All resourcesGuides
Your first steps with MemoValet
Create your workspace, plan a task and give your notes and files a place to belong.
MemoValet is a workspace for the information and responsibilities that make up your day. Start with one useful task, then build your workspace around the way you work.
1
Create your account
Sign up, complete your profile and choose Personal or Business to suit your work.
2
Explore your Home dashboard
Use Show me around for a guided introduction. Home brings useful shortcuts and current priorities together.
3
Add your first task
Open Work and create a task. Add a due date, priority and the information needed to complete it.
4
Save something useful
Add a note or file and use Library to organise the records you want to keep.
5
Review your calendar
Open Calendar to browse dates, review activity and return to previous work.
What this helps you do
- Start with tasks, notes or files without holding a meeting
- Use the guided tour whenever you need a reminder
- Build your workspace gradually
