# Wonderly

## Help Center

- [Help Center Home page](https://www.wonderly.com/help/readme.md)
- [Understand Wonderly](https://www.wonderly.com/help/wonderly/understand-wonderly.md): Learn what Wonderly is, what problems it solves, and how the system fits together.
- [Wonderly features explained](https://www.wonderly.com/help/wonderly/wonderly-features-explained.md): An overview of Wonderly’s hubs and built-in capabilities, and how they work together.
- [Wonderly's navigation](https://www.wonderly.com/help/wonderly/wonderlys-navigation.md): Learn what each button on your Wonderly account does
- [Settings navigation](https://www.wonderly.com/help/wonderly/wonderlys-navigation/settings-navigation.md)
- [Account & team settings navigation](https://www.wonderly.com/help/wonderly/wonderlys-navigation/settings-navigation/account-and-team-settings-navigation.md): Manage your personal account and team-wide settings.
- [General settings navigation](https://www.wonderly.com/help/wonderly/wonderlys-navigation/settings-navigation/general-settings-navigation.md): Personalize how Wonderly looks for you without affecting your team.
- [Hubs settings navigation](https://www.wonderly.com/help/wonderly/wonderlys-navigation/settings-navigation/hubs-settings-navigation.md): Configure how that specific part of Wonderly works for your business.
- [Pages navigation](https://www.wonderly.com/help/wonderly/wonderlys-navigation/pages-navigation.md)
- [Home page navigation](https://www.wonderly.com/help/wonderly/wonderlys-navigation/pages-navigation/home-page-navigation.md): The Home section in your Wonderly account is your central dashboard. It gives you a real-time snapshot of your business performance.
- [Sales page navigation](https://www.wonderly.com/help/wonderly/wonderlys-navigation/pages-navigation/sales-page-navigation.md): The Sales section in your Wonderly account is where you track sales opportunities. manage customer relationships, and organize your entire sales pipeline in one place.
- [Inbox page navigation](https://www.wonderly.com/help/wonderly/wonderlys-navigation/pages-navigation/inbox-page-navigation.md): The Inbox in Wonderly is your unified communication hub where all client interactions converge in one place.
- [Calendar page navigation](https://www.wonderly.com/help/wonderly/wonderlys-navigation/pages-navigation/calendar-page-navigation.md): The Calendar in Wonderly is your meeting management and scheduling hub. Access your AI Agenda, view your availability, upcoming meetings, and booking slots.
- [Projects page navigation](https://www.wonderly.com/help/wonderly/wonderlys-navigation/pages-navigation/projects-page-navigation.md): The Projects feature removes friction from the sales-to-delivery handoff. Instead of your delivery team asking "What did the client need?" or searching for deal information, they open the project and
- [My business navigation](https://www.wonderly.com/help/wonderly/wonderlys-navigation/my-business-navigation.md)
- [Business info navigation](https://www.wonderly.com/help/wonderly/wonderlys-navigation/my-business-navigation/business-info-navigation.md)
- [Website navigation](https://www.wonderly.com/help/wonderly/wonderlys-navigation/my-business-navigation/website-navigation.md)
- [Form & Scheduling navigation](https://www.wonderly.com/help/wonderly/wonderlys-navigation/my-business-navigation/form-and-scheduling-navigation.md)
- [AI Phone navigation](https://www.wonderly.com/help/wonderly/wonderlys-navigation/my-business-navigation/ai-phone-navigation.md)
- [Ads Manager](https://www.wonderly.com/help/wonderly/wonderlys-navigation/my-business-navigation/ads-manager.md)
- [Create your account](https://www.wonderly.com/help/get-started/create-your-account.md): Sign up for Wonderly in a few minutes using your email or an existing Google, Microsoft, or Apple account.
- [Your first week with Wonderly](https://www.wonderly.com/help/get-started/your-first-week-with-wonderly.md)
- [Marketing checklist: what to do before going live](https://www.wonderly.com/help/get-started/marketing-checklist-what-to-do-before-going-live.md): A quick reference for everything to set up before you publish your Wonderly website.
- [Workspace and team setup](https://www.wonderly.com/help/get-started/workspace-and-team-setup.md)
- [My business information](https://www.wonderly.com/help/marketing-hub/my-business-information.md): Update your business details once and keep every client touchpoint aligned automatically.
- [Updating Business info](https://www.wonderly.com/help/marketing-hub/my-business-information/updating-business-info.md): Update your core business profile, brand elements, communication details, services, and compliance information.
