How to use the workspace

1. 1

   Open the CRM URL (OutStack workspace).

2. 2

   Enter email and password.

3. 3

   Click “Sign in”.

4. 4

   If the contract isn’t signed yet — complete the on-screen steps first. Projects stay locked until then.

1. 1

   On Overview click “Create project”.

2. 2

   Enter a title — e.g. “Ads · search”.

3. 3

   Add a short brief (optional).

4. 4

   Click “Create project”.

5. 5

   Wait for a manager to assign a specialist — you’ll see them on the project card.

1. 1

   In the top menu click Projects.

2. 2

   Open the project from the list.

3. 3

   At the top — status and team (manager, specialist).

4. 4

   Below — the task board: To do → In progress → Review → Done.

1. 1

   Open Chats in the menu.

2. 2

   On the left pick the project chat.

3. 3

   Type in the message field.

4. 4

   Press Enter or Send.

5. 5

   Files: Attach file or drag into the chat.

Tip: Direct chat is for 1:1 notes. Keep project agreements in the project chat.

1. 1

   Open Tasks — or open a project and click a task on the board.

2. 2

   Read the description, due date, and status.

3. 3

   Use Task chat at the bottom for questions or feedback.

4. 4

   Need a file — Upload / drag into files.

Tip: Specialists move board statuses. You review progress and accept results in chat.

1. 1

   Open Chats and the project (or direct) thread.

2. 2

   Click Create video meeting.

3. 3

   Or go to Video → New meeting.

4. 4

   Join → enable Mic and Camera.

5. 5

   Share screen with Screen. End with End meeting or Leave.

1. 1

   Open Documents / Files.

2. 2

   Find the OutStack contract block.

3. 3

   If status is Active — download the PDF.

4. 4

   If missing — Complete on home and finish the wizard.