Quickstart guide

Welcome to RogerRoger! If you are considering signing up or already have done that, here's the guide to getting started!

1️⃣ What is RogerRoger?

RogerRoger is a crossover between a shared inbox and project management. Built to simplify how sales teams get work done, it offers inbox collaboration, tasks, and projects in one place.

2️⃣ Set up your team workspace

The first person to register your company becomes the company admin, who can manage team workspaces (or invite teammates to help). Here's how to set up your team workspace:

• Add a team inbox

• Create Teams (coming soon)

Note: It is not possible to combine multiple RogerRoger instances.

3️⃣ Invite your teammates

Admins can invite teammates at any time. Having your teammates around is one of the best parts about RogerRoger! Here is how to add and manage them:

• Invite teammates

4️⃣ Start collaborating

Now that you have your first team workspace set up and your teammates are on board, you can finally work together! Some of our most popular collaboration features:

• Assigning

5️⃣ Set up a private workspace

If your plan allows it teammates can add their private workspace. There are a ton of features you can take advantage of to optimize your productivity and workflows:

• Add your inbox

6️⃣ Build workflows to optimize work

RogerRoger combines the powerful features of a shared inbox with some of the best task and project management tools around. A workflow is a specific flow to structure your work, think of it as steps you take to get from A to B. Here are some features you can use inside a workspace:

• Recurrence

• Deadlines

• Templates

• Filters

• Teammates

• Archiving

• Tags

If you have questions, email [email protected] and we'll be happy to help!

Pricing

Please visit our pricing page for information on the features included in your RogerRoger plan.