- [Setting Up Your Brand & Messaging](https://www.wonderly.com/help/marketing-hub/my-business-information/setting-up-your-brand-and-messaging.md)
- [Website overview](https://www.wonderly.com/help/marketing-hub/website-overview.md): Generate and edit a website that gets you more leads.
- [Edit your website](https://www.wonderly.com/help/marketing-hub/website-overview/edit-your-website.md)
- [Edit your site navigation bar](https://www.wonderly.com/help/marketing-hub/website-overview/edit-your-website/edit-your-site-navigation-bar.md): How to add, edit, and organize the links in your website navigation bar.
- [Set up your Call to Action button](https://www.wonderly.com/help/marketing-hub/website-overview/edit-your-website/set-up-your-call-to-action-button.md): How to add and customize the Call to Action button in your website navigation bar.
- [Add a section to your website](https://www.wonderly.com/help/marketing-hub/website-overview/edit-your-website/add-a-section-to-your-website.md): How to add and configure content sections on your Wonderly website.
- [Edit a section in your website](https://www.wonderly.com/help/marketing-hub/website-overview/edit-your-website/edit-a-section-in-your-website.md): How to add and customize a header section on your Wonderly website.
- [Edit your website footer](https://www.wonderly.com/help/marketing-hub/website-overview/edit-your-website/edit-your-website-footer.md): How to customize the footer that appears at the bottom of your Wonderly website.
- [Edit the mobile view](https://www.wonderly.com/help/marketing-hub/website-overview/edit-your-website/edit-the-mobile-view.md): Adjust how your website looks on mobile screens.
- [Style your site](https://www.wonderly.com/help/marketing-hub/website-overview/style-your-site.md)
- [Update your business logo](https://www.wonderly.com/help/marketing-hub/website-overview/style-your-site/update-your-business-logo.md): How to add your logo to your Wonderly website navigation bar.
- [Edit your site colors and fonts](https://www.wonderly.com/help/marketing-hub/website-overview/style-your-site/edit-your-site-colors-and-fonts.md): How to customize your website's color palette, section spacing, and fonts.
- [Publishing](https://www.wonderly.com/help/marketing-hub/website-overview/publishing.md)
- [Preview your website](https://www.wonderly.com/help/marketing-hub/website-overview/publishing/preview-your-website.md): See how your website looks before publishing.
- [Publish your Wonderly website](https://www.wonderly.com/help/marketing-hub/website-overview/publishing/publish-your-wonderly-website.md): Publish your website and start connecting with clients through your Wonderly site.
- [Why my website isn’t live](https://www.wonderly.com/help/marketing-hub/website-overview/publishing/why-my-website-isnt-live.md): Check why your Wonderly website may not appear online and how to get it live.
- [Refine and optimize](https://www.wonderly.com/help/marketing-hub/website-overview/refine-and-optimize.md)
- [Edit your website SEO and site settings](https://www.wonderly.com/help/marketing-hub/website-overview/refine-and-optimize/edit-your-website-seo-and-site-settings.md): How to configure your metadata, upload site images, and manage advanced settings.
- [Review your website Performance](https://www.wonderly.com/help/marketing-hub/website-overview/refine-and-optimize/review-your-website-performance.md): View key metrics for your website and see how visitors interact with your pages.
- [Regenerate your website](https://www.wonderly.com/help/marketing-hub/website-overview/refine-and-optimize/regenerate-your-website.md): Regenerate your website to reflect your new company direction.
- [Lead generation tools](https://www.wonderly.com/help/marketing-hub/lead-generation-tools.md)
- [Form overview](https://www.wonderly.com/help/marketing-hub/lead-generation-tools/form-overview.md): Automatically qualify leads, book meetings, and build your pipeline from a single intake form
- [Set up Form](https://www.wonderly.com/help/marketing-hub/lead-generation-tools/form-overview/set-up-form.md): Create and manage the questions on your Client Intake Form and set rules to qualify leads.
- [Review Form responses](https://www.wonderly.com/help/marketing-hub/lead-generation-tools/form-overview/review-form-responses.md): View and manage responses submitted through your Form.
- [Client appointment scheduling overview](https://www.wonderly.com/help/marketing-hub/lead-generation-tools/client-appointment-scheduling-overview.md): Turn qualified leads into booked meetings without the back-and-forth.
