Short guides,
one task at a time.
Every guide is a clean sequence of steps you can follow in a minute or two.
Pick a task.
2 minutes
send a proposal in Rook Dots
Send a clean proposal to a client in under two minutes.
5 steps
1 minute
track leads in Rook Dots
Move leads across the seven stage pipeline on a drag and drop board.
4 steps
3 minutes
connect Zoho Books to Rook Dots
Mirror invoices and contacts between Rook Dots and Zoho Books.
4 steps
90 seconds
invite your team to Rook Dots
Bring teammates into a Rook Dots workspace with the right role.
4 steps
15 minutes
set up SSO on Rook Dots
Enable enterprise single sign on across a workspace.
4 steps
2 minutes
send an invoice in Rook Dots
Bill a client for completed work and sync with Zoho Books.
5 steps
1 minute
schedule a kickoff in Rook Dots
Book a kickoff meeting tied to a new project.
5 steps
1 minute
upload a brief in Rook Dots
Share a brief with a client through a secure link.
4 steps
1 minute
add a partner in Rook Dots
Log a partner who may refer work.
4 steps
10 seconds
ask Kai a question in Rook Dots
Speak to Rook Intelligence and get an answer about your business.
4 steps
1 minute
create a workspace in Rook Dots
Spin up a fresh tenant for a new business or team.
4 steps
2 minutes
export your data from Rook Dots
Take a full copy of a workspace with you.
3 steps