App Tour
PrimeTask's guided tour - a narrated walk-through of every major area that points things out in the real UI. Full Tour or Quick Tour, jump to any section, take it any time.
The App Tour is the second of PrimeTask's three onboarding tools. Where the Setup Wizard configures your workspace and the Interactive Tutorial has you try things yourself, the App Tour shows you the real interface with spotlights and short descriptions - a narrated walkthrough of where everything is.
Run it once, take two minutes with the Quick Tour, or deep-dive the Full Tour whenever you feel like.
The tour runs in the real UI, not a simulation
Each step highlights an actual area of your PrimeTask window and tells you what it does. Your data is safe - the tour doesn't change anything unless you explicitly do it as part of an interactive step.
What you can do
Take the Full Tour
every major area, 14 sections, 60+ steps.
Take the Quick Tour
highlights only, about two minutes.
Jump to a specific section
instead of going straight through.
Skip any step
or end the tour at any time.
Run the tour again
any time from Settings.
How to start the tour
- Settings → Help & Documentation - use the Start Tour action. This is the main entry point.
- Settings → License - the License card also has a quick-launch tour action for new Pro users.
When you start, the tour opens on your Dashboard and begins.
Full Tour vs Quick Tour
Full Tour - every area, depth included
The Full Tour covers 14 sections in order:
Welcome
orientation
Sidebar
navigation, Spaces, projects
Dashboard
widgets, stat cards, layout
Tasks
list and board, filters, bulk actions
Board
Kanban boards, grouping, columns
Calendar
month, week, day, agenda, day planner, heatmap
Gantt
timeline, dependencies (Pro)
Task Details
everything a task can carry
Calendar Page
task and event integration
PrimeCRM
contacts, companies, activities, pipeline (Pro with CRM)
PrimeFlow
canvases, nodes, node library
Reports
workspace-wide analytics
Settings
search, cards, categories
Finale
wrap-up and next steps
Sections that don't apply to you are skipped automatically - PrimeCRM only shows when CRM is enabled; Pro-only sections skip on Standard.
Quick Tour - ~2 minutes
The Quick Tour covers six sections with one or two key points each:
Navigation
sidebar, search, Quick Add
Dashboard
stats, widgets, create a task
Tasks
views, filters, task list
Calendar
the calendar views
Settings
where to find everything else
Done
pointer to the Full Tour if you want more
Good for a first-day orientation when you don't want 60 steps.
Take the Quick Tour first
Run the Quick Tour on day one to get the lay of the land, then come back for the Full Tour the following week when you've actually started using the app.
Jump to any section
The tour has a section menu - open it while the tour is running to jump to any section directly. Great when you want to skim one area after you've done the rest.
During the tour
Each step places a spotlight on the real UI with a short tooltip. Between steps, you can:
- Go forward or back to the next/previous step
- Skip the section to jump past
- End the tour whenever you want
Some steps are interactive - the tour pauses until you do the action yourself (for example, creating a task). That's on purpose: the best way to learn creation is to create something.
Run it again
You can re-run the tour any time from Settings → Help & Documentation. Restart from the top or jump to the section that actually needs a refresher.
Share the tour with new teammates
On a collaborative Space, pointing a teammate to the Start Tour action is the fastest way to get them productive without hovering over their shoulder.
Things worth knowing
The tour adapts to your setup
Sections that depend on specific features (PrimeCRM, Gantt, PrimeFlow advanced nodes) only appear when you have access - Standard users skip Pro-only sections, Spaces without CRM skip the CRM section, and so on. What you see reflects your actual PrimeTask.
Interactive steps wait for real actions
Some steps pause the tour until you actually do the thing - create a task, open a detail page, run a search. This turns watching into doing for the beats that benefit from it.
Nothing destructive happens
The tour never modifies your workspace without explicit input from you. Even interactive steps use your real data - creating a real task that lives on after the tour ends.
It pairs with the other onboarding tools
Setup Wizard sets things up. App Tour (this one) points them out. Interactive Tutorial has you try them with completion tracking and points. Use any combination - most people benefit from at least the Quick Tour and then the Tutorial for the parts they care about.
Windows and macOS behave the same
The tour adapts to your platform - native window controls stay where they are, keyboard shortcuts show the right modifier keys.
Common questions
"Do I have to start at the beginning every time?"
No. Use the section menu to jump to any section directly.
"Can I skip the tour entirely?"
Yes. Close it whenever you want; re-run from Settings when you're ready.
"How long does the Full Tour take?"
Roughly 15–20 minutes if you read carefully, less if you skim. Interactive steps take as long as you take.
"What if a section doesn't apply to me?"
It's skipped automatically based on your license and Space configuration.
"Will the tour create demo data?"
No. The tour uses your real PrimeTask - no demo data is imported. For a filled-out sandbox, use the Setup Wizard's Demo Data option instead.
"Does the tour work on both macOS and Windows?"
Yes. PrimeTask ships on both platforms and the tour adapts to each.
Where to go next
| If you want to… | Read this |
|---|---|
| Configure your workspace first | Setup Wizard |
| Learn hands-on with points and completion | Interactive Tutorial |
| Get productive in five minutes | Quick Start Guide |
| Understand how everything connects | How It All Connects |
| Re-run the tour or see docs | Help and Documentation Settings |