- [Set up client appointment scheduling](https://www.wonderly.com/help/marketing-hub/lead-generation-tools/client-appointment-scheduling-overview/set-up-client-appointment-scheduling.md): How to configure your team members and event details for your booking page.
- [AI Phone overview](https://www.wonderly.com/help/marketing-hub/lead-generation-tools/ai-phone-overview.md): Your busiest employee that works 24/7 and never calls in sick.
- [Ads manager overview](https://www.wonderly.com/help/marketing-hub/ads-manager-overview.md): Run Facebook and Instagram ads that send leads directly into your pipeline — without an agency, without Meta Business Suite, and without writing a word of copy yourself.
- [How to create a great campaign](https://www.wonderly.com/help/marketing-hub/ads-manager-overview/how-to-create-a-great-campaign.md): The five components that determine whether your campaign generates leads — and how to get each one right.
- [Set up AI-powered ad campaigns](https://www.wonderly.com/help/marketing-hub/ads-manager-overview/set-up-ai-powered-ad-campaigns.md): Create and manage Instagram and Facebook ad campaigns directly within Wonderly without switching between tools.
- [CRM overview](https://www.wonderly.com/help/sales-hub/crm-overview.md): Track every deal from first contact to close, with every conversation and next step in one place.
- [Deals & pipeline](https://www.wonderly.com/help/sales-hub/crm-overview/deals-and-pipeline.md)
- [Create a deal manually](https://www.wonderly.com/help/sales-hub/crm-overview/deals-and-pipeline/create-a-deal-manually.md): Track every opportunity from first contact to closed win.
- [Update deal details](https://www.wonderly.com/help/sales-hub/crm-overview/deals-and-pipeline/update-deal-details.md): How to edit key fields on a deal record.
- [Navigating through the deal modal](https://www.wonderly.com/help/sales-hub/crm-overview/deals-and-pipeline/navigating-through-the-deal-modal.md): What each tab on a deal record does and when to use it.
- [Add, edit, or remove deal stages](https://www.wonderly.com/help/sales-hub/crm-overview/deals-and-pipeline/add-edit-or-remove-deal-stages.md): Step-by-step guide to managing the stages in your sales pipeline.
- [Updating your deal status](https://www.wonderly.com/help/sales-hub/crm-overview/deals-and-pipeline/updating-your-deal-status.md): How to change a deal's stage as it moves through your pipeline.
- [Filter and sort deals by stage](https://www.wonderly.com/help/sales-hub/crm-overview/deals-and-pipeline/filter-and-sort-deals-by-stage.md): How to sort your pipeline by stage and filter out stages you don't need to see.
- [Customize deal fields](https://www.wonderly.com/help/sales-hub/crm-overview/deals-and-pipeline/customize-deal-fields.md): How to add custom fields to track deal-specific information.
- [Contacts & companies](https://www.wonderly.com/help/sales-hub/crm-overview/contacts-and-companies.md)
- [Create and update a contact](https://www.wonderly.com/help/sales-hub/crm-overview/contacts-and-companies/create-and-update-a-contact.md): How to add a new contact and edit contact details.
- [Create and update a company](https://www.wonderly.com/help/sales-hub/crm-overview/contacts-and-companies/create-and-update-a-company.md): How to add a new company and edit company details.
- [Deal activity](https://www.wonderly.com/help/sales-hub/crm-overview/deal-activity.md)
- [Add a contact to a deal](https://www.wonderly.com/help/sales-hub/crm-overview/deal-activity/add-a-contact-to-a-deal.md): Two ways to link a contact to a deal in your pipeline.
- [Add a meeting to a deal](https://www.wonderly.com/help/sales-hub/crm-overview/deal-activity/add-a-meeting-to-a-deal.md): How to schedule a meeting and link it to a deal.
- [Write an email from a deal](https://www.wonderly.com/help/sales-hub/crm-overview/deal-activity/write-an-email-from-a-deal.md): How to compose and send an email directly from a deal record.
- [Add documents and attachments to a deal](https://www.wonderly.com/help/sales-hub/crm-overview/deal-activity/add-documents-and-attachments-to-a-deal.md): Three ways to add files and documents to a deal record.
- [Sales automation overview](https://www.wonderly.com/help/sales-hub/sales-automation-overview.md): How sales automations work, what each one does, and how to adjust them.
- [Edit your automation](https://www.wonderly.com/help/sales-hub/sales-automation-overview/edit-your-automation.md): Edit your automations in Wonderly to adjust when they run, which stage they apply to, and whether they are active.
