Getting started
Find your way around Hydi
Admins & staff
See what is in the sidebar, where your account menu is and which parts only admins can open.
Where:Sidebar
- Assign Tasks: the button at the top of the sidebar. It starts assigning tasks to clients.
- Onboard Client: the button under it. It adds or invites a client.
- Dashboard: what needs your attention today. The bell at the top right opens your notifications.
- Clients: your client list. Select a client to see their tasks, documents and forms.
- Tasks: every task in one list you can filter.
- Task Templates: your reusable sets of tasks.
- File Library and Form Library: shared documents and forms. Only admins see them, and the Form Library needs a plan that includes it.
- Settings: only admins see it. It holds General, Branding, Tasks, Reminders, Notifications, SMS and Staff.
- Getting Started: the setup checklist, until someone dismisses it or finishes setup.
- Your name, at the bottom of the sidebar: opens a menu with Settings for admins, Appearance, My Account and Log out.
Good to know
- A banner with a Subscribe button appears across the top as your free trial runs out.
- Search and keyboard shortcuts get you to any of these pages without the sidebar.
Related
- Read your dashboardSee what each number, card and list on the Dashboard means.
- Jump to a page with searchOpen the search box with a keyboard shortcut and go to a main page by typing its name.
- Find a business settingSee which Settings page holds each business setting and which article explains it.
- Know what each role can doSee what staff members, admins and the business owner can each do in Hydi.