Explore

86 lessons, learning bites and demos.

• Start from a template (Project Management, Intermediate, 6 min): Create projects from the gallery or your own templates.
• Dependencies, Gantt and the critical path (Project Management, Intermediate, 8 min): See which tasks decide your end date.
• Baselines and delivery records (Project Management, Intermediate, 6 min): Compare today's plan with what you agreed.
• Scope Guard and change requests (Project Management, Advanced, 7 min): Catch out-of-scope work before it costs you.
• Working with clients (Project Management, Intermediate, 5 min): Share exactly what clients should see.
• Time tracking and profitability (Project Management, Intermediate, 5 min): Turn logged time into cost and margin.
• Custom columns, formulas and connected projects (Task Management, Intermediate, 8 min): Add your own fields, calculations and links between projects.
• API keys and the public API (Integrations, Advanced, 8 min): Build on PULSE safely.
• Webhooks (Integrations, Advanced, 7 min): Receive signed events from PULSE.
• Zapier, Make and n8n (Integrations, Intermediate, 7 min): Connect PULSE to thousands of apps.
• Your workspace and your role (Getting Started, Beginner, 4 min): What a workspace is, what each role sees, and who guests and clients are.
• Home and My work (Getting Started, Beginner, 4 min): Find everything assigned to you across PULSE in one list.
• Inbox and notifications (Getting Started, Beginner, 4 min): Control what reaches you, and when.
• Search and asking PULSE (Getting Started, Beginner, 4 min): Find any project, message, doc or person in seconds.
• Projects, tasks and views (Project Management, Beginner, 6 min): Milestones, tasks and the six ways to see them.
• Intake: hand a won deal to delivery (Project Management, Advanced, 6 min): Move from signed deal to staffed project without re-typing.
• Task details that matter (Task Management, Beginner, 5 min): Subtasks, checklists, watchers, recurrence and risk flags.
• Import and export tasks (Task Management, Intermediate, 5 min): Move task lists in and out with CSV.
• Docs, canvases and lists (Team Collaboration, Beginner, 5 min): Write together and track work next to the conversation.
• Decisions and promises (Team Collaboration, Intermediate, 6 min): Never lose what was decided or promised.
• Shared channels with other companies (Team Collaboration, Advanced, 6 min): Work with clients and suppliers in one channel.
• Messages, threads and huddles (Chat and Communication, Beginner, 6 min): Channels, direct messages, threads and audio huddles.
• Messages power features (Chat and Communication, Intermediate, 5 min): Schedule, remind, save and catch up.
• Channel apps (Chat and Communication, Advanced, 6 min): Incoming webhooks, slash commands and channel workflows.
• Employee records, departments and locations (HR and People Management, Beginner, 6 min): Set up your people directory the right way.
• Leave types, balances and requests (HR and People Management, Beginner, 6 min): Run leave without spreadsheets.
• Hiring: jobs, candidates and offers (HR and People Management, Intermediate, 8 min): From job post to signed offer.
• Onboarding, policies and reviews (HR and People Management, Intermediate, 6 min): Checklists, acknowledged policies, goals and reviews.
• Leads, contacts and accounts (CRM and Sales, Beginner, 6 min): Capture and organise everyone you sell to.
• Deals and the pipeline (CRM and Sales, Intermediate, 6 min): Run your pipeline stage by stage.
• Follow-ups and email (CRM and Sales, Intermediate, 5 min): Never let a conversation go cold.
• Attendance and clock-in (Operations, Beginner, 6 min): Know who's working and export payroll-ready hours.
• Shift scheduling (Operations, Intermediate, 6 min): Build, publish and swap rotas.
• Service desk, SLAs and the request portal (Operations, Intermediate, 8 min): Run internal and client requests with clear targets.
• Build dashboards (Business Analytics, Intermediate, 7 min): Numbers, goals, charts, trends and lists over live work.
• Project health, workload and profitability (Business Analytics, Advanced, 6 min): See the whole portfolio and plan capacity.
• Automation rules (Workflow Automation, Intermediate, 8 min): When → If → Then, with a run log you can trust.
• Automations that act in other apps (Workflow Automation, Advanced, 6 min): Post to Slack, Teams, Google Chat, email or your own systems.
• Members, roles and invitations (Administration, Intermediate, 8 min): Invite people and control who can join.
• What each role sees (Administration, Intermediate, 7 min): Roles, custom roles, guests and Frontline seats.
• Plans, seats and billing (Administration, Intermediate, 6 min): How seats and plans work.
• Data, retention and exports (Administration, Advanced, 7 min): Exports, retention and imports.
• Rollout 1: discovery (Administration, Advanced, 7 min): Map what the team needs before configuring anything.
• Rollout 2: configure the workspace (Administration, Advanced, 8 min): Settings, roles, templates and automations in the right order.
• Rollout 3: migrate data (Administration, Advanced, 8 min): Bring history and records across safely.
• Rollout 4: train people (Administration, Advanced, 7 min): Train each role with the right material.
• Rollout 5: check adoption (Administration, Advanced, 6 min): Close the rollout with evidence.
• Sign-in and security (Security, Intermediate, 8 min): Two-step verification, SSO and sessions.
• Enterprise compliance controls (Security, Expert, 8 min): Legal hold, eDiscovery, DLP and IP allowlists.
• AI in PULSE (AI and Productivity, Beginner, 6 min): Write, read and summarise with a person always in control.
• Create your first project (Project Management, Beginner, 3 min): From blank to first task in three minutes.
• Assign tasks to teammates (Task Management, Beginner, 3 min): Owners, watchers and mentions.
• Build your first dashboard (Business Analytics, Beginner, 4 min): A useful dashboard in four steps.
• Configure an approval workflow (Operations, Intermediate, 4 min): Approvals for leave and service requests.
• Create an employee profile (HR and People Management, Beginner, 3 min): Add a person to People correctly.
• Manage employee leave (HR and People Management, Beginner, 4 min): Approve, adjust and see who's away.
• Set up a sales pipeline (CRM and Sales, Beginner, 4 min): Stages that match how you sell.
• Create a business automation (Workflow Automation, Intermediate, 5 min): Your first rule, end to end.
• Invite external collaborators (Administration, Beginner, 4 min): Guests, client contacts and shared channels.
• Report on a project (Project Management, Beginner, 4 min): Export tasks and send a client update.