- [Disable an automation](https://www.wonderly.com/help/sales-hub/sales-automation-overview/disable-an-automation.md): How to turn off an automation for a single deal or for your entire pipeline.
- [AI Notetaker overview](https://www.wonderly.com/help/sales-hub/ai-notetaker-overview.md): Every meeting ends with a clear record, assigned tasks, and no follow-up emails to write.
- [Setup](https://www.wonderly.com/help/sales-hub/ai-notetaker-overview/setup.md)
- [Enable the AI Notetaker for Future Meetings](https://www.wonderly.com/help/sales-hub/ai-notetaker-overview/setup/enable-the-ai-notetaker-for-future-meetings.md): Set up the AI Notetaker to join all your upcoming meetings automatically.
- [Add your AI notetaker back to your meeting](https://www.wonderly.com/help/sales-hub/ai-notetaker-overview/setup/add-your-ai-notetaker-back-to-your-meeting.md): How to manually send the AI Notetaker into a meeting that has already started.
- [Using your notes](https://www.wonderly.com/help/sales-hub/ai-notetaker-overview/using-your-notes.md)
- [Access your meeting notes](https://www.wonderly.com/help/sales-hub/ai-notetaker-overview/using-your-notes/access-your-meeting-notes.md): How to find, search, and filter the notes captured by your AI Notetaker.
- [Manage AI-generated action items (approve, reject, edit)](https://www.wonderly.com/help/sales-hub/ai-notetaker-overview/using-your-notes/manage-ai-generated-action-items-approve-reject-edit.md): How to approve, edit, and reject tasks recommended by the AI Notetaker in your meeting's summary document.
- [Rename your notetaker](https://www.wonderly.com/help/sales-hub/ai-notetaker-overview/using-your-notes/rename-your-notetaker.md): How to change the name your AI Notetaker uses when it joins a meeting.
- [Save meeting notes to a project](https://www.wonderly.com/help/sales-hub/ai-notetaker-overview/using-your-notes/save-meeting-notes-to-a-project.md): How to move a meeting summary into a specific project in your Wonderly account.
- [Quotes and e-signatures overview](https://www.wonderly.com/help/sales-hub/quotes-and-e-signatures-overview.md): From proposal to signed contract to paid invoice — all on the same deal record, without switching tools.
- [Getting set up](https://www.wonderly.com/help/sales-hub/quotes-and-e-signatures-overview/getting-set-up.md)
- [Complete Stripe account verification](https://www.wonderly.com/help/sales-hub/quotes-and-e-signatures-overview/getting-set-up/complete-stripe-account-verification.md): Verify your Stripe account to start accepting payments for quotes.
- [Managing quotes](https://www.wonderly.com/help/sales-hub/quotes-and-e-signatures-overview/managing-quotes.md)
- [Create a quote](https://www.wonderly.com/help/sales-hub/quotes-and-e-signatures-overview/managing-quotes/create-a-quote.md): Create and send quotes with e-signature.
- [Manage contracts on a quote](https://www.wonderly.com/help/sales-hub/quotes-and-e-signatures-overview/managing-quotes/manage-contracts-on-a-quote.md): How to add, create, edit, and remove contracts on a quote.
- [Projects overview](https://www.wonderly.com/help/work-hub/projects-overview.md): Organize, track, and deliver work with flexible milestones that match how your team actually operates.
- [Set up a project](https://www.wonderly.com/help/work-hub/projects-overview/set-up-a-project.md)
- [Create a project](https://www.wonderly.com/help/work-hub/projects-overview/set-up-a-project/create-a-project.md): Create your project in Wonderly
- [Add milestones and tasks](https://www.wonderly.com/help/work-hub/projects-overview/set-up-a-project/add-milestones-and-tasks.md): How to break your projects into phases using milestones and add tasks to your Project.
- [Build a project template](https://www.wonderly.com/help/work-hub/projects-overview/set-up-a-project/build-a-project-template.md): How to create and reuse project templates in Wonderly.
- [Manage & collaborate](https://www.wonderly.com/help/work-hub/projects-overview/manage-and-collaborate.md)
- [Give teammates access to a project](https://www.wonderly.com/help/work-hub/projects-overview/manage-and-collaborate/give-teammates-access-to-a-project.md): Share your project in Wonderly.
- [Add meetings/events to a project](https://www.wonderly.com/help/work-hub/projects-overview/manage-and-collaborate/add-meetings-events-to-a-project.md): How to link meetings and events to a project in Wonderly
- [Add attachments to your project](https://www.wonderly.com/help/work-hub/projects-overview/manage-and-collaborate/add-attachments-to-your-project.md): How to attach files and documents to a project in Wonderly.
