Checkliste für das Onboarding
2 Min.Lesezeit
Here is an onboarding checklist to help guide you through the initial setup process.
Admin/owner
Manager
Regulärer Benutzer
Profile configuration #
- Configure Profileinstellungen (time format and grouping)
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 #
- Configure Arbeitsbereicheinstellungen
- Teammitglieder einladen
- Du hast die Möglichkeit, Gruppen, Managern, und assign members
Time tracking & reporting #
- Activate timesheet
- Herunterladen time tracking apps
- Check team activity in Dashboard
- Download and share reports
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 #
- Du hast die Möglichkeit, Stundensätze (billable and cost)
Advanced features #
- Budget und Voranschläge festlegen, um den Fortschritt zu verfolgen (PRO feature)
- Create and publish schedules (PRO feature, Owner/Admin/Project manager)
- Du kannst Ausgaben und Rechnungen *
* can also be done by specific member
Profile configuration #
- Configure Profileinstellungen (time format and grouping)
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 #
- Herunterladen time tracking apps
- Check team activity in Dashboard
- Download and share reports
Define rates #
- Du hast die Möglichkeit, Stundensätze (billable and cost) *
* can be done by Project manager
Advanced features #
- Set budget and estimates
- Create and publish schedules *
* can be done by Project manager
Profile configuration #
- Configure Profileinstellungen (time format and grouping)
Personal info (name & email) can be updated in Manage CAKE.com account.
Time tracking & reporting #
- Herunterladen time tracking apps
- Check team activity in Dashboard
- Download and share reports
Time tracking & reporting #
- Herunterladen time tracking apps
- Check team activity in Dashboard
- Download and share reports
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