Welcome to the Beginner's Guide for Users. Below you’ll find basic steps and key functionalities that will help you navigate Allfred and understand how each step contributes to the efficient management of your time and tasks.

As a user, you have access to several key sections in Allfred: Tasks, Planning, Time, and Reports. These are the essential categories for your work. The remaining sections are dedicated to account managers, team leaders, or finance managers.

Allfred is designed to be intuitive: you can easily find all your tasks in the Tasks section, check your daily to-do lists in Planning, and track your time from anywhere! Now, let's dive into each section in more detail.

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Let’s start with what a task in Allfred actually is. A task functions as an assignment for specific users, containing all the necessary information such as briefs, related files, and deadlines.

Tasks are crucial for tracking the time spent on your projects. Without creating a task, accurate time tracking for your team's work would be impossible. Typically, account managers create tasks and assign them to users, but members of the creative department can also create tasks for themselves or others.

Within a task, you can communicate with your team, share files, adjust deadlines, and manage task statuses. You'll be notified about any changes based on your workspace notification settings.

You can find all tasks in the Tasks section, where you can switch views between "My tasks," "My created tasks," or "All tasks" for better organization. You can filter tasks by various parameters, including client, brand, team, status, priority, assigned person or position, creator, and deadline.

Tasks can also be sorted by status, task ID, name, project, budget item, or deadline. By default, completed tasks are hidden, but you can display them using the "Show Done Tasks" option.

Here are some useful resources for managing tasks:

The Planning section is the go-to destination for creatives, copywriters, social media managers, and other team members with User role when logging into Allfred. It provides an overview of all planned assignments, deadlines, and tasks, whether they originate from project managers, traffic managers, or users themselves. Planning helps you see how busy individual team members are, what they are working on, if they have capacity for additional tasks, or if their work needs to be rescheduled.

In Planning, users create capacity allocations to reflect the work described in their tasks. Each capacity allocation represents a time slot for delivering one task and serves as your to-do list, allowing you to view your daily or weekly agenda. From here, you can track your time, link tasks, and communicate with your team.

Learn more about Planning features:

We understand that time tracking is a crucial part of agency work, but everyone has their preferred method—or perhaps none at all. That’s why Allfred offers multiple, easy ways to track your time, with just one click! There’s no need to manually fill out task details; Allfred takes care of that for you.

You can track time directly from the task you're working on (either by starting the tracker or manually inputting the time), from the Planning section (using the play or complete buttons), or in the Time section, which features both day and week views.

For more details, check out: