Lista de verificação
2 min de leitura
Here is an onboarding checklist to help guide you through the initial setup process.
Admin/owner
Gerente
Usuário comum
Profile configuration #
- Defina as configurações do seu perfil (time format and grouping)
Personal info (name & email) can be updated in Manage CAKE.com conta
Integrações #
- Conecte o calendário Google ou Outlook
Project & task management #
- Create project, categorize by client, and create/importe tarefas
- Atribua projetos e tarefas para funcionários/grupos
Workspace setup #
- Defina as configurações do espaço de trabalho
- Convide integrantes da equipe
- Configure o grupos, gerentes, e atribua integrantes
Time tracking & reporting #
- Ativar .
- Baixar aplicativos de gerenciamento de tempo
- Check team activity in Painel
- Download and share relatórios
Kiosk & time off management #
- Set up and launch quiosque (Owner/Admin)
- Configure o folga policies and grant leave (STANDARD feature, Owner/Admin)
Define rates #
- Configure o valor por hora (billable and cost)
Advanced features #
- Defina o orçamento e as estimativas para acompanhar o progresso (PRO feature)
- Crie e publique planejamento (PRO feature, Owner/Admin/Project manager)
- Registre as despesas e crie faturas *
* can also be done by specific member
Profile configuration #
- Defina as configurações do seu 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/importe tasks *
- Assign members/groups to projects and tasks (Owner/Admin) *
* can be done by Project manager
Time tracking & reporting #
- Baixar aplicativos de gerenciamento de tempo
- Check team activity in Painel
- Download and share relatórios
Define rates #
- Configure o valor por hora (billable and cost) *
* can be done by Project manager
Advanced features #
- Set budget and estimates
- Crie e publique planejamento *
* can be done by Project manager
Profile configuration #
- Defina as configurações do seu perfil (time format and grouping)
Personal info (name & email) can be updated in Manage CAKE.com account.
Time tracking & reporting #
- Baixar aplicativos de gerenciamento de tempo
- Check team activity in Painel
- Download and share relatórios
Time tracking & reporting #
- Baixar aplicativos de gerenciamento de tempo
- Check team activity in Painel
- Download and share relatórios
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