Onboarding checklist for setting a new company

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]