User Guide

Master Gestionate in minutes

From your first registration to advanced features. Learn how to maximize your team's productivity with our step-by-step guide.

5 min

Complete setup

Free demo

No registration

100%

Secure

Your path to total productivity

Follow these simple steps to set up Gestionate and start working more efficiently in a matter of minutes.

1

Choose your plan

Same features, different limits

Basic: Ideal for small teams
Pro: For growing companies
Enterprise: Unlimited for large teams
2

Create your account

Fast and secure registration

GitHub: Sign in with your existing account
Google: One-click access
Demo: Try without registration for 15 days
3

Configure your team

Invite and organize collaborators

Send email invitations from the Team section
Assign specific roles and permissions
Organize by departments and projects
4

Start working

Create your first workspace

Create a Workspace for your project
Set up Records tables for data
Add personal notes to your home
Key Features

Everything you need to manage your business

Discover the specific tools that will make your team work more efficiently and organized.

Team Management

Invite collaborators, assign specific roles and permissions. Organize your team by departments and projects.

Email invitations from the Team section
Granular permissions and access control
Organization by roles and departments
Team activity tracking

Workspaces

Create organized workspaces by projects. Keep everything related in one place.

Dedicated spaces per project or client
Intuitive resource organization
Controlled access per workspace
Complete space customization

Records & Data

Create and manage custom data tables. Store client information, inventory, and more.

Customizable tables for any data
Flexible fields and data types
Advanced filters and searches
Data export and import

Personal Dashboard

Customize your home page with notes, widgets, shortcuts and tools you use frequently.

Personal notes and reminders
Customizable widgets
Quick access to key functions
Integration with external tools

Billing

Control income and expenses, generate financial reports and maintain control of your cash flow.

Income and expense registration
Automatic financial reports
Cash flow control
Transaction categorization

Communication

Keep your team connected with integrated communication tools and smart notifications.

Real-time comments and discussions
Smart notifications
Custom mentions and alerts
Complete activity history

What's next after learning the fundamentals?

Choose your next step based on your experience level and specific needs.

Start working comfortably and productively

Discover how far you can go. Whether you're scaling your own project or want to increase your company's productivity and forget about multiple work-syncing platforms, we have the ideal solution for you.



© 2025, Gestionate