Lista de control de la incorporación
2 min de lectura
Here is an onboarding checklist to help guide you through the initial setup process.
Admin/owner
Gerente
Usuario regular
Profile configuration #
- Configura configuración de tu perfil (time format and grouping)
Personal info (name & email) can be updated in Manage CAKE.com cuenta
Integraciones #
- Conecta el calendario Google or Outlook
Project & task management #
- Create project, categorize by client, and create/importa tareas
- Asigna miembros/grupos a proyectos y tareas
Workspace setup #
- Configura el espacio de trabajo
- Invita a los miembros del equipo
- Establece un grupos, gerentes, y asigna miembros
Time tracking & reporting #
- Activar planilla horaria
- Descarga aplicaciones de seguimiento del tiempo
- Check team activity in Panel
- Download and share informes
Kiosk & time off management #
- Set up and launch quiosco (Owner/Admin)
- Establece un políticas de tiempo libre policies and grant leave (STANDARD feature, Owner/Admin)
Define rates #
- Establece un tarifas horarias (billable and cost)
Advanced features #
- Establece el presupuesto y las estimaciones para seguir el progreso (PRO feature)
- Crea y publica horarios (PRO feature, Owner/Admin/Project manager)
- Registra gastos y crea facturas *
* can also be done by specific member
Profile configuration #
- Configura configuración de tu perfil (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/importa tasks *
- Assign members/groups to projects and tasks (Owner/Admin) *
* can be done by Project manager
Time tracking & reporting #
- Descarga aplicaciones de seguimiento del tiempo
- Check team activity in Panel
- Download and share informes
Define rates #
- Establece un tarifas horarias (billable and cost) *
* can be done by Project manager
Advanced features #
- Set budget and estimates
- Crea y publica horarios *
* can be done by Project manager
Profile configuration #
- Configura configuración de tu perfil (time format and grouping)
Personal info (name & email) can be updated in Manage CAKE.com account.
Time tracking & reporting #
- Descarga aplicaciones de seguimiento del tiempo
- Check team activity in Panel
- Download and share informes
Time tracking & reporting #
¿Te resultó útil este artículo?
Thank you! If you’d like a member of our support team to respond to you, please drop us a note at support@clockify.me