What the tour covers
The tour walks through the app in this order:1
The sidebar
Everything lives here. The tour starts by showing you the shape of the product.
2
Time
Where you track hours and see your own entries.
3
Projects
Clients, projects and how work is organised.
4
Tasks
The unit of work you track time against.
5
Approvals
Where submitted timesheets, timecards, expenses and leave arrive for review.
6
Reports
Asking questions about where time and money went.
7
Invoices
Turning approved billable work into a bill.
8
Settings
Where the rest of the product is configured.
9
Your account
Your profile, your preferences and the workspace switcher.
10
Start your first timer
The tour finishes by pointing at the thing you will use every day.
The tour adapts to you
This is the part worth knowing: you do not see steps that do not apply to you. Each step is skipped unless two things are true:- The app is switched on for your workspace
- You hold the capability the step is about
Nobody is shown a tour of a feature they cannot reach. That is deliberate – a tour
that points at a button you do not have is worse than no tour.
Taking the tour
The tour offers itself when you first arrive in a workspace.1
Start it
Accept the prompt when it appears.
2
Move through the steps
Use Next to advance, or Back to revisit a step.
3
Leave any time
Dismiss it and carry on. Nothing is left half-configured – the tour only
highlights, it never changes anything.
The tour is purely explanatory. It does not create data, change settings or turn
anything on.
The onboarding checklist
Separate from the tour, a short checklist appears in the app with three starting tasks:- Track your first hour
- Create a real project
- Invite your group
Using the tour to onboard your team
When someone new joins:1
Invite them with the right role
The tour they see depends on it. See
invite your team.
2
Ask them to take the tour
Two minutes, and it answers most first-day questions.
3
Point them at the checklist
Tracking one real hour makes the rest click.
4
Send them one doc link
How TimeTracker works is the best single page
for a new person.
Common questions
Can I retake the tour?
Can I retake the tour?
Yes. Look for the help or tour option in your account menu.
Why does my colleague see more steps than me?
Why does my colleague see more steps than me?
Because the tour follows your role and your workspace’s apps. They hold a
capability you do not, or an app is on that would otherwise be hidden. See
roles and permissions.
Can I turn the tour off for my workspace?
Can I turn the tour off for my workspace?
The tour follows the apps you have switched on. Switching an app off removes its
step for everyone. See apps.
Does the tour change any of my settings?
Does the tour change any of my settings?
No. It only highlights parts of the screen.
Can I dismiss the onboarding checklist?
Can I dismiss the onboarding checklist?
Yes, and it stays dismissed – it is remembered for you, not just for the browser
you happened to use.
Related guides
Quickstart
Do the setup yourself in ten minutes.
How TimeTracker works
The best single page for a new person.
Onboard a new employee
The full new-starter checklist.
Setup checklist
Everything left to configure.