Knowledge Base - Elotree

Why Elotree
Pricing
Resources
Contact Us
- Sales
- Support
Login

Try Elotree Free

Why Elotree
Pricing
Resources
Contact Us
- Sales
- Support
Login

Try Elotree Free

How can we help you today?

Getting Started

30

Managing Departments
Managing Designations
Updating Your Company Information
Adding Your Business Address
Updating App Settings
Updating Your Profile (Admin)
Updating Your Notification Settings
Updating Currency Settings
Updating Payment Credentials
Updating Finance Settings
Updating Tax Settings
Updating Ticket Settings
Updating Project Settings
Updating Attendance Settings
Updating Leaves Settings
Managing Custom Fields
Managing Roles and Permissions
Updating Message Settings
Updating Storage Settings
Updating Language Settings
Managing Lead Settings
Updating Time Log Settings
Updating Task Settings
Configuring Social Login Settings
Configuring Security Settings
Configuring Google Calendar Settings
Updating GDPR Settings
Updating Theme Settings
Updating Module Settings
Managing Database Backup Settings

FAQs

0

Articles coming soon

Admin

12

Using Elotree (Admin)
Dashboard
Adding a New Client
Adding a New Task
Creating a New Ticket
Adding a Sub-Task
Adding a New Lead
Creating a Recurring Invoice
Creating a Time-Log Invoice
Adding a Payment
Adding an Expense
Adding a Recurring Expense

Client

9

Using Elotree (Client)
Dashboard
Managing Your Tickets
Viewing Your Contracts
Viewing Your Projects
Viewing Your Tasks
Sending Messages
Viewing Your Invoices
Viewing Your Payments

Finances

0

Articles coming soon

Human Resources

4

Managing Holidays
Managing Attendance
Managing Shift Roster
Managing Leaves

Elotree Releases

0

Articles coming soon

Reporting

0

Articles coming soon

Leads and Sales

0

Articles coming soon

User

11

Using Elotree (User)
Dashboard
Tracking Time
Adding a New Project
Adding a New Task
Viewing Your Tasks
Sending Messages
Managing Your Tickets
Applying for Leave
Toggling Dark Mode
Updating Your Profile

Privacy Policy | Terms & Conditions

We are using cookies to give you the best experience on our website.

You can find out more about which cookies we are using or switch them off in .

Powered by GDPR Cookie Compliance

Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.

Strictly Necessary Cookies

Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.

Enable or Disable Cookies

If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.