1. Create the company
Go to Try free and fill in the company name, your name, email and password. You need no card. Once you have confirmed your email you are the owner of the company, and the 14-day trial has started.
The first time you come in, a short walkthrough opens with four steps: the company, the first project, your team and your first time. You can skip each step. Afterwards the box Getting started at the top of the time sheet shows what is left, and the steps tick themselves.
2. Set up the company
Open Settings:
- Time zone decides what "today" is and which days are locked.
- The week starts on can be Monday or Sunday.
- New people decides how far back people you invite may change their own time.
- Billing decides whether billed time is rounded. Read more about rounding and the three times.
3. Add customers and projects
Create your customers and projects. A project needs no customer; it is then an internal project. If you have time in another system you can import it.
4. Invite your team
Under Users, choose Invite user. Read more about users and roles and groups and access.
5. Report your first time
Open Time sheet, choose Add row and type your hours. Nothing is saved until you press Save week. There is more in the article about the time sheet.
Who sees which menu?
| Menu | Who |
|---|---|
| Time sheet | Everyone |
| Projects | Owners, admins and project leads |
| Customers | Owners and admins |
| Reports | Owners, admins and those given the right |
| Users | Owners and admins |
| Settings | Owners and admins |
If you belong to several companies, switch company in the user menu at the top right.