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Get going in an afternoon.

Five short guides for the first week, and answers to the questions teams ask most.

Guide 1 of 5

Set up your team

  1. 1Invite each person from Users and pick their departments.
  2. 2Open Departments & access to choose who sees which department.
  3. 3Mark heads as Head / TL so they see their whole department.
  4. 4Add each department's Slack channel so updates land in the right place.
Guide 2 of 5

Start your first project

  1. 1Create the project, add the client's name and tick the departments working on it.
  2. 2Choose an owner for each department, for example the SEO lead and the social lead.
  3. 3Pin key links on the Overview and save the client's logins in Credentials.
  4. 4Apply a task template, or add the first tasks to the board.
Guide 3 of 5

Run your day

  1. 1Open Dexo and check My day: overdue first, then today.
  2. 2Reply to anything under Comment awaited.
  3. 3Write your stand-up before 10:00 so it goes out with the team's.
  4. 4Drag finished cards to the next stage as you go.
Guide 4 of 5

Plan and track time

  1. 1Open My planner and drag tasks into hour slots.
  2. 2Start the timer when you begin a task and stop it when you finish.
  3. 3Set an estimate so the task shows estimate against time spent.
  4. 4Heads: check Workload on Monday to rebalance the week.
Guide 5 of 5

Keep project history safe

  1. 1Log every client meeting with its minutes and action items.
  2. 2Change passwords in Credentials so the old one is kept with its date.
  3. 3Give a reason whenever a deadline moves; it stays on the task.
  4. 4Use the Activity tab to see who changed what, and when.
FAQ

Frequently asked questions

Does Dexo ever delete my data?

No. Deleting something hides it from lists, but it is kept along with its history. Every change records who made it and when, and old passwords stay in the credential's history.

Who can see what?

Admins see everything. Heads see all the projects and tasks of their departments. Members see their own department's work, or only their own projects if an admin sets it that way.

How safe are client passwords?

They are stored encrypted, hidden until someone reveals or copies them, and every reveal and copy is logged. An admin can hide a login from particular people.

Does it work on my phone?

Yes. Dexo works in any browser and installs like an app on Android, iPhone, Windows and Mac.

Can clients log in?

No, Dexo is for your team. Clients can approve social posts through a private link that needs no login and expires after 30 days.

Does Dexo work with Slack?

Yes. New tasks, comments and daily stand-ups go to each department's channel, people get direct messages, and /dexo creates a task from Slack.

Can we change the board stages?

Yes. Each department's stages can be added, renamed, reordered or removed in Settings.

What does the AI assistant see?

Only the tasks and projects the person asking can already see. It drafts; it never sends anything to a client by itself.