Onboarding checklist
- Configure your profile settings (time format, week start, time grouping)
- Connect Google or Outlook calendar
- Create projects, categorize them by client, and create tasks (or import them)
- Set budget and estimates to track progress
- Start trial for extra features
- Configure workspace settings (set permission and enable various features)
- Activate timesheet or kiosk
- Set up and launch a kiosk
- Invite team members
- Set up groups, managers, and assign members
- Assign members/groups to projects and tasks
- Set up hourly rates (billable and cost rates)
- Download time tracking apps
- Check who works on what in Dashboard
- Download and share frequently used reports
- Create and publish schedules
- Set up time off policies and give members days off
- Record expenses and create invoices