Onboarding checklist
- Configure your profile settings (time format, week start, time grouping)
- Create projects and categorize them by client
- Set up tasks on projects
- Configure workspace settings
- Activate timesheet
- Invite team members
- Set up groups and assign members
- Assign member/groups to projects and tasks
- Set up hourly rates (billable and cost rates)
- Download and explore time tracking apps
- Check who works on what in Dashboard
- Filter and share frequently used reports
- Try extra features