How to…

Short step-by-step guides for the most common tasks.

Getting started

• Initial system setup
• Add an employee and grant access
• Customize the dashboard
• Filter and search lists

Clients and engagements

• Add a client
• Add a client employee and grant access
• Create an engagement

Tasks and working time

• Create a task
• Attach files to a task
• Share a link to a task or file
• Mute task notifications
• Log working time

Processes

• Start a process
• Create a process template
• Import processes from a file

Registers

• Create a register
• Add an entry to a register