Congratulations on your new Coast account! Not sure what to do first? Watch our quick start guide and follow these 5 steps:
Step 1: Quick things you need to know about Coast
- 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.
- You can create an unlimited number of workspaces, allowing you to manage diverse workflows, team-specific communication, or location-based organization.
- 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.
- Coast is also available on desktop. You can log in at app.coastapp.com using the same phone number or email that you used to create your account. On desktop, you'll have access to a full monthly and weekly calendar.
Step 2: Inviting your team to Coast
Your Coast account is made up of workspaces where people can communicate and work together. You'll also be able to assign tasks, shifts, and more to your invited members. To invite your team to your account:
- Click on your profile picture in the top left corner of your screen.
- Click Invite Someone
- Select from these 3 options:
- Invite from your Contacts - This will allow you to add people directly from your Contacts list on your phone.
- Invite by Text Message - This will send an invite link to a phone number of your choice. Your invitee will need to click on that link to create their account and join your business.
- Invite by Email - This will send an email to the email of your choice. Your invitee will need to click on that link to create their account and join your business.
One thing to keep in mind for all these options is that your invitee will need to use the same phone number or email that was used to create 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:
- From your home screen, tap the pencil icon
in the upper right-hand corner.
- Click New Workflow and choose the workflows to add to your account.
- Add the right team members to it. Remember, you can add as many as you like.
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
Your home screen 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 first thing you'll see is the messaging component of the workflow. You can use this section to discuss anything related to that workflow with your team. To get into the workflow area, just click the check icon in the top right-hand corner.
Workflow component of a workspace
After clicking the check icon on the top right-hand corner of the messaging area, you'll see 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 plus 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 workspaces:
First, navigate to the desired workspace, click the Workspace Name at the top, and tap "Workspace Details" to open the menu.
- Deleting a Workspace: Within the Workspace Details menu, select Advanced Options. Then, choose Delete Workspace for Everyone.
- Inviting Members: In the Workspace Details menu, select Members. Click on Add new member.
-
Removing Members: On the Members page, locate the member you wish to remove. Tap the 3-dot icon
next to their name, and select Remove from Workspace.
Step 6: Learn how to navigate the different workflows
↔️ Shift Swaps
🛠️ Maintenance Work Order Management