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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.6 min · Sep 11, 2026Your first 15 minutes: the setup wizardWhat the setup wizard asks a brand-new workspace for, in order — the PSA step (ConnectWise, Autotask, HaloPSA, or neither), the mapping and noise review, the first sync, then the card and trial with your seat count, and finally inviting your team.7 min · Sep 10, 2026Your first afternoon: the onboarding checklistConnect your PSA and Microsoft 365, invite the team, and go live — then work through the Finish setting up list, the screen tours, the walkthroughs and your Day 1 · Week 1 · Month 1 journey at your own pace.8 min · Sep 11, 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 · Aug 24, 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, with your week laid out beside it.3 min · Aug 24, 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 · Aug 2, 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 · Sep 6, 2026Reports: every report on one date rangeOne Reports page grouped by area, a shared date range with a comparison, who sees which report, PDF and CSV export, and scheduled email.6 min · Sep 6, 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 · Sep 6, 2026Notification routing: who gets alerted for whatWorkspace → Notifications decides which roles, teams, or people hear about each platform event — and what happens when you configure nothing.7 min · Sep 6, 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, 2026How to run a workspace in CurrentThe Tenant Admin playbook: the first hour screen by screen, the daily and weekly loops, the rules Current enforces on roles, sync and money, and what a well-run workspace looks like a month in.8 min · Sep 10, 2026How a project manager runs projects in CurrentThe project manager playbook: the first hour on My Day, Portfolio, a project, Playbooks, Schedule and Time entry; the daily and weekly loops; the scheduling and time rules; and what a month in looks like.7 min · Sep 11, 2026An engineer's day in CurrentThe engineer playbook: the first hour on My Day, a project and Time entry; the day and the week; the time-entry guard and the other rules you will run into; and what a month in looks like.6 min · Sep 11, 2026How an account executive works the CRMThe account executive playbook: the first hour across Sales Home, Companies, Deals, Leads, sequences and renewals; the daily and weekly loops; the read-everything, write-your-book rules; and what a worked book looks like a month in.7 min · Sep 11, 2026How a sales manager runs the teamThe sales leadership playbook: the first hour across the Team Cockpit, pipelines and checkpoints, Goals, routing rules, offerings, tags and coaching; the daily, weekly and monthly loops; the rules the CRM holds the team to; and a month in.7 min · Sep 11, 2026