Getting started
Getting started
Getting started
Welcome to Umbrella! This guide will walk you through everything you need to know about using Umbrella from setting up your first project to using AI to build a proposal.
Welcome to Umbrella! This guide will walk you through everything you need to know about using Umbrella from setting up your first project to using AI to build a proposal.
Navigating the Umbrella App
Learn how to navigate around the Umbrella App. How to access all your Projects, your Global Files, and Global Calendar.
Learn how to navigate around the Umbrella App. How to access all your Projects, your Global Files, and Global Calendar.
Setting up your Workspace
In this tutorial, we'll go through setting up your first workspace and customizing it for your business, creating your first project, and inviting your team members.
In this tutorial, we'll go through setting up your first workspace and customizing it for your business, creating your first project, and inviting your team members.
Project Tasks
Learn how to create and organize project tasks in the Umbrella app.
Learn how to create and organize project tasks in the Umbrella app.
Manage Process in Tasks
Learn how to fully use your task board by managing processes. This allows you create subtasks within a Task creating a more dynamic workflow.
Learn how to fully use your task board by managing processes. This allows you create subtasks within a Task creating a more dynamic workflow.
Project & Global Calendar
Learn how to use your project calendar to the fullest with third-party calendar integrations like Googls and ESPN.
Learn how to use your project calendar to the fullest with third-party calendar integrations like Googls and ESPN.
Project Files & Docs
Get to know all the features in your project's files & docs. Features like sharing password protected files, writing documents, and giving feedback through comments.
Get to know all the features in your project's files & docs. Features like sharing password protected files, writing documents, and giving feedback through comments.
Forms
Learn how you can use forms to create surveys, collect data, or even as a registration sign up.
Learn how you can use forms to create surveys, collect data, or even as a registration sign up.
Contacts
Learn how to use Umbrella's Contacts feature.
Learn how to use Umbrella's Contacts feature.
Global Files & Docs
Learn the difference from Project and Global Files & Docs. With Global Files & Docs, you are able to view all files in your organization in one place - this page also allows you to jump in and get right to work seamlessly.
Learn the difference from Project and Global Files & Docs. With Global Files & Docs, you are able to view all files in your organization in one place - this page also allows you to jump in and get right to work seamlessly.
Project Announcements
Learn how you can you use Umbrella's Announcement feature to share news, important notes, and keep the whole team up to date.
Learn how you can you use Umbrella's Announcement feature to share news, important notes, and keep the whole team up to date.
Financials - Sending Invoices
Learn how to use Financials to send invoices and pay bills, all inside the app. Powered by Stripe.
Learn how to use Financials to send invoices and pay bills, all inside the app. Powered by Stripe.
Permissions
Learn how you can set roles for each member on each layer: Organization, Workspace, and Projects.
Learn how you can set roles for each member on each layer: Organization, Workspace, and Projects.
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Contact
hello@umbrellaconcierge.com
About
Umbrella Product is a multidisciplinary tech company that focuses on connecting individuals to a brighter future.
Pages
Contact
hello@umbrellaconcierge.com
About
Umbrella Product is a multidisciplinary tech company that focuses on connecting individuals to a brighter future.
Pages
Contact
hello@umbrellaconcierge.com
About
Umbrella Product is a multidisciplinary tech company that focuses on connecting individuals to a brighter future.