Help Center Getting StartedLesson 1: Set up Unison

Lesson 1: Set up Unison

When you first sign up, you're taken to the board of your brand new group. Once on the board, follow a short and fun tutorial to walk through the initial stages of getting your group off the ground in Unison.

Read the "Example board"

When you first log in to Unison, you will see an example board in the groups browser on the left with messages and cards for you to view. This board will give you a walk-through of all of the main features found in Unison to help you communicate with group members. Feel free to play with this board, adding to it, filling it out, or editing cards to get a feel for how creating content in Unison works. 

  • Click on any card to open the card and read it. 
  • Reply to a card to see your message appear in the feed. 
  • Respond to the action items and sign up for an item. 
  • Edit any card to see how it was set up. 

Create a group

A group is a collection of people that is being connected and organized in Unison. Each group in Unison has a board that serves as the group's central communication hub. Cards posted on a group's board by group leaders are sent out to all members via email / SMS, and members can respond by replying to the email / SMS, or opening the board and posting a reply. Information on the group's board is more structured than it is in an email, which makes it easier to find important pieces of information quickly using Projections. 

  1. From the group browser on the left, click the "New group" link
  2. Fill in the group name. If you have an organization, you can also place this group as a sub-group to a parent group within the organization. 

If you begin with a personal group and decide to upgrade to an organization later, you will have the ability to upgrade it directly to the top level of your organization or create a new organization group and then edit the group and add it to your organization. 

Add an image

Click on the image of a picture in the lower right corner of the banner that displays your group's name. A new window will pop up, allowing you to choose an image on your computer to upload and will appear as the new banner image. 

A. Below the banner, there are options to post a comment or create a new card. 

B. Next, you will see the feed where you can view cards and messages posted in the group. To view a card and any related comments, click on it. 

Along the top bar are more items for navigation. 

C. The groups browser is where you will see a list of all of your groups. The icons to the right of the list of groups will allow you to access the controls for the group selected on the left. 

D. The search bar will allow you to search old posts. Additionally, you can click on the triangle icon to view projections. Projections make it easy to cut through noise and find key pieces of information. A Projection is a visualization of a particular type of information on a group's board. For example, the calendar projection shows dates on a calendar. The map projection shows places on a map.

E. Clicking the bell icon will allow you to update your personal email and text notification preferences for the selected group.

F. Clicking the + icon will allow you to add members, create a new group, or create a new organization. 

G. Clicking your profile will allow you to manage your profile and get additional help. 

Create an organization (optional)

An Organization is a collection of groups and people. Organizations pay a small monthly fee and have access to additional features that are not found in personal groups. Some of those features include: 

  • Group hierarchy 
  • Registration page
  • Group blast emails
  • Unlimited text messaging (limited to 500/month in personal plans)

To create an organization: 

  1. Click the "Create a new organization..." link under the "+" icon in the upper right corner of the page. 
  2. Fill out your organization name and credit card information. 
  3. Click the "Create organization" button. 

Organizations can also create a registration page for each group within the organization to allow a customizable online registration form that can be used to onboard new members into a group or set up text-to-join for easy onboarding of members.