Do assigned work and record your time.

1. Open Dashboard and find the work waiting for you.
2. Open an allocation, then mark a step as done with a comment.
3. Go to My Timesheet and log time against that work.
4. Add an expense on My Expenses.

Plan and run your department's work.

1. Create a new allocation for a client: pick the service, frequency and dates.
2. Assign people to its steps.
3. Open Resource Board and check who is free.
4. Review a timesheet and approve or return it.
5. When every step is done, choose Complete allocation.

Run a recurring monthly service.

1. Open the monthly Bookkeeping or Management accounts allocation.
2. Work through the Workflow page step by step.
3. Complete the month, then see the next period.

Follow progress and approve.

1. See all allocations you are partner on.
2. Open an audit allocation and review its stages.

See how every department is doing.

1. Use the department tabs on the Dashboard.
2. Open Tasks in progress and filter by person or status.
3. Open Timesheet Review and Expense Review (view only).

Look after people and accounts.

1. Go to Administration and add a new user.
2. Change a user's email and see the pending confirmation.
3. Change a user's role or department.