Category Archives: Global

Homepage Version 5.0 Released! Introducing My Agenda

Homepage Version 5.0 Released!  Introducing My Agenda

This post was updated on March 31st to add a video overview (found below). It’s finally here! The Homepage V5 update was completed and made available to all Apptivo users this weekend. This is a sweeping set of improvements that enhance the website navigation, your main activity dashboards, as well as the collaboration features available …Read more

Posted in Blog, Future Plans, Global, Product Blog, Product Updates, Upcoming Releases
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Where to Find Your Apptivo API Key & Apptivo Access Key

The Question: How do I acquire an API key & Access key to access an Apptivo WordPress Plugin, or to build my own Apptivo application? Do I need to purchase anything, and where do I find the key? The Answer: Apptivo offers access to their API for developers & business users who want to integrated …Read more

Posted in General, Global
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What are activities, and why are they so important?

The Question: I keep reading about how activities are the center of the Apptivo software, but I don’t quite understand their significance. What are the various activity types, and how should I use them? The Answer: To understand what an activity is, let’s first take a look at its definition:Ac-tiv-i-ty [ak-tiv-i-tee] any specific deed, action, …Read more

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What are documents, and how do I use them?

What are documents, and how do I use them?

The Question: I read about the documents feature on the pricing page, and would like to know about where and how my company will use document storage. The Answer: Documents, along with notes, appear in nearly every Apptivo application.  This is important because it allows yourself, and your employees, to store documents & files in …Read more

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What are notes, and how do I use them?

What are notes, and how do I use them?

The Question: I see notes are available on most pages, but I’m not sure what they are meant to be used for. Could someone enlighten me? The Answer: Notes, along with documents, appear in nearly every Apptivo application.  Notes have a few different proper uses, depending on the type of business.One common use of notes …Read more

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