Getting Started

Onboarding checklist

2 min read
User interface displayed in this video may not correspond to the latest version of the app.

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 account

Integrations #

Project & task management #

  • Create project, categorize by client, and create/import tasks
  • Assign members/groups to projects and tasks

Workspace setup #

Time tracking & reporting #

Kiosk & time off management #

  • Set up and launch kiosk (Owner/Admin)
  • Set up time off 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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