Spheero: General help

Upgrading your trial account
This help sheet will guide you on how to upgrade your trial account to one of our Spheero subscription plans.
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Accessing the Spheero Adobe CC Extension
This help sheet will guide the Creative users on where to access the Spheero extension in their Adobe apps.
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Creating a Space from the side panel
This help sheet will guide you on how to create a Space from the side panel.
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Managing a Space
This help sheet will guide you on how to rename or delete the Spaces.
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Creating a Project from the side panel
This help sheet will guide you on how to create a Project from the side panel.
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Managing a Project
This help sheet will guide you on how to edit, duplicate and delete a Project in your Spheero account.
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Adding details to the Project
This help sheet will guide you on how to add the Project's description, number, deadline and briefing.
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Managing users in multiple Projects
This help sheet will assist you on how to add or remove users, and change a user's role in a Project via the Manage users quick link.
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User roles
This article will help you understand the differences between user roles at a Project level and user roles at the Account level.
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Creating and rearranging a Section
This help sheet will guide you on how to create and rearrange Sections in your Project.
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Managing a Section
How to show/hide tasks, rename, move to a different project, add new tasks and jobs, delete and archive a Section.
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Creating a Task in a Project
This help sheet will assist you in creating a Task using the New button and Add new task field within the Project.
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Sending a Proof using the project taskbar
This help sheet will assist you in sending a Proof using the New button in the Project taskbar.
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Sending a Job using the project taskbar
This help sheet will assist you in sending a Job using the New button in the Project taskbar.
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Adding description, assets and comments to tasks
This help sheet will assist you on how to add descriptions, assets and/or comments to your Tasks, Proofs and Jobs.
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Copying a task link to share with users
This help sheet will assist you on where to copy the task link which can be shared directly with the project users.
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Converting a Task into a Proof or a Job
This help sheet will assist you on how to convert an existing Task type into another such as a Proof or a Job.
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Managing tasks
This help sheet will assist you on how to move a task to a different section, delete, archive and rearrange a task within a section.
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Filtering, sorting and searching tasks
This help sheet will guide you on how to filter, sort and search for tasks within your Project.
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Adding or removing users in a project
This help sheet will assist you on how to add or remove users, and change a user's role via options within the Project.
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Marking a Project as a favourite
This help sheet will guide you on how to add a Project as a favourite in your Spheero account.
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Managing your licenses
This help sheet will guide you on how to add or remove licenses users, transfer licenses and change user roles in your Spheero account.
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Managing your subscription
This help sheet will guide you on how to make changes and upgrade your subscription plan, update your payment method and to cancel your Spheero accounts.
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