The alerts section of your dashboard shows you critical information related to your account. This information is variable according to your company and user profile, but may include information such as;
You can typically click on a link for more information or to complete the action required.
The calendar section of your dashboard allows you to keep up to date with tasks, projects and important deadlines. From here, you can;
View your list of projects from the dashboard gives you a quick and easy way to access or edit any project. From this view, you can;
The dashboard quote list provides easy access to your quote information, including;
Similarly to the quote list, the dashboard invoice list provides information on invoices;
Clicking or tapping on the nifty heart icon at the top right will allow you to share Knack with people you know, and get a free month for every person who signs up!
The search icon at the top right provides you with quick access to do a smart search across your Knack account. Our Knack Intelligence system will find the best results for a range of information, including;
Using this intelligence will help you navigate quickly to what you need without needing to browse through lists of data.
Using the Knack Knowledgebase quick search at the top right allows you to find articles on anything you need in Knack. If you have a question on how to deal with supplier invoices, for example, a search for "supplier invoices" will produce a list of possible articles to read.
Look out for the question mark icons across Knack for information and Knowledgebase links.
Chatting to other users is as simple as tapping on the floating chat icon at the bottom right of any page. This will open up a list of users to cha...
Registering for a Knack is easy. Simply go to the registration page: https://app.knackbusiness.com/register and fill in your basic information. You...
If you have forgotton your sign in password, go to the password reset URL; https://app.knackbusiness.com/login/password and enter your sign in ema...