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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.3 min · Oct 11, 2026Welcome to Current: how your workspace fits togetherThe workspace model, the roles, and where everything lives, read this first.6 min · Oct 10, 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, 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 12, 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 10, 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 10, 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 3, 2026Our methodology: your PSA stays the source of truthCurrent is an operating layer over your PSA (Autotask, ConnectWise, HaloPSA, or Syncro) not a replacement system of record. What that means in practice, field by field.3 min · Oct 10, 2026My Day: your personal cockpitYour day on one page: your work in the order Current suggests, what waits on you, your to-dos, your meetings and a planner for your week.5 min · Oct 9, 2026Your account: your name, and where you landChange the name Current greets you by, and pick the screen you open on.3 min · Sep 24, 2026Settings: every setting in one placeOne Settings page for the whole workspace and for you: the categories, finding a setting, what Needs attention means, Ask Current beside every page, and where the old pages went.4 min · Oct 11, 2026Dark mode: light, dark, or follow your computerPick a light or dark Current, or let it match your computer's setting.2 min · Oct 7, 2026Finding anything fast: global search with ⌘KHow the search box (⌘K) jumps straight to any project, task, company, contact, ticket, or deal, and how the same box answers questions with Ask Current.3 min · Oct 9, 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 10, 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 · Sep 25, 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 10, 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 · Oct 10, 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 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 10, 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, or Syncro: 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 · Sep 17, 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.4 min · Sep 17, 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 10, 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 10, 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 · Oct 10, 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 10, 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, 2026