- [Bulk update tasks in projects](https://www.wonderly.com/help/work-hub/projects-overview/manage-and-collaborate/bulk-update-tasks-in-projects.md): Save time when you need to update statuses, deadlines, or other task details in multiple tasks.
- [Search for a project](https://www.wonderly.com/help/work-hub/projects-overview/manage-and-collaborate/search-for-a-project.md): How to search for an existing project in Wonderly.
- [Update status or delete project](https://www.wonderly.com/help/work-hub/projects-overview/manage-and-collaborate/update-status-or-delete-project.md): How to update the status of a project or delete it.
- [Tasks overview](https://www.wonderly.com/help/work-hub/tasks-overview.md): Break down work into clear, actionable items with ownership, deadlines, and progress tracking.
- [Creating & organizing tasks](https://www.wonderly.com/help/work-hub/tasks-overview/creating-and-organizing-tasks.md)
- [Create a task](https://www.wonderly.com/help/work-hub/tasks-overview/creating-and-organizing-tasks/create-a-task.md): Four ways to create a task in Wonderly, from any part of the platform.
- [Assign a task](https://www.wonderly.com/help/work-hub/tasks-overview/creating-and-organizing-tasks/assign-a-task.md): Two ways to assign a task to a team member.
- [Add a task to a project](https://www.wonderly.com/help/work-hub/tasks-overview/creating-and-organizing-tasks/add-a-task-to-a-project.md): Three ways to add a task to a project in Wonderly.
- [Set task blockers](https://www.wonderly.com/help/work-hub/tasks-overview/creating-and-organizing-tasks/set-task-blockers.md): Link tasks together to control the order in which work gets done.
- [Recurring task](https://www.wonderly.com/help/work-hub/tasks-overview/creating-and-organizing-tasks/recurring-task.md): Add and edit a recurring task in Wonderly.
- [Create custom fields in your tasks](https://www.wonderly.com/help/work-hub/tasks-overview/creating-and-organizing-tasks/create-custom-fields-in-your-tasks.md): Two ways to add a custom field to your tasks in Wonderly.
- [Updating & finding tasks](https://www.wonderly.com/help/work-hub/tasks-overview/updating-and-finding-tasks.md)
- [Update task details or move tasks](https://www.wonderly.com/help/work-hub/tasks-overview/updating-and-finding-tasks/update-task-details-or-move-tasks.md): How to edit a task's settings and metadata from the task modal.
- [Update task status](https://www.wonderly.com/help/work-hub/tasks-overview/updating-and-finding-tasks/update-task-status.md): There are two ways to change the status of a task in Wonderly.
- [Search for a task](https://www.wonderly.com/help/work-hub/tasks-overview/updating-and-finding-tasks/search-for-a-task.md): How to find any task instantly using Wonderly's Search function.
- [Client portal overview](https://www.wonderly.com/help/work-hub/client-portal-overview.md): Replace status update emails with a secure, self-serve space where clients track progress, complete tasks, and submit files without asking your team for anything.
- [For your team](https://www.wonderly.com/help/work-hub/client-portal-overview/for-your-team.md)
- [Share a project and adding clients](https://www.wonderly.com/help/work-hub/client-portal-overview/for-your-team/share-a-project-and-adding-clients.md)
- [Manage client tasks & access](https://www.wonderly.com/help/work-hub/client-portal-overview/for-your-team/manage-client-tasks-and-access.md)
- [For your clients](https://www.wonderly.com/help/work-hub/client-portal-overview/for-your-clients.md)
- [You've Been Invited to Wonderly's Client Portal](https://www.wonderly.com/help/work-hub/client-portal-overview/for-your-clients/youve-been-invited-to-wonderlys-client-portal.md): Everything you need to know to access the project shared with you, complete your tasks, and stay on top of your work.
- [Using the Client Portal as a Client](https://www.wonderly.com/help/work-hub/client-portal-overview/for-your-clients/using-the-client-portal-as-a-client.md): What to expect when you're invited to collaborate on a project through Wonderly's Client Portal.
- [Document overview](https://www.wonderly.com/help/work-hub/document-overview.md): Write, collaborate, and turn ideas into actionable work without leaving your Wonderly account.
