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)

Open workspace.successwithsteps.com in Safari
Tap the Share button (square with arrow) at the bottom
Scroll down and tap "Add to Home Screen"
Tap "Add" — the app icon appears on your home screen

🤖 Android (Chrome)

Open workspace.successwithsteps.com in Chrome
Tap the three-dot menu (⋮) in the top right
Tap "Add to Home screen" or "Install app"
Tap "Install" — the app icon appears on your home screen

STEPS

Good morning

My Tasks

Notepad

Recently Viewed

Tasks

My Notes

Chat

Select a channel

Knowledge Base

Reports

External Tools

Report Views

Feedback