STEPS
Workspace

Forgot password?

STEPS
Reset Password

← Back to login

STEPS

STEPS

Workspace

Main
Workspace Companies Tasks My Notes Reports Knowledge Base
Settings
Feedback
Tutorial
UX Preview
A: Command Center B: Tasks Board C: Split Pane Companies
?
User
Team Member
Ctrl+K

Good morning

Here's your day at a glance

My Tasks

Notepad

Recently Viewed

Tasks

My Notes

Knowledge Base

Reports

External Tools

Customer Dashboard View metrics and reporting per agency
Google Ads Manager Manage ads campaigns and budgets

Report Views

Task Details

Add Contact

New Note

Feedback

Companies
Select a company to view details

Send Email

New Task

New Company

👋 Welcome to STEPS Workspace

Your new home base

STEPS Workspace brings everything together — customers, tasks, notes, emails, and workflows — in one place. No more switching between spreadsheets and email.

🏠
Workspace
Your personal dashboard with today's tasks and a quick notepad
🏢
Companies
All 1,800+ customers searchable by name, code, URL, or contact
📋
Tasks
Create, assign, and track tasks. Click + for more options.
⚡
Workflows
Structured processes for site builds, ads, and more

Quick tips

🔍
Ctrl+K
Jump to search from anywhere
➕
The + button
Create tasks, notes, emails, and start workflows
🌙
Dark Mode
Toggle in the sidebar under Settings
🐛
Found a bug?
Use Feedback in the sidebar to report issues or suggest features

Working with customers

Click any company to see their full profile. From there you can:

✏️
Edit inline
Click any field with ✎ to edit it directly
📧
Send emails
Use templates with auto-filled company info
📝
Add notes
Tagged by category and team member
📋
Copy info
Click agency codes, emails, and phones to copy

📱 Add to your phone

STEPS Workspace works as an app on your phone — no app store needed!

🍎 iPhone (Safari)
  1. Open workspace.successwithsteps.com in Safari
  2. Tap the Share button (square with arrow) at the bottom
  3. Scroll down and tap "Add to Home Screen"
  4. Tap "Add" — the app icon appears on your home screen
🤖 Android (Chrome)
  1. Open workspace.successwithsteps.com in Chrome
  2. Tap the three-dot menu (⋮) in the top right
  3. Tap "Add to Home screen" or "Install app"
  4. Tap "Install" — the app icon appears on your home screen
1 of 3