Setup Guide

Office Otter Getting Started Guide

May 12, 2022

You just signed up for Office Otter. Now what? 

This guide will walk you through the basics of our most popular features. Follow the steps below to get your to-do list centralized and organized in minutes!!

Get Started

1. TRANSFER YOUR EXISTING TO-DO LIST!

This will centralize your tasks in one place AND get you familiar with the platform and all its customizations.

Say goodbye to paper and pen or sticky notes like many of our other users!

2. CREATE A TASK!

Create a task from the Dashboard by typing in the grayed-out field that says “Type a task here.” Hit Enter or click the Submit button.

3. ADD A CHECKLIST!

Most tasks take more than one step to complete. To track each step, add as many checklist items as needed under a task. Checklist completions are tracked in reports alongside tasks. Add your first checklist item by typing over the grayed-out text, "Add a checklist item here,” and then hit Enter.

4. ADD A LABEL!

Labels help organize your tasks, filter your tasks view and track task volume by category in Reports. You can use as many labels on a task as you would like. 

You can add a label in two ways:

  1. When you type a task into the dashboard, text, email or slack, use a #hashtag to assign a label to that task.

  1. Once a task is created, click on the label icon to select an existing label or create a new label for that task. Hit the Submit button when you’re finished.

5. ADD A DUE DATE!

Due dates help prioritize your work. You can even sort by due date. Add a due date by clicking on the clock icon in the bottom right corner of your task. Office Otter will automatically sort tasks to the appropriate urgency based on when a task is due. You will find tasks due within three days in Now, tasks due in 4-7 days in Soon, and tasks due more than seven days out in Later. 

Here’s a quick idea of what a task might look like if you use all of the customizations listed here:

6. INTEGRATE!

Most users keep the Office Otter dashboard open on their browser all day, but you can also send tasks to your list using our integrations with email, Slack, text, Siri and the Google Chrome plugin. Find these integrations in our Setup Guide in the bottom left corner of your dashboard.

7. CUSTOMIZE YOUR PROFILE!

Click on your initials in the top right corner of your screen to access your Profile. Once there, you can add a Photo, Secondary Email Address, Title, Company information and more!

Office Otter is designed to help busy people like you stay organized with minimal effort. Use our simple and intuitive platform to load your list today, and let us know how it goes! We love hearing from users about their experience and how we can make Office Otter even better. You can reach our CEO and Founder anytime using the chat feature on the bottom right of your Office Otter dashboard.