User guide

This guide is for the people who use dotPulse every day: team members, project managers and anyone who logs work, follows tasks or keeps the calendar up to date.

It does not cover installing dotPulse, adding users, setting permissions or choosing modules. Those jobs belong to your administrator and are covered in Getting started.

What you see depends on your permissions

Your administrator decides which modules you can open and what you can change in each one. If a menu entry, button or tab from this guide is missing for you, you probably don't have permission for it. Ask your administrator.

How this guide is organised

The pages follow the order in which most people meet dotPulse:

• The interface: logging in and out, the top bar, menus, tabs, filters and the other pieces that every page shares.
• Your dashboard: the page you land on after logging in, and the project tips bell.
• Your account and preferences: your details, your password, two-step login and the preferences that change how dotPulse looks and behaves for you.
• Companies, departments and contacts: the people and organisations your projects are for.
• Projects, Tasks, Gantt chart and board and Logging work: planning and following the work itself.
• Calendar: events, meetings and the tasks that fall on each day.
• Files, forums and links: documents and discussions.
• Search: finding anything across dotPulse.

Each page is written around tasks, such as "Add a contact" or "Change your password". You can read a page from top to bottom, or jump straight to the task you need from the table of contents.

Conventions

• Menu paths and buttons are in bold, with › between steps. For example, Contacts › new contact means "open Contacts from the menu, then click the new contact button".
• Field names and labels are written as they appear on screen in English. If you use dotPulse in another language, the labels are translated.