OpsMemo
First setup and joining the team. Start with one site and team; add further settings later.
Screenshots of the current app with sample data and illustrative attachments. The app interface is in English; Help is available in English and Slovak.
Use Create an account, then I’ve verified my email.
In My workspaces → Create workspace, create your first site and team.
In More → People → Add, enter their email, role and team. Share the app link with them; no automatic invitation email is sent.
On Home, select New action, enter the brief, choose a person or team and select Create action.
Use Create an account or Sign in with an existing account.
After verification, select Accept in My workspaces. Invitations last 7 days; ask an Admin for a new one if it has expired.
Select the workspace and open My actions. You do not need to create another workspace.
Open the app and switch from sign-in to account creation. Enter your email, password and password confirmation. Follow the verification link in your inbox, then select I’ve verified my email in the app. Already registered? Use Sign in.
In My workspaces, choose Create workspace. Enter your name, your organisation’s name, the First site and team names separated by commas. Confirm with Create workspace. The creator becomes an Admin.
Under People, select Add. Enter a name, email, primary site, role and the appropriate team memberships or management scope. Save the invitation. The person registers with the same email, verifies it and selects Accept in My workspaces.
Create your first task with How it works →
These options are not prerequisites for your first task. Expand only what you need.
Open More, or Workspace settings from Home. Next to Sites, select Add and name the next site. A site can be a warehouse, store, factory or another separate operation.
Next to Teams, select Add. Enter a name and choose a Site. Each team belongs to a specific site, for example Receiving or Maintenance. Add further teams later as needed.
Select the Manager role. Under Additional managed Sites, choose their sites. For each site, enable Whole Site, including future teams, or select at least one specific team. The primary site is always included.
For the Team member role, select a site and at least one team. A person can belong to multiple teams at that site. Confirm with Save. Check memberships again when changing the primary site.
In More → Settings → Job titles, an Admin can define several titles for each role. Save keeps the editor open and shows confirmation. Continue editing or choose Close. When editing a person, select a preset or enter a custom title.
Continue with the guide