- [Creating & editing](https://www.wonderly.com/help/work-hub/document-overview/creating-and-editing.md)
- [Create a document](https://www.wonderly.com/help/work-hub/document-overview/creating-and-editing/create-a-document.md): Four ways to create a new document — from the Create button, a deal, a project, or another doc.
- [Edit document content](https://www.wonderly.com/help/work-hub/document-overview/creating-and-editing/edit-document-content.md): Format and organize content in a Wonderly Doc.
- [Using in-line commands](https://www.wonderly.com/help/work-hub/document-overview/creating-and-editing/using-in-line-commands.md): Format, add media, and insert work items without leaving your keyboard.
- [Reference other Wonderly objects within your doc](https://www.wonderly.com/help/work-hub/document-overview/creating-and-editing/reference-other-wonderly-objects-within-your-doc.md): Reference other Wonderly in a doc directly from the body of any Wonderly Doc.
- [Organizing & sharing](https://www.wonderly.com/help/work-hub/document-overview/organizing-and-sharing.md)
- [Move a document](https://www.wonderly.com/help/work-hub/document-overview/organizing-and-sharing/move-a-document.md): Quickly relocate a Wonderly Doc to a different workspace, folder, or project.
- [Share a document](https://www.wonderly.com/help/work-hub/document-overview/organizing-and-sharing/share-a-document.md): Control who can access your document and how they interact with it.
- [Mark a document as a favorite](https://www.wonderly.com/help/work-hub/document-overview/organizing-and-sharing/mark-a-document-as-a-favorite.md): Quickly access your most important documents by marking them as favorites.
- [View document version history](https://www.wonderly.com/help/work-hub/document-overview/organizing-and-sharing/view-document-version-history.md): See past changes and restore previous versions of a Wonderly Doc.
- [Comment on a document](https://www.wonderly.com/help/work-hub/document-overview/organizing-and-sharing/comment-on-a-document.md): How to add, reply to, and resolve comments in a Wonderly Doc.
- [Workspaces overview](https://www.wonderly.com/help/work-hub/workspaces-overview.md): Learn what workspaces are, how they organize your team and work, and how they control access and permissions.
- [Set up & access](https://www.wonderly.com/help/work-hub/workspaces-overview/set-up-and-access.md)
- [Create a workspace](https://www.wonderly.com/help/work-hub/workspaces-overview/set-up-and-access/create-a-workspace.md): Organize your work and your team by setting up a new workspace in Wonderly.
- [Add and manage workspace members and permissions](https://www.wonderly.com/help/work-hub/workspaces-overview/set-up-and-access/add-and-manage-workspace-members-and-permissions.md): Manage who can access your workspace.
- [Delete a workspace](https://www.wonderly.com/help/work-hub/workspaces-overview/set-up-and-access/delete-a-workspace.md): Delete a workspace if it is no longer needed, and permanently remove all projects, tasks, docs, and data within that workspace.
- [Customization](https://www.wonderly.com/help/work-hub/workspaces-overview/customization.md)
- [Update your workspace project templates](https://www.wonderly.com/help/work-hub/workspaces-overview/customization/update-your-workspace-project-templates.md): Edit your project templates in your Wonderly workspace.
- [Add and update your custom fields](https://www.wonderly.com/help/work-hub/workspaces-overview/customization/add-and-update-your-custom-fields.md): Manage the information you track in Projects by creating and updating custom fields.
- [Project reporting overview](https://www.wonderly.com/help/work-hub/project-reporting-overview.md): See exactly where every project stands, without asking anyone.
- [Views](https://www.wonderly.com/help/work-hub/project-reporting-overview/views.md)
- [Using Table view](https://www.wonderly.com/help/work-hub/project-reporting-overview/views/using-table-view.md): How to configure and use Table view to manage tasks and projects in Client Work.
- [Using Kanban view](https://www.wonderly.com/help/work-hub/project-reporting-overview/views/using-kanban-view.md): How to use Kanban view to track work visually and move tasks forward by status.
- [Use timeline or Gantt view](https://www.wonderly.com/help/work-hub/project-reporting-overview/views/use-timeline-or-gantt-view.md): How to use Gantt view to manage project timelines, adjust deadlines, and plan long-term work.
- [Dashboards](https://www.wonderly.com/help/work-hub/project-reporting-overview/dashboards.md)
- [Create and customize a reporting dashboard](https://www.wonderly.com/help/work-hub/project-reporting-overview/dashboards/create-and-customize-a-reporting-dashboard.md): How to build a dashboard and add chart cards to track progress across your projects.
- [Save and share dashboards](https://www.wonderly.com/help/work-hub/project-reporting-overview/dashboards/save-and-share-dashboards.md): How to share a dashboard with your team or keep one private to yourself.
- [Workload overview](https://www.wonderly.com/help/work-hub/workload-overview.md): See your team's capacity in real time and assign work based on availability, not assumptions.
- [Configure your Workload view](https://www.wonderly.com/help/work-hub/workload-overview/configure-your-workload-view.md): How to set your timeframe, display options, and save a view for future use.
- [View workload by person](https://www.wonderly.com/help/work-hub/workload-overview/view-workload-by-person.md): How to filter the Workload view to see capacity for one or more teammates.
- [View workload across projects](https://www.wonderly.com/help/work-hub/workload-overview/view-workload-across-projects.md): See the workload across multiple projects at a glance.
- [Identify utilization](https://www.wonderly.com/help/work-hub/workload-overview/identify-utilization.md): Spot which teammates have too much or too little work.
- [Inbox overview](https://www.wonderly.com/help/communications-hub/inbox-overview.md): The first place you check for every client and lead conversation.
- [Getting set up](https://www.wonderly.com/help/communications-hub/inbox-overview/getting-set-up.md)
- [Connect an email inbox](https://www.wonderly.com/help/communications-hub/inbox-overview/getting-set-up/connect-an-email-inbox.md): Link your email account to Wonderly for sending, receiving, and scheduling messages.
- [Everyday use](https://www.wonderly.com/help/communications-hub/inbox-overview/everyday-use.md)
- [Reply to email](https://www.wonderly.com/help/communications-hub/inbox-overview/everyday-use/reply-to-email.md): Quick guide to replying to messages directly from your email.
- [Search for a conversation](https://www.wonderly.com/help/communications-hub/inbox-overview/everyday-use/search-for-a-conversation.md): Quickly find any conversation in your Wonderly Inbox.
- [Filter your Inbox conversations](https://www.wonderly.com/help/communications-hub/inbox-overview/everyday-use/filter-your-inbox-conversations.md): Two ways to narrow your conversation list using labels or read status.
- [View conversation history](https://www.wonderly.com/help/communications-hub/inbox-overview/everyday-use/view-conversation-history.md): See all messages and activity for a conversation in one place.
- [Share a conversation from My Inbox](https://www.wonderly.com/help/communications-hub/inbox-overview/everyday-use/share-a-conversation-from-my-inbox.md): Share a conversation with your team.
- [Navigate and manage Inbox conversations](https://www.wonderly.com/help/communications-hub/inbox-overview/everyday-use/navigate-and-manage-inbox-conversations.md): Quick guide to archiving, unarchiving, forwarding, marking as spam, and snoozing conversations.
- [Organize and manage Inbox conversations](https://www.wonderly.com/help/communications-hub/inbox-overview/everyday-use/organize-and-manage-inbox-conversations.md): How to use status, read state, and labels to keep your Inbox under control.
- [Inbox types](https://www.wonderly.com/help/communications-hub/inbox-overview/inbox-types.md)
- [Manage your Form inbox](https://www.wonderly.com/help/communications-hub/inbox-overview/inbox-types/manage-your-form-inbox.md): View, organize, and assign your form submissions from Wonderly's Inbox.
- [Manage your Phone inbox](https://www.wonderly.com/help/communications-hub/inbox-overview/inbox-types/manage-your-phone-inbox.md): View, organize, and assign your phone conversations in Wonderly.
- [Calendar overview](https://www.wonderly.com/help/calendar/calendar-overview.md): See every meeting in one place and find time with teammates without sending a single message.
- [Get connected](https://www.wonderly.com/help/calendar/calendar-overview/get-connected.md)
- [Connect your calendar](https://www.wonderly.com/help/calendar/calendar-overview/get-connected/connect-your-calendar.md): How to link your Google account to Wonderly so your availability and events stay in sync.
- [Set your calendar timezone in Wonderly](https://www.wonderly.com/help/calendar/calendar-overview/get-connected/set-your-calendar-timezone-in-wonderly.md): How to set the default timezone for your Wonderly calendar.
- [Navigating your calendar](https://www.wonderly.com/help/calendar/calendar-overview/navigating-your-calendar.md)
- [Navigate through your calendar](https://www.wonderly.com/help/calendar/calendar-overview/navigating-your-calendar/navigate-through-your-calendar.md): How to navigate, customize, and access tools from Wonderly's calendar view.
- [Creating & editing events](https://www.wonderly.com/help/calendar/calendar-overview/creating-and-editing-events.md)
- [All the ways you can create an event](https://www.wonderly.com/help/calendar/calendar-overview/creating-and-editing-events/all-the-ways-you-can-create-an-event.md)
- [Edit a recurring event](https://www.wonderly.com/help/calendar/calendar-overview/creating-and-editing-events/edit-a-recurring-event.md): How to update one or all occurrences of a recurring event in Wonderly.
- [Scheduling & booking links](https://www.wonderly.com/help/calendar/calendar-overview/scheduling-and-booking-links.md)
- [Create and edit your booking link](https://www.wonderly.com/help/calendar/calendar-overview/scheduling-and-booking-links/create-and-edit-your-booking-link.md): How to set up a personal booking link in Wonderly.
- [Set your Schedules](https://www.wonderly.com/help/calendar/calendar-overview/scheduling-and-booking-links/set-your-schedules.md): How to create, edit, and delete availability schedules in Wonderly.
- [Use the Scheduling Assistant in Wonderly](https://www.wonderly.com/help/calendar/calendar-overview/scheduling-and-booking-links/use-the-scheduling-assistant-in-wonderly.md): How to find a meeting time that works for everyone using Wonderly's Scheduling Assistant.
- [AI Agenda overview](https://www.wonderly.com/help/calendar/ai-agenda-overview.md): One document, generated every morning, with everything you need to plan your day inside Wonderly.
- [Access your AI Agenda](https://www.wonderly.com/help/calendar/ai-agenda-overview/access-your-ai-agenda.md): How to open and regenerate your daily AI Agenda in Wonderly.
- [Manage tasks from your Agenda](https://www.wonderly.com/help/calendar/ai-agenda-overview/manage-tasks-from-your-agenda.md): How to update task details directly from your daily AI Agenda in Wonderly.
- [Review past agendas](https://www.wonderly.com/help/calendar/ai-agenda-overview/review-past-agendas.md): How to access and review previous AI Agenda documents in Wonderly.
- [Manage meetings/events](https://www.wonderly.com/help/calendar/manage-meetings-events.md)
- [Connect and Use Zoom](https://www.wonderly.com/help/calendar/manage-meetings-events/connect-and-use-zoom.md): Step-by-step guide to connecting your Zoom account, adding video conferencing to calendar events, and removing the integration.
- [Configure your conference settings](https://www.wonderly.com/help/calendar/manage-meetings-events/configure-your-conference-settings.md): How to set up your default conferencing tool, Zoom integration, and AI Notetaker preferences in Wonderly.
- [Manage meetings from your calendar](https://www.wonderly.com/help/calendar/manage-meetings-events/manage-meetings-from-your-calendar.md): How to view and edit upcoming meetings directly from your AI Agenda in Wonderly.
- [Plans and pricing](https://www.wonderly.com/help/account-and-billing/plans-and-pricing.md): Understand what's included in your account.
- [Manage your subscription](https://www.wonderly.com/help/account-and-billing/manage-your-subscription.md): Manage your billing, understand AI credits, and keep track of your usage.
- [Check Your Current Subscription](https://www.wonderly.com/help/account-and-billing/manage-your-subscription/check-your-current-subscription.md): Learn how to confirm which Wonderly plan you are on (Wonderly Free or Wonderly AI).
- [Cancel Your Subscription](https://www.wonderly.com/help/account-and-billing/manage-your-subscription/cancel-your-subscription.md): Learn how to cancel your active Wonderly AI plan.
- [Change Your Login Email](https://www.wonderly.com/help/account-and-billing/manage-your-subscription/change-your-login-email.md): Learn how to update the email address you use to log in to your Wonderly account.
- [View and Download Your Invoices](https://www.wonderly.com/help/account-and-billing/manage-your-subscription/view-and-download-your-invoices.md): Learn how to access and download your past Wonderly invoices from your previous payments.
- [Update Your Billing Details](https://www.wonderly.com/help/account-and-billing/manage-your-subscription/update-your-billing-details.md): Learn how to update the name, address, and contact information on your Wonderly invoices.
- [Manage Your Payment Method](https://www.wonderly.com/help/account-and-billing/manage-your-subscription/manage-your-payment-method.md): Learn how to add or update the payment method on your Wonderly account.
- [Contact Support](https://www.wonderly.com/help/wonderly-support/contact-support.md)