Quick guide for self-onboarding: Users (creatives)

Created by Alexandra Gallisová, Modified on Fri, 29 Sep 2023 at 06:42 AM by Alexandra Gallisová

Welcome to beginner's guide for Users. Below you can find basic steps with key functionalities and their purpose, helping you navigate and understand how each step contributes to the efficient management of your time and tasks.


TABLE OF CONTENTS

Planning: how to plan my capacities?


Planning section is the initial destination for creatives, copywriters, social media managers, or other team members upon logging into Allfred. You can find here all planned assignments, deadlines, and tasks, whether originating from project managers, traffic managers, or the Users themselves. 


Planning gives you an overview how busy individual users are, what they're working on, whether they have capacity for other tasks, or whether they need to be rescheduled.


What you can find in Planning

How to plan capacity

Work with capacity allocations: edit, track time, duplicate, delete

How to set repetitive capacities

Total tracked time overview

How to plan day offs and Homeoffice

How to change planable time, delete user from planning and change colors for specific user


Tasks: how to create tasks and where to find them


In Allfred, task is necessary for tracking the time spent on your projects. Without creating a task, you won't be able to accurately track your team's working hours. 


In the Tasks section, you can find a list of all tasks. You can switch between "My tasks" or "All tasks" view and  filter them by client or brand, team, status, priority, assigned people or positions, creator of the task, or task deadline.


You can sort tasks by their status, task ID, name, Project, budget item or deadline. Done tasks are hidden by default, but you can choose to display them by using the "Show Done tasks" option.


How to create new task?

How to duplicate task?



Time tracking: 5 ways to track time


We know Tracking time is a critical part of agency work, and everyone has their own preferred method for doing it. That's why Allfred offers 5 different and easy ways to track your time - just with one click! No need to fill out task details unnecessarily. Allfred does it for you. 


How to track time?

How to edit tracked time?

How to edit my team time entries?

Where can I find time reports?



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