The first thing a user has to do is create a Workspace. There are 3 forms available in 3 different tabs as shown below:
SETTINGS
The first step is the Settings Tab. Users will have to fill in all the details such as Workspace Name, Workspace Admin Name, Company Logo, Time zone, Time Tracking duration format etc. Once all the above information is provided by the user, the information has to be saved and enter the details in the next step, which is Designation, by clicking the “SAVE & NEXT” button.
DESIGNATION
An important part of Workspace creation is adding organization roles. Here, users will have to add designation or roles as per their Organization Structure. The Designation tab appears as follows:
To add new roles, click on the “+ROLE” button on the top right corner of the page. A pop – up form will appear that will ask user to add the Designation as per their Company/Organization Structure as follows:
Once all the designations/roles of users’ Organization have been added, click on “SAVE & NEXT” to save the designations and move to the next step. The next step is TAGS.
TAGS
Tags are used to keep your Projects and tasks more organized. Users can use them as keywords to filter and find exactly what they need. Tags have to be created before they can be used. They can be done as follows:
To create Tags, click on “+TAG” button on the top right corner of the page. A pop-up form to add a new tag appears which is as follows:
Once you’ve created a tag, all users in your workspace can select it when tracking time. Users will not have the right to create tags.