Getting Started on Desktop

 

Step 1: Quick things you need to know about Coast

1. Coast organizes information into Workspaces, each featuring two integrated components: Messaging and Workflow. When you select a workspace, the central view displays the Messaging section, while the Workflow section is located on the right.
2. You can create an unlimited number of workspaces, allowing you to manage diverse workflows, team-specific communication, or location-based organization.
3. Invited users have access only to the workspaces they are added to. Ensure you assign users to the relevant workspaces and configure their view access using our permission settings.
4. Stay connected on the go with Coast's mobile availability. Download the app for your device using the links below.
   
   Download Coast for Android
   Download Coast for iOS

 

Step 2: Inviting your team to Coast

Your Coast account is made up of workspaces where people can communicate and work together. To invite your team to your account:

1. On the left-hand side, click the drop-down arrow near your profile picture.
2. Click Invite Someone.
   
   
   
   
3. Enter the person's full name and either their email or phone number.
4. Click Send Invites.
5. You can also share an Invite Link. Click Copy on the same page and send that to anyone you want to invite.
   
   
   
   Note: Everyone that you invite will be automatically added to your All Teams chat group. For other workspaces in your account, you'll have to add them directly to it.

One thing to keep in mind is that your invitee will need to use the same phone number or email that was used to invite their account to log into their account.

 

Step 3: Adding the right workflows to your account

As you create your account, you may have added a few workflows like shift scheduler, task management, and work orders. To make sure you're using the workflow that best suits your account, check out our Workflow Library:

1. Click on the pencil icon in the upper left-hand corner
2. Click on New Workflow
3. Choose the appropriate workflows to add to your account.

Once you have all the workflows you need for your account, make sure to add your team members to the appropriate ones.

 

Step 4: How to navigate and use each workflow

 

Home Screen

The left-hand side contains all the workspaces that you are currently in for your Coast account. Click into a workflow that you've added and want to use for your account. Keep in mind that other team members may see different workspaces than you if they have not been added to certain workspaces.

I'll be clicking into Work Orders & PMs to demonstrate how to navigate and use this workflow. Using and navigating other workflows will be almost exactly the same.

 

 

Message component of a workspace

When you click into a workflow, the middle part of your screen will be the messaging component of the workflow. You can use this section to discuss anything related to that workflow with your team.

 

 

Workflow component of a workspace

The right-hand side of a workspace is the workflow component. This is where you'll be creating work orders if you're using the Work Orders & PMs workflow. For other workflows, this will be the same area where you will be doing specific actions for that workflow. Just click the + New button to add cards to your workflow.

 

 

Note: If you're unable to assign cards to your team, make sure your team has been added to the workflow group by clicking on Members.

 

Step 5: Using the workflows in your account

Below, you'll find helpful articles detailing the use of each workflow in our library. Before you explore them, here are a few quick tips for managing Groups:

1. Deleting a Workspace: Navigate to the workspace, click the workspace name at the top, scroll down, and select Advanced Options. Then, choose Delete Workspace for Everyone.
2. Inviting Members: Navigate to the workspace, click the workspace name at the top, and select Members. Click on Add new member.
3. Removing Members: On the Members page, locate the member you wish to remove. Tap the 3 3-dot icon next to their name, and select Remove from Workspace.

 

Step 6: Learn how to navigate the different workflows 

🗓️ Shift Scheduler

⏰ Time Off Request

↔️ Shift Swaps

📷 Photo Schedules

📒 Task Management

💬 Team Messaging

🛠️ Maintenance Work Order Management