This guide provides step-by-step instructions on how to use Elotree as a client. It covers the basics of navigating your dashboard, viewing projects, contracts, payments and invoices, and all other client-related activities.

Knowledge Base

Using Elotree (Client)

This guide provides step-by-step instructions on how to use Elotree as a client. It covers the basics of navigating your dashboard, viewing projects, contracts, payments and invoices, and all other client-related activities.

Updating Your Profile

Updating Your Emergency Contacts

Toggling Dark Mode

Note: You can enable/disable dark mode in Elotree while on any page.

Applying for Leave

Note: All Leave applications will be sent to the HR Admin.

Managing Your Tickets

Note: All created Tickets will be sent to the System Admin.

Sending Messages

The Messages feature in Elotree is a convenient way to correspond with team members and clients.

Viewing Your Tasks

From the task page, tasks can be displayed in three different views: The default display is the List View. Click the board or calendar icon located on the top right area of the page to switch the view to the … Read More

Adding a New Task

Alternatively,

Adding a New Project

1. To add a new project, click on the plus icon located at the top right corner of the page. 2. Click on “Add Project”. Alternatively, 1. Click on “Projects” under the Work category on the left sidebar menu of … Read More

Tracking Time

How To Start The Timer There are two options for tracking time on Elotree. You can start the time tracker while on any page or you can start the time tracker while on the particular task page you wish to … Read More