Follow this path to go from new user to confident workspace administrator. Each step links to Platform Documentation articles.
Who this is for
New members, workspace admins onboarding a team, and anyone building a training plan for Elevale.
Key concepts
1. Orientation: Welcome to Elevale, Quick Start Guide, Platform features overview.
2. Workspace setup: Workspace setup, Inviting your team, Import your workspace, User Management.
3. Strategy: Business Plan, Understanding OKRs, KPI Dashboards, OKR sessions and planning.
4. Execution: Task Management in Elevale, Task views explained, Time tracking on tasks, Using the work calendar, Workspace automations, Contacts, BD Log, Market Intelligence, Process Map.
5. Collaboration: Wiki & Documentation, Team Chat, Command Centre, Connected inbox, Team presence and status, Media Library, Live dashboards and reporting, AI assistant and insights.
6. Plans and compliance: Subscription plans, Referral programme, Certification pathways, Compliance overview.
Common questions
Do I need to read every article in order?
No. Use the path as a guide. Jump to the section that matches your role, then return for topics you have not covered yet.
Where is the in-app checklist?
Open Overview and use the Getting Started checklist for a guided tour alongside these articles.
What should admins prioritise first?
Complete workspace setup, invite your team, then work through Business Plan and OKRs before rolling out tasks and calendar.