Onboarding checklist for setting a new company


Last Update vor 3 Monaten

Hello There, Greetings.

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

Step 1: Complete the onboarding steps

Step 2: (Optionally) Create Teams

Step 3: Invite members to the team and instruct them to use the desktop app.

Step 4: (Optionally) Assign team heads to the teams

Step 5: (Optionally) 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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