1. Add a client
Open Clients, choose New client and enter a fictional business and contact. Select the service you want to test.
Your first project in five minutes.
Try a complete workflow with sample information.
Explore the workspace ↗2. Create an engagement
Open Templates and choose a checklist. Select your client, owner and due date, then save the project.
3. Move the work forward
Open the project, complete checklist steps and change its status. Log time, review Reports and download a CSV to finish your walkthrough.