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]