• Actionstep Overview
• Actionstep Terminology
• Actionstep Home Page Overview
• Understanding Security in Actionstep
• Supported Browsers for Actionstep Products
• Getting to Know the Actionstep Recent Activity Log

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• Signing in to Actionstep
• Setting Up Individual Multi-Factor Authentication (MFA)
• Signing in with Microsoft or Google Single Sign-On (SSO)

• Getting Help Using Actionstep
• Requesting Help from Actionstep Support
• Using the Actionstep Knowledge Base
• Actionstep Academy Overview
• Using Scout (AI Support Assistant) FAQ
• Accessing Actionstep Release Notes

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• Getting to Know the 'My Profile' Page
• Setting Up Personal Email Mailboxes
• Setting Up the Outlook Add-in
• Enabling Microsoft OneDrive for Use with Actionstep
• Adding and Removing Calendars
• Using the Updated Practice Management Toolbar

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• Using the Quick Search Box to Search for a Matter or Contact
• Completing an Advanced Search
• Completing a Conflict Check Report

• About Contacts in Actionstep
• Getting to Know the Contact Card
• Creating a Contact
• Editing a Contact
• Deleting a Contact
• Removing Duplicate Contacts

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• About Matters
• Creating a Matter
• Tips and Tricks for Naming a Matter
• Editing a Matter
• Deleting a Matter
• Closing a Matter

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• Getting to Know the 'My Profile' Page
• Creating a Time or Fee Entry
• Viewing Your Timesheet
• Editing Time Entries From Your Timesheet
• Choosing the Bill Behavior for Billable Time Entries
• Creating a Custom Time Entry List View (Admin)

• About Actionstep Tasks
• Setting Up Staff Calendar and Task Reminders
• Adding a Task
• Viewing Tasks
• Editing or Reassigning a Task
• Deleting a Task

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• Calendar Overview
• Adjusting Calendar Preferences
• Setting Up Staff Calendar and Task Reminders
• Setting Up an Office 365 Calendar
• Setting Up a Google Calendar
• Setting Up an Actionstep Calendar

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• Recording the Details of a Phone Call
• Viewing Phone Call Records
• Sending a Standard SMS Message
• Setting Up Staff Calendar and Task Reminders
• Sending Calendar Appointment Reminders to Clients
• Viewing Sent SMS Messages

• About List Views in Actionstep
• Getting to Know the List View Feature
• Setting Up a Heads Up Rule

• About Marketing Campaigns
• Creating a Marketing Campaign
• Setting Up Matters for Tracking Marketing Activities and Sources
• Associating Marketing Activities with a Matter
• Tracking Marketing Expenses
• Reviewing Marketing Campaign Results

• Webinar: Actionstep Tips and Tricks
• Webinar + Workshop: Personalizing Your Actionstep System
• Webinar + Workshop: Take Your Automation One Step Further With Zapier
• Webinar: Automation
• Webinar: Document Templates
• Webinar + Workshop: Trust (Client) Accounting Top Tips

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