Frequently Asked Questions

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Account

How do I create a user account?


What are the account options?


How do I activate my account?


Is there a free plan option?


Is there an expiry date on the free plan option?


How does the student plan work?


How do I cancel my user account?


Can I still get access to my data after I cancel my account?


Projects

How do I create a project?


How many projects can I create?


Who has the authority to create a project?


How can I give a user 'admin' rights?


What is the difference between a workspace and a project?


How do I navigate between projects?


How do I navigate between workspaces?


How many users can I invite into my project?


How do I invite people into a project


Can I remove myself from a project?


How do I archive a project?


Dashboard

What is the Dashboard?


So what exactly am I looking at on the dashboard page?


Steps

What are steps?


How do I create steps?


When can I create steps?


How do I delete a step?


How do I complete or 'check off' a step?


Can I lock steps off from selected users?


Discussions

What is a discussion?


How do I create a discussion?


How do I delete a discussion?


How do I edit a discussion?


How do I archive a discussion?


How can I be notified when a new discussion is added?


Why are discussions required in business development and management?


Tasks

What is a task?


How do I create a task?


How do I allocate a task to a team member?


How do I set a due date on a task?


How do I edit a task?


How do I delete a task?


Can I have a discussion thread adjoined to a task?


Files

Can I upload files on Stepsie?


How do I upload a file?


Is there a limit to how many files I can upload?


How can I view files?


What type of files can I upload in Stepsie?


What files can I view in Stepsie?


Billing

How do I pay for Stepsie?


When do I make payment?


Can I upgrade my plan?


Can I downgrade my plan?


What happens if I change my plan mid month?


When is the last billing cycle if I cancel my account?


Can I get a refund if I decide to cancel my yearly plan or cancel my monthly plan mid month?


What Credit Cards do you accept?


Profile

How do I access 'My Profile' view?


How do I edit my personal details? (Avatar/ account password/ time zone/ email notifications)


So, what exactly am I looking at in my profile view?


How do I change my avatar?


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General

What is Stepsie?


How do I sign up to Stepsie?


What browsers does Stepsie work with?


Can I use Stepsie on my mobile or tablet device?


Miscellaneous

How do you get 100 Pikachus onto a bus?


Security

How are my transactions and data protected?