If you receive an invite to join a workspace, it means that someone in your team would like to collaborate with you in Tackle. Here's a quick onboarding guide for you as a new member of their workspace.
Step 1: Accept the invite
You will receive an email notification titled "X has invited you to join Tackle". To begin, click on the "Accept Invite" button.
Step 2: Log in with your email
Complete the login process using your email address.
Step 3: Connect your calendar
You may see a message asking you to add your calendar.
Pick the calendar you use and click Connect now to sync your calendar with Tackle.
Calendar connection may take up to 5 minutes. Once it's connected, a success message will appear. Click "Next" to go to the next step.
👇🏻 If you miss this step, you can also follow this quick guide to connect your calendar inside the application.
Step 4: Add Chrome extension
Tackle offers a Chrome extension that helps you categorize your entries right in your calendar, without having to use the web application. You can learn how to install and start using it.
Navigate to the Tackle extension page on the Chrome Web Store following this direct link.
Once you're on the Tackle extension page, click the "Add to Chrome" button. A confirmation dialog will appear.
In the confirmation dialog, select "Add extension." The Tackle extension will download and install in your Chrome browser.
Step 5: Start tagging your calendar events
Your collaborator likely wants to run a joint calendar audit and interpret your entries in a similar way they categorize theirs. To help them accomplish this task, you can start tagging your entries. There are three ways to tag your events:
In your calendar via Tackle extension
In the Tackle web application
via auto-tagging rules (may need to be set up by your admin)
Step 6: Visualize your entries in charts
You can create different types of charts to understand where your energy goes. Learn how to create charts from scratch and from templates.
You’ve made it! If you have any questions, please contact us at support@timetackle.com.