Getting Started

  • How do I get started with blueskyme?

    Download the blueskyme app and view the walkthrough. Enter your name. This will create your blueskyme user record which you can view and update in contacts or under Settings. Enter your email address, then tap the blue button. Enter your e...

  • How do I add a new Activity, Project or Contact?

    Tap-and-hold the Add (+) button on the toolbar. Related Articles: How do I create an Activity? How do I create a Project? ​How do I create a Contact?

  • How do I view records in either the tile or list view?

    To toggle between the tile and list view, tap the toggle view button on the toolbar to the left of the Add (+) button.

  • What´s the Inbox?

    The Inbox is a great place to start each day in blueskyme. This is where all of your new email and activities with a Time Focus of "Inbox" can be viewed and organized. To start organizing your Inbox, go to Dashboard > Inbox, then view ...

  • How do I delete or undelete a record?

    Delete Tile & Detail – tap the More Actions button, then select “Delete” from the options. List – swipe a record from right-to-left, then tap the red trash button. Undelete – go to trash, tap the more actions button and sele...

  • How do I use Tags?

    Tags can be created and updated from the Tag section on the bottom of any activity, project or contact record. Additionally, if you are syncing you can select the option to "Create Contact Tags from Contacts app Groups" during onboarding or in app Se...

  • How do I add or remove Participants?

    Add – on the activity or project detail view, tap the Add (+) button on the Participants section. Then drag contacts from the list to the to the preferred role. Remove – to remove a participant, tap-and-hold the participant, then drag down to the Dr...

  • How do I toggle between tile and list views?

    Tap the toggle view button on the toolbar to the left of the Add (+) button. If you´re on the tile view and want to view the record´s detail, tap the tile and you´ll be navigated to the list view with the record detail.
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