Documentation · Calero

Getting started

Introduction What Calero is, who it is for, and how documentation is organised.
Quick start Install Calero, create your first company, and add a person in under five minutes.

Core concepts

Companies and teams How companies, teams, and people fit together in Calero.
People and relationships Influence scores, tags, and relationship types between people.
Projects and scoring Project fields, stakeholder roles, and how the priority score is calculated.

Workflows

Kanban and table views Move projects by status on a board, or sort and filter in a table.
Timeline, notes, and interactions How notes, interactions, and the timeline connect people and projects.
Dashboard and insights Customisable dashboard, pins, pipeline, reminders, and rule-based insights.
Shortcuts and automation Siri phrases, App Intents, URL scheme, and building Shortcuts with Calero on iPhone, iPad, and Mac.

Data & export

Export and backup JSON export, Markdown, vCard import, circles in exports, and optional iCloud sync.

Support

Need something that is not covered? Use the feature request form or review Privacy for how we handle submissions.