First steps for project managers

  1. Set up your organization. If you're the super admin, invite your team from Settings → Organization and decide whether to turn on timesheets. If you were invited, your organization is already set up.
  2. Connect your tools (optional). See Integrations overview.
  3. Create your first project. See Create a project.
  4. Wait for the talent to accept. The project stays Pending until they do.
  5. Track progress. Open the project tracking page, and review tasks as they come in.
  6. Set up a digest. See Digests.