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Aptlets
Manage processes and tasks with project management boards
24 articles in this collection
Written by
Sina Shekou,
Elisa Dixon,
and
Christina
Aptlet Overview
Aptlet Basics
Learn about your Aptlet Dashboard, Boards and Cards
Written by
Sina Shekou
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
Sina Shekou
Updated over a week ago
Install an Aptlet Template
Browse the Aptlet Gallery, install a template and start managing work in Aptly.
Written by
Sina Shekou
Updated over a week ago
Aptlet Board Settings
Aptlet Board Settings
Learn how to edit and delete Aptlet boards via the "About this Board" settings.
Written by
Elisa Dixon
Updated this week
Edit Board Stages and Card Fields
Add, edit, or delete board stages and card fields
Written by
Sina Shekou
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
Sina Shekou
Updated over a week ago
Creating Aptlet Segments
Make custom groups of Aptlet cards and Locations.
Written by
Sina Shekou
Updated over a week ago
Aptlet Reports
Use Reports to review performance data and strategically improve property operations and lead management
Written by
Sina Shekou
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
Sina Shekou
Updated over a week ago
Create Tasks and Task Templates
Use tasks to break up work in a card into smaller parts.
Written by
Sina Shekou
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
Sina Shekou
Updated over a week ago
Merging Aptlet Cards
Remove duplicates on your board by merging cards
Written by
Christina
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
Christina
Updated over a week ago
Delete a Card
Learn how to delete and restore a card
Written by
Christina
Updated over a week ago
Advanced Aptlets
URL Integration
Enable a scheduled data import from a published JSON URL
Written by
Christina
Updated over a week ago
Webforms
Use Webforms to consistently create better Aptlet cards
Written by
Christina
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
Sina Shekou
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
Sina Shekou
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
Sina Shekou
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
Sina Shekou
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
Sina Shekou
Updated over a week ago
Sequences
Automated customer messages and team task creation emails when you move a card from one stage to the other.
Written by
Sina Shekou
Updated over a week ago
Set Up Round Robin Auto Assignment
Automatically assign incoming cards to teammates
Written by
Sina Shekou
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
Sina Shekou
Updated over a week ago