Smaply Helpdesk
  • WELCOME
  • Getting Started
    • Sign up for a Personal account
    • Join by invitation
    • First steps in Smaply
    • Smaply: a visual walkthrough
  • Journey map editor
    • Editor features
      • Lanes, columns and cards
      • Filters and views
    • Exporting journey maps
    • Keyboard shortcuts
    • Enhanced pasting functionality
    • Share journey maps
      • Invite users directly to journeys
      • HTML sharing of journey maps
  • Dashboard
    • Dashboard
    • Table actions
      • Filtering in dashboard lists
      • Saved views
      • Bulk actions
      • Copy assets across workspaces
    • Personas
    • Templates
  • Portfolio
    • Opportunities, pain points, solutions
    • Portfolio matrix
  • Integrations
    • Metrics tools
      • Office 365 Excel
        • Configuring the Office 365 Excel integration
          • Setup service account for O365 Excel
          • Setup O365 Excel using Microsoft account (oAuth)
        • Using the O365 Excel integration in a metric
      • Google Analytics
        • Configuring the Google Analytics integration
        • Creating Google Service Account
        • OAuth Authentication for Google Analytics
        • Service account troubleshooting
      • PowerBI
        • Configuring the PowerBi Integration
          • Set up Service Account for PowerBI
            • Troubleshooting powerbi service account setup
          • Set up PowerBi using Microsoft account (OAuth)
        • Using the Power BI integration in a Metric
    • Planning tools
      • Trello
        • Configure Trello with an api key
      • Asana
        • Configuring Asana using a Personal access token
      • Azure DevOps
        • Configuring Azure Devops with a personal token
      • Linear
        • Configuring Linear with Personal API key
      • Jira
        • Configuring JIRA with an api key
    • Embedding external content
  • Metrics
    • Introduction to metrics
    • Types of metrics
      • Series metrics
        • Create a series metric
      • Number metrics
        • Create a number metric
      • Comparison metrics
        • Create a comparison metric
    • Setting up metrics
  • Planning Items
    • Planning item overview
    • Adding a planning item
  • Account settings
    • Access levels and permissions
    • User management
    • Taxonomy
    • Tags
  • Learning resources
    • Video tutorial
    • Blog
    • Books
  • RELEASE NOTES
    • 2025
      • January
      • February
    • 2024
      • December
      • November
      • October
      • September
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WELCOME

NextSign up for a Personal account

Last updated 5 months ago

Welcome to the Smaply Helpdesk! Here, you'll find everything you need to make the most out of Smaply. From step-by-step guides and feature explanations to troubleshooting tips and best practices, our helpdesk is your go-to resource.

Whether you're just getting started or looking for advanced tips, explore the categories to find answers, tutorials, and insights that help you navigate and excel in journey management with Smaply.

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🚀 Get started with Smaply

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