Aptlets

Manage processes and tasks with project management boards

24 articles in this collection
Written by Clare and Dennis Wong

Aptlet Overview

Aptlet Basics

Learn about your Aptlet Dashboard, Boards and Cards

Written by Clare
Updated over a week ago

Create a new Aptlet Board

Create a private board just for you, invite specific users to access or make it public to everyone in your organization.

Written by Clare
Updated over a week ago

Install an Aptlet Template

Browse the Aptlet Gallery, install a template and start managing work in Aptly.

Written by Clare
Updated over a week ago

Aptlet Board Settings

Aptlet Board Settings

Learn how to edit and delete Aptlet boards via the "About this Aptlet" settings.

Written by Clare
Updated over a week ago

Edit Board Stages and Card Fields

Add, edit, or delete board stages and card fields

Written by Clare
Updated over a week ago

Customize Columns in List and Group View

Select which columns are shown in List and Group view and choose the order

Written by Clare
Updated over a week ago

Creating Aptlet Segments

Make custom groups of Aptlet cards and Locations.

Written by Clare
Updated over a week ago

Aptlet Reports

Use Reports to review performance data and strategically improve property operations and lead management

Written by Clare
Updated over a week ago

Aptlet Cards

Create a Card From a Conversation

Add a task card to a board directly from a conversation

Written by Clare
Updated over a week ago

Create Tasks and Task Templates

Use tasks to break up work in a card into smaller parts.

Written by Clare
Updated over a week ago

Select-Multiple and Select-All Cards in an Aptlet Stage

Bulk select multiple or all the cards in a stage to enable bulk card options

Written by Clare
Updated over a week ago

Merging Aptlet Cards

Remove duplicates on your board by merging cards

Written by Dennis Wong
Updated over a week ago

Copy Cards to Another Board

Save time and avoid manual data entry by copying a card from one board to another.

Written by Dennis Wong
Updated over a week ago

Delete a Card

Learn how to delete and restore a card

Written by Dennis Wong
Updated over a week ago

Advanced Aptlets

URL Integration

Enable a scheduled data import from a published JSON URL

Written by Dennis Wong
Updated this week

Webforms

Use Webforms to consistently create better Aptlet cards

Written by Dennis Wong
Updated over a week ago

Convert a Process to an Aptlet Board

Online or on spreadsheet, it's easy to convert your existing process to Aptly.

Written by Clare
Updated over a week ago

Send data to a board with our API

Connect with our API to automatically import data to a board.

Written by Clare
Updated over a week ago

Automatically Import Data to an Aptlet Board with a Dedicated Board Email Address

Learn how to generate an email address for an Aptlet Board. Messages sent to the email will auto populate as cards on the board.

Written by Clare
Updated over a week ago

Import a Spreadsheet into a Board

Import spreadsheet data directly into an Aptlet Board, so you don't have to manually input all your information.

Written by Clare
Updated over a week ago

Add a Mirror Field

Add a mirror field to any board and easily view information from another board.

Written by Clare
Updated over a week ago

Set Up Auto Reply Workflows

Send automated emails to customers when you move a card from one stage to the other.

Written by Clare
Updated over a week ago

Set Up Round Robin Auto Assignment

Automatically assign incoming cards to teammates

Written by Clare
Updated over a week ago

Integrate an Aptlet Board with Calendly

Automatically add a card to a board in Aptly anytime someone schedules an event through Calendly. Perfect for showings!

Written by Clare
Updated over a week ago