The Snappi guide
A little guidance.
A lot of progress.
Start your workspace, shape your workflow and make the next step clear.
Browse all guides below, or search for a topic.
Popular topics
Getting started
Create your account, your first project, and make Snappi your own.
Boards & workflows
Organize the work, choose your views, and keep it moving.
- Make a board work your wayColumns, groups and the Table, Kanban and other views.
- Turn notes into next stepsKeep the thought and the follow-through connected.
- Collect requests, keep them movingIntake forms and automations for repeat steps.
- See how the work is movingDashboards across boards and sprint progress.
Work together
Bring people in, meet, and capture what was decided.
- Bring the right people inWorkspace vs board access, roles and invitations.
- Meet on videoStart or join a meeting, share your screen, whiteboard, breakout rooms and recording.
- Take meeting notes with AITranscript, speakers and a summary after the meeting.
- Message and call a teammateDirect messages, files, voice and video calls, screen sharing.
- See who is here and follow alongThe Online panel, following a teammate and what others can see.
- Calendar & schedulingConnect a calendar and schedule a meeting with guests.
AI & advanced
Let AI get you started, and run discovery with Helix.
Still need a hand?
Have a question about your workspace? The Snappi team is happy to help.
Contact us