Your free trial for the Advanced plan has started! Not sure which features to test to make the most of your two weeks? We have got you covered 😊 Follow the guide below to fully experience everything the Advanced plan has to offer.
Tip!
If you subscribed before April 2024, the Advanced plan corresponds to the former Business+ plan.
1. Set up your dashboard (View manual 👉)
Use various widgets to bring together your tasks, schedule, and frequently contacted teammates in one place. This makes accessing projects and managing work much easier. Check out the manual and build your own customized dashboard (recommended widgets are also included in the guide).
2. Customize your workflow with “Table 2.0” (View manual 👉)
Try advanced workflow features such as custom statuses, custom fields, and up to 5 levels of subtasks tailored to your team or company. With flexible customization and an intuitive UI/UX, you can easily visualize the entire project flow and collaborate more effectively with your team.
3. Use company project templates (View manual 👉)
Save time by creating templates for recurring tasks or projects. Whether it is client communication, product development, or department-level collaboration, templates help streamline workflows and ensure consistent processes 👏
4. Automate workflows with Zapier (View manual 👉)
Automate repetitive tasks that were previously handled manually using Zapier.
Examples:
Automatically create tasks from Google Form submissions (e.g., meeting or training requests)
Convert emails into tasks in Morningmate
5. Share large files 📂 (1TB → 5TB) (View more 👉)
Enjoy increased upload capacity—twice that of the Starter plan. Share more files freely and efficiently with up to 5TB within your workspace.
6. Strengthen your security settings (View manual 👉)
Create a safer and more secure work environment with enhanced security features. Once configured by an administrator, these settings apply to all employees.
Step 1: Two-factor authentication (2FA)
Add an extra layer of security by requiring verification via SMS or email during login, preventing unauthorized access.
Step 2: Document viewer watermark
Apply watermarks when viewing documents to prevent external leakage. Even if a file is captured and shared, you can trace its source.
Step 3: Login / file download IP restrictions
Restrict login and file downloads to specific IP addresses to better control access and enforce company security policies.
7. Explore the API Center (View more 👉)
With the Pro plan, you can integrate your company’s organizational structure, set up notification bots, and connect posts/tasks via API. This allows seamless integration with your internal systems (requires a developer for implementation).
