Onboarding checklist for setting a new company

Workfolio

Last Update há 2 anos

Welcome to Workfolio


After creating a new account in the workfolio, follow the below steps to set up your company on workfolio.


Step 1: Complete the onboarding steps


Step 2: Create Teams


Step 3: Invite members to the team


Step 4: Assign team heads to the teams


Step 5: Configure the track settings as per your need


Step 6: Check who works on what in the workfolio Dashboard


Step 7: Configure email reports 



If you need additional help, feel free to contact support or send us a mail to [email protected] 



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