LaunchBay Quickstart Guide

LaunchBay is the all-in-one client onboarding platform. It unifies forms, files, tasks, and communication in one place - eliminating manual follow-ups, spreadsheet chaos, and disjointed workflows so teams can scale efficiently and deliver a premium client experience.

This article will help you start seeing value out of LaunchBay right away.

Terminology: Helpful Terms to Know

Project - A structured workspace that contains all tasks, stages, files, forms, and communications related to a specific project
Task - An actionable step in a project
Stage - A grouping of related tasks that represents a phase or section of a workflow
Template - A pre-configured project structure, including stages, tasks, forms, and more

Step-by-Step: Launch Your First Project

Step 1: Start a New Project

Click the "+ New Project" button
If you have a Template created, select that template here (otherwise skip)
Give your Project a name
Select a Team Member as the Project Owner

Step 2: Add Stages & Tasks (if no Template was used)

Click "Add Stage" and give it a name
Within the Stage, start creating Tasks for your Clients or Team

Step 3: Add Users & Clients

Go to the "Users" tab at the top of the page
Click "+ Add Users to Project" and add all Clients and Team Members involved

This will send a welcome email and portal invitation

Step 4: Assign Tasks

Go back to the "Tasks" tab at the top of the screen
Click on one or more task checkboxes
Use the "Actions" drop-down menu (above the top stage) and click "Set Assignees"

Step 5: Activate Tasks

Moving a Task from "Draft" to "Active" makes it visible and sends an email notification
A Task's Status can be changed by clicking on it's current status