Operately Help
Operately is your company’s operating system - helping you run operations, align teams, and drive growth without the need for a COO.
Why use Operately?#
Most companies end up with their work spread across too many tools - projects in one app, goals in another, KPIs in spreadsheets, and processes scattered everywhere.
Operately brings all of this into one place with proven workflows built in - from running projects and tracking goals to measuring progress. It connects company goals to day-to-day work, so everyone knows exactly what to do and how it helps the company move forward.
No more chasing people for updates or spending hours keeping everything organized. Focus on delivering value and growing your business instead.
Who is Operately for?#
Operately works for organizations of all types who want to run more effectively. It’s especially valuable for:
- Startups with 10+ people who need to organize their work and align their teams
- Organizations with diverse functional areas that need a common system for marketing, sales, product, HR, and other teams
- Teams using disconnected tools who want to simplify and have one centralized place for projects, goals, documents, and discussions
Operately shines when staying coordinated requires more than just a few meetings and shared documents. It provides the structure to keep everyone moving in the same direction without the overhead.
About this Help Center#
This Help Center contains clear guides for using Operately’s features effectively.
Here you’ll find step-by-step guides, practical examples, and key feature explanations to help you get the most out of the platform.
Whether you’re starting your first project or onboarding your team, we’ll guide you through every step.
How to use this Help Center#
- Navigation: Use the sidebar to browse guides by topic or feature
- Getting started: Begin with the Quick tour to learn the basics
- Search: Use the search bar at the top to find specific topics
- Specific tasks: Each guide focuses on one task with clear steps to follow
Ready to get started?#
If you haven’t started using Operately yet:
- Cloud version: Sign up for a free Operately account
- Self-hosted: Set up your own instance on your infrastructure
Help us improve#
All our help resources are open source, and we welcome input from our community.
If you find anything unclear, notice missing information, or have suggestions for improvement, please share your feedback. Your insights help make these guides more helpful for everyone.