You can manage profile from my profile page. You can navigate to my profile page by clicking on “My Profile” label from top right side menu.

You can manage already added business setup by selecting particular steps from general settings – Business setup section. You will navigate to particular selected step. It will not show Plan selection here. You can change plan from my subscription page.

You can create and manage workflows for automation. Define list of tasks, assignees for each task, due dates, reminders & many other configurations for effectively automate your day to day task creation and allocations. By clicking on “Manage Workflows” label, you will navigate to manage workflow page.

By default, there is no client so it will display listing page along with search and Add New Client option.

You can manage tasks from My tasks/Assigned to Others page. It will display My Task(s) and Assigned to Other(s) in Menu. Assigned to Others Tasks will be display in menu if staff/user have given permission from settings.

On this screen, you can see the five most recent ongoing tasks time logs of your staff members; you can also view all ongoing tasks time logs by clicking the “View All” button. All of these features are only available if you have a premium subscription.

From this page, you can generate new time logs, call logs, and meeting logs. The employee’s time log will be displayed in accordance with the company’s and the employee’s granted rights.

You can manage all type of documents from my documents page. It will display default folders as Unfiled Document, Contracts, Quotes, Favourites and Clients.