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Getting started
Workspace setup, first connections, the getting started checklist.
For you: what needs your attentionFind setup steps, screen tips, approvals and service updates in one place.4 min · Oct 20, 2026Welcome to Current: how your workspace fits togetherThe workspace model, the roles, and where everything lives, read this first.6 min · Oct 19, 2026What you need before you start with CurrentWho should set Current up, the work email it needs, the PSA and Microsoft 365 admin access to have ready, who to invite, and how seats and the free trial work.4 min · Oct 22, 2026Your first 15 minutes: the setup wizardWhat the setup wizard asks a brand-new workspace for, in order: two defaults, the PSA step (Autotask, ConnectWise, HaloPSA, Syncro, Rev.io, SuperOps, connect it later, or none), keeping noisy queues out of health scores, the first sync, who gets a login, then the card and trial with your seat count, and finally inviting your team.8 min · Oct 26, 2026Getting started checklist: your first afternoonConnect your PSA and Microsoft 365, invite the team, and go live, then work through the setup checks, your Getting started card, the screen tours, the walkthroughs and your Day 1 · Week 1 · Month 1 journey at your own pace.8 min · Oct 19, 2026Current setup checks: get each part of Current readyA short setup check for Workspace basics, Projects, Sales and Integrations: what each line means, how to fix it in place or on its own page without losing your place, the read-only PSA check, and how to ignore a check you don't need.6 min · Oct 19, 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 · Oct 15, 2026Our methodology: your PSA stays the source of truthCurrent is an operating layer over your PSA (Autotask, ConnectWise, HaloPSA, Syncro, Rev.io, or SuperOps) not a replacement system of record. What that means in practice, field by field.3 min · Oct 19, 2026My Day: your personal cockpitYour day on one page: today's meetings with a plan for the time between them, and everything that needs you, in the order Current suggests.5 min · Oct 26, 2026Your account: your name, and where you landChange the name Current greets you by, and pick the screen you open on.3 min · Oct 19, 2026Settings: every setting in one placeOne Settings page for the whole workspace and for you: the categories, finding a setting, what Needs attention means, Help beside every page, and where the old pages went.4 min · Oct 20, 2026Use Current on your phone or tabletCurrent runs in your phone or tablet browser and fits the screen. Add it to your home screen to open it full screen, like an app.2 min · Oct 25, 2026Dark mode: light, dark, or follow your computerPick a light or dark Current, or let it match your computer's setting.2 min · Oct 22, 2026Finding anything fast: global search with ⌘KHow the search box (⌘K) jumps to any project, task, company, contact, ticket, or opportunity, and how the same box answers questions with Ask Current.3 min · Oct 19, 2026The New menu: create anything from the top barPress New in the top bar to create a project, opportunity, company, contact, task, to-do, time entry or meeting request, or to log a meeting you had.2 min · Oct 22, 2026The left menu: My Day, your six modules, Pinned and All pagesHow the left menu works since October 2026: up to six modules you choose under My Day, up to 10 pinned pages, Jump back in, All pages for every other page, and hiding the menu.3 min · Oct 23, 2026Tables: sort, resize and choose your columnsTables with a Columns button: sort from a header, drag its edge to resize, and pick, order and reset columns. Your layout follows you to any computer.3 min · Oct 19, 2026Right-click menus: act on a row without opening itRight-click a task, opportunity, company, contact, lead, time entry or open tab to act on it in place, without opening it first.3 min · Oct 19, 2026Notifications in Current: the bell, email, and TeamsHow Current tells you when something needs attention: the pop-up under the bell, the bell's list, email, Teams, and how to set your own preferences.3 min · Oct 19, 2026Turn off email notifications you don't needStop Current's emails for things you already hear about, such as assignments your PSA already emails you, or switch email off altogether. The bell in Current keeps everything.2 min · Oct 23, 2026Reports: every report on one date rangeOne Reports page grouped by area, one date range with a comparison, All time and long ranges, who sees which report, PDF and CSV export, scheduled email.8 min · Oct 21, 2026Staying current: the What's New feedWhere every shipped feature and improvement shows up, how to check what you've missed, and the weekly What's new email.2 min · Oct 22, 2026Notification routing: who gets alerted for whatThe alert routing page decides which roles, teams, or people hear about each platform event, and what happens when you configure nothing.7 min · Oct 20, 2026Brand your reviews: logos, favicon & colorsSet your logos (one for light backgrounds, one for dark), a favicon, and two brand colors once in Settings › General › Profile and 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 · Oct 10, 2026Autotask, ConnectWise, HaloPSA, Syncro, Rev.io, or SuperOps: choosing your PSAThe wizard's PSA step, the one-PSA-per-workspace rule, switching later, and what Current-only mode means.3 min · Oct 19, 2026Your first week with roadmapsA day-by-day path into the Roadmap module: open one, take a suggestion, write the goals and the budget down, and take the first decision in a review.5 min · Oct 22, 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 · Oct 19, 2026How a project manager runs projects in CurrentThe project manager playbook: the first hour on My Day, Portfolio, a project, Playbooks, Schedule and the Time page; the daily and weekly loops; the scheduling and time rules; and what a month in looks like.7 min · Oct 11, 2026An engineer's day in CurrentThe engineer playbook: the first hour on My Day, a project and the Time page; 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 · Oct 15, 2026How an account executive works the CRMThe account executive playbook: the first hour across Sales home, Companies, Opportunities, 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 · Oct 19, 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 · Oct 19, 2026Get help from the Current teamHow to ask a question, report something that looks wrong, suggest a feature, or reach a person on the Current team, from inside Current and from the Help Center.3 min · Oct 22, 2026Suggest a feature and vote on ideasPost an idea on the Help Center's request board, vote for the ones you want, and hear from us when a request ships.3 min · Oct 11, 2026Try new features early with Preview featuresTurn on Preview features to get new parts of Current early, send feedback to the team building them, and get a short weekly email about what changed.3 min · Oct 20, 2026