Prerequisites
- An active Elementum account
- Basic understanding of your business process
- Access to your Elementum dashboard
Get Started in 4 Steps
1
Create Your First App
Go to Apps in your dashboard, click Create App, and fill in the details (name, icon, category, description).
2
Set Up Your Layout
Use the Layout builder to add fields (contact info, status, priority, due dates) and create views (List, Board, Calendar).
3
Configure Your Flow
Map out workflow stages (e.g., Lead → Qualified → Closed) and add simple automations (e.g., notify manager for high-value deals).
4
Test & Invite
Add test records, walk through the process, and invite your team for feedback.
Common First Apps
Sales Pipeline
Track deals from lead to close with automated approvals and notifications.
Support Tickets
Manage customer issues with smart routing and SLA tracking.
Expense Approvals
Streamline expense processing with automated workflows.
Vendor Management
Handle supplier relationships and contract tracking.
Best Practices:
- Start simple: Begin with essentials, add complexity as you learn.
- Test thoroughly: Always test your workflows before going live.
- Get feedback: Involve your team early to ensure the workflow meets their needs.
- Document everything: Keep notes on your configuration for future reference.
Explore More
Core Concepts
Learn the fundamental concepts behind Elementum’s platform.
Automation Guide
Master the automation system to build advanced workflows.
Best Practices
Follow proven patterns for building effective workflows.
API Documentation
Integrate Elementum with your existing systems.
Need Help?
- Documentation: Explore our comprehensive guides and tutorials.
- Support: Contact our support team for personalized assistance.
- Training: Schedule a training session with our experts.