Erste Schritte

Checkliste für das Onboarding

2 Min.Lesezeit
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Here is an onboarding checklist to help guide you through the initial setup process. 

Profile configuration #

Personal info (name & email) can be updated in Manage CAKE.com Konto

Integrationen #

  • Google oder Outlook mit deinem Kalender verbinden

Project & task management #

  • Create project, categorize by client, and create/import Aufgaben
  • Projekten und Aufgaben Mitglieder/Gruppen zuweisen

Workspace setup #

Time tracking & reporting #

Kiosk & time off management #

  • Set up and launch Kiosk (Owner/Admin)
  • Du hast die Möglichkeit, arbeitsfreier Zeit policies and grant leave (STANDARD feature, Owner/Admin)

Define rates #

Advanced features #

* can also be done by specific member

Profile configuration #

Personal info (name & email) can be updated in Manage CAKE.com account.

Project & task management #

  • Create project, categorize by client, and create/import tasks *
  • Assign members/groups to projects and tasks (Owner/Admin) *

* can be done by Project manager

Time tracking & reporting #

Define rates #

* can be done by Project manager

Advanced features #

  • Set budget and estimates
  • Create and publish schedules *

* can be done by Project manager

Profile configuration #

Personal info (name & email) can be updated in Manage CAKE.com account.

Time tracking & reporting #

Time tracking & reporting #

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