Help Centre
accounts
- Account Settings
- Subscription
- Invoice Settings
- How to Subscribe
- How to change my password?
- Forgot your Password?
- iPad/ iPhone integration
- Deactivate Your Account
calendar
companies
- Creating a Company
- Editing / Deleting a Company
- What is a company?
- What Do Clients See?
- Invite / Add Clients
- Add/ Invite Employee
- Contractor vs Employees
integrations
- Send invoices to Xero - Integration setup
- Import your data from Basecamp
- Import or Match your clients from Xero
- Send invoices to Freshbooks - Integration setup.
- Importing/Matching Clients and Users in Freshbooks
- Integrate Highrise with Trigger
- How to find your Highrise API token
invoices
- Creating an Invoice
- Employee & Billing Rates
- How do I adjust what I invoice, and add extra line items?
- Invoicing Rates
manage
- Account & Invoice Settings
- Manage your team - permissions and access
- Manage Your Profile Settings
- Manage Your Integration Settings
projects
- Create a Project
- Editing/Closing a Project
- Re-opening a Project
- Delete a project
- What does Billable mean?
- What are Target Hours?
- Expenses
- How do I add expenses to a project?
- Making Project (Private)