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Get started with Propely - Onboarding videos for company settings
Get started with Propely - Onboarding videos for company settings

A step-by-step guide to getting started on the platform

Updated over a week ago

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.


Your company

Learn more about settings that can be applied to the company and apply to all properties.


Property fields

Activate property and tenant information for all buildings, or do it per building within the property.


Documentation structure

Set up the structure for your documentation, or use our standard setup. The documentation syncs to all properties, and here you can adjust fields as well as standard elements in the collection.


Task types

See the standard task types in the system. You can adjust the names or add other task types such as "wish list" or "HSE."


Tag types

Set up custom tag types to categorize different tasks in the system. You will also get an overview of the standard tags in the system, and we recommend not having too many tags.


Notifications

Customize notifications sent to different users and on various platforms. You can activate email notifications or deactivate certain alerts for suppliers, tenants, and/or landlords.


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

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

Good luck with the onboarding!

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