1
Look at Home
Home is where you land. It shows four figures about your own work (Active projects, Open actions, Completed and Overdue), your My actions list with Upcoming, Overdue and Completed tabs, Project progress, your My week ahead, and recent activity. Open any item to see the work behind it.
2
Open My actions
Choose My actions in the sidebar. Your open Actions are grouped by when they fall due, starting with Overdue. Open one to see it in the record panel. Read more in Actions.
3
Open a Project
Choose Projects and open one you belong to. Its tabs, such as Overview, Actions and Files, show everything for that body of work in one place. Read more in Projects.
4
Ask Beacon something
Choose Beacon. In the box, ask a question about your work, for example “What is overdue for me this week?”. Beacon answers from what you can already see. Read more in Chat with Beacon.
5
Bring in a file
In the Beacon box, choose Add (the plus button) and then Attach files. Ask Beacon to summarise the file or pull out the questions it leaves open.
6
Set how you want to be addressed
Open Settings > Account. Tell Beacon what to call you and add any standing instructions, such as “keep explanations brief”. See Instructions for how personal, Project and Organisation instructions combine.
7
Connect a system you use
Open Settings > Connectors, choose a connector, and sign in. Beacon can then read and act in that system, within the permissions you set. Read more in Connectors.