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]