Motivation is what gets you started
Habit is what keeps you going

Getting Started

An overview of’s application including navigation, getting help, personalization and search

Projects & Tasks

Learn how to create tasks and projects – managing progress, status, priorities, resources and schedules

Time & Attendance

Submit and approve time via timesheets, task updates, timers or attendance clocking. Calculate or track overtime

Pricing & Billing

Understand our pricing, tax and summarization for time and materials, fixed, milestone or retainer contracts

CRM & Sales

Learn how to import and manage sales activities including leads, opportunities, sales activities, customers and products or services offered

Expense Management

Learn how to book a trip, import credit card transactions and manage receipts. Submit, classify, approve and reimburse expense claims

HR & Time-off

Manage your employees, contractors and associates including HR records, jobs and positions and sensitive documents. Calculate gross pay to send to payroll

Support & Helpdesk

Support your clients with our helpdesk solution. Enter tickets via phone, web or email and track status, service levels, resources, priorities and more


Learn how to get your entire workforce and external partners collaborating with our messaging, commenting, file sharing and workflow driven software


Explore pre-delivered dashboards and reports or create your own, based on or imported tables and customizable tables and charts

Mobile Apps

Learn how to use our intuitive mobile apps for consultants and workers on iPhone and Android

Setup & Customization

Understand the customizing options in including how to set-up your own company, lists, fields, workflows and document types (Advanced Topic)