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
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FAQs

0

• Articles coming soon

Admin

13

• Using Elotree (Admin)
• Dashboard
• Adding a New Client 
• Adding a New Project
• 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
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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

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Human Resources

4

• Managing Holidays
• Managing Attendance
• Managing Shift Roster
• Managing Leaves

Elotree Releases

0

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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
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