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Getting started
Workspace setup, first connections, the onboarding checklist.
Welcome to Current: how your workspace fits togetherThe workspace model, the roles, and where everything lives — read this first.2 min · Jul 20, 2026Your first 15 minutes: the setup wizardWhat the setup wizard asks a brand-new workspace for — the card and trial, picking seats, the PSA step (ConnectWise, Autotask, or neither), the mapping and noise review, the first sync, and inviting your team.7 min · Jul 18, 2026Your first afternoon: the onboarding checklistConnect your PSA and Microsoft 365, invite the team, and go live — write-back stays off until you turn it on.2 min · Jul 18, 2026Project modes: PSA-synced or Current-nativeThree project modes — Autotask-synced, ConnectWise-synced, or Current-native — how to choose, and the one path back.6 min · Jul 18, 2026Our methodology: your PSA stays the source of truthCurrent is an operating layer over your PSA — ConnectWise, Autotask, or HaloPSA — not a replacement system of record. What that means in practice, field by field.3 min · Jul 18, 2026My Day: your personal cockpitOne screen for everything assigned to you — across every project — sorted by urgency, not by project.2 min · Jul 18, 2026Finding anything fast: global search with ⌘KHow to use Current's command palette to jump straight to any project, task, company, contact, ticket, or deal.2 min · Jul 21, 2026Notifications in Current: the bell, email, and TeamsHow Current tells you when something needs attention — the in-app bell, email digests, Teams alerts, and how to set your own preferences.2 min · Jul 17, 2026Reports: the reports cockpit and its lensesSix fixed lenses on your portfolio (Overview, Delivery, Effort, Budget, Resources, and Risk), PDF and CSV export, and where the dashboards went.2 min · Jul 27, 2026Staying current: the What's New feedWhere every shipped feature, fix, and improvement shows up — and how to check what you've missed.2 min · Jul 23, 2026Notification routing: who gets alerted for whatAdmin → Notifications decides which roles, teams, or people hear about each platform event — and what happens when you configure nothing.7 min · Jul 18, 2026Brand your reviews: logo, favicon & colorsSet your logo, a favicon, and two brand colors once in Settings → Branding. Your logo and square mark land on every Strategic Business Review cover, the mark shows beside your workspace name in the top bar, Current derives a readable palette for the whole pack — PDF and Live — and the emails Current sends for you wear the same brand. Add Your story — tagline, values, methodology, sign-off — and the words go in too.6 min · Jul 18, 2026Autotask, ConnectWise, or HaloPSA: choosing your PSA in CurrentThe wizard's PSA step, the one-PSA-per-workspace rule, switching later, and what Current-only mode means.3 min · Jul 18, 2026