Quickstart: your first 10 minutes
Create a workspace, connect Gmail, and turn your first email into a task.
Overview
Conopeum keeps your tasks, email, and time tracking in one place. This guide gets a brand-new workspace productive in about ten minutes.
1. Open the app
Sign in and land on the Workspace view. The grouped top navigation separates Workspace, Task tools, Time & People, Tickets, Admin, and Settings. The header shows your current workspace and the account you are signed in as. Workspace tabs remain available even when you navigate to workspace sub-pages.
Counters at the top summarize Total / Pending / Completed / High priority. Below that, section chips filter tasks by section (see Sections & People).
2. Create your first task
Click New task in the toolbar. Fill in a title and, optionally, a description, section, priority, due date, and assignees. Conopeum uses Google Tasks as the source of truth, layering assignments and sections on top.
Save, and the task appears at the top of the list. Click the task title to open the full Task details dialog with checklist items, comments, attachments, time tracking, and integration pushes.
3. Connect Google (optional, but powerful)
Connect multiple Google accounts per workspace to turn Gmail threads into tasks. You can assign, comment, and track tasks without leaving the inbox. Gmail-created tasks show the source email, sender, date, and a Gmail link in the task details. See Connecting multiple Gmail accounts.
4. Try external integrations
Conopeum connects to your favorite tools. Use the MyMarky integration to send a task as a draft social post: image or video attachments are uploaded to the Marky media library automatically and a link is added back to the task. You can also use the Canva add-on to create blank designs or open brand templates. Exported PNG, JPG, or PDF files sync to Google Drive and link back to the source task as attachments.
5. Track time
Every task has a Start timer button in its detail dialog. Time tracking supports Plutio time categories, which are resolved in order: customer, then section, then workspace default. All entries can be pushed to Plutio or Avaza (coming soon). Approved PTO also appears in timesheets.
Next steps
- Invite members and set roles
- Add customers and link them to tasks
- Merge tickets for multiple threads from the same customer
Find your way around
The menu bar is grouped so it stays short even when your workspace has many features:
- Workspace returns to the task list. Workspace tabs remain available on sub-pages like customer details.
- Task tools contains Recurring tasks, Task templates, Task history, and Trash when your role allows them.
- Time & People contains the team dashboard, Time off, HR review, Org chart, and Team management.
- Tickets appears for Owners and Managers when the Tickets dashboard is enabled.
- Admin appears only for Conopeum app administrators.
- Settings contains workspace settings, your profile, and Sign out.
Items appear only when allowed by your role and enabled features. On smaller screens, these destinations are inside one Menu button.