Welcome to Propely! To ensure you have a smooth start and fully benefit from the platform, we have created a series of videos that guide you through the most important features and processes.

The videos cover topics including:

These videos are designed to assist you before, during, and after meetings with our Customer Success team, so you can easily refresh your knowledge when needed.

Click here to view more videos about the Property page and settings
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You can also check out our two webinars that easily explains how the platform works:

Learn how to get started with Propely and manually set up the structure on the platform. We begin by setting up properties and tenant units.

An introduction to FM documentation within the platform.

A walkthrough of how to add users to the platform (all users are visible here).

Note: We can also import all users if they are added to an import template instead of being added manually. You can find the import template at the bottom of the article.

How to create and manage your suppliers on the platform.

Gain insight into how to create an annual wheel with routines that generate tasks with the desired frequency on the platform, and how to add checklists.

Note: We have an import template for importing your existing routines, or you can look at an annual wheel that we offer and can import. Please feel free to contact us if that interests you, and you will find the import template at the bottom of the article.

Tasks can be single events like a deviation or a notice of need, in addition to periodic inspections and routines set up in the system.

Creation, processing, filtering, and navigation on the task page within the platform. The task page has three standard view pages (standard, my responsibility, and my executing) which are shortcuts to different filters with various tasks.

Below, you can find a separate video on how to create your own view pages.

See how to create and manage tasks from the mobile app.

We recommend all users to update to the latest version of the mobile apps. There is a new beta version of the task page on iOS that is activated by clicking on Menu and then Use Beta Version.

Create your own view pages on the task page. You can create a view by high priority or task type, change "table columns" to get the view you want and share them with others.

See how you, as a supplier, can complete tasks. Handle tasks as an external user without logging into Propely.

Note: We are redesigning the task page, and in a few months, there will be an updated video with a new and more user-friendly design.

Learn how you, as a tenant, can complete tasks assigned by the landlord within Propely. You can report deviations, see news and notices from the landlord, and get tasks.

Our fire safety report is a tool to document fire safety work for the fire department, authorities, and insurance companies. See how to generate fire safety reports in the platform.

Learn how to send social posts from the platform. In the right menu under "Modules" is "Social" - there you have access to posts and events. When sending posts, select the target audience and how they should be notified.

Watch the video on the Portfolio dashboard, which provides a financial overview of all the company's properties. The dashboard presents aggregated information based on data from tenants in the system. Financial information from the contract management tools Fenistra and Fazile will also be automatically synchronized to Propely.

Create customized dashboards tailored to each role, making information easy and accessible for everyone. For example, you can get an overview of all lease agreements, contracts with automatic reminders, and more.

We recommend that you watch these videos before your first onboarding session with our team so that you come well-prepared and can get the most out of the training.

If you have any questions or need further help, don't hesitate to contact our Customer Success team. We are here to help!

Note: In several videos, Kristoffer mentions "import templates" for quick import. Download a zip file with all import templates here. It's important to follow the structure closely for us to perform the import correctly. If there are mistakes from the start, we will need to update them again.

Good luck with the onboarding!