guide shows how to create personal and business contacts, customize their cards with your own fields, and where that new contact works across the app: lists, Kanban boards, file sharing, tasks and more.
Daniel Vieira Costa ·
Getting Started with Trevally: From Your First Sign-In to Finding Any Contact in Seconds
New to Trevally? This step-by-step tour walks you through your first minutes in the app: signing in with Google, granting permissions, accepting the terms, your first sync, exploring the dashboard, and finding any contact instantly with global search.
Daniel Vieira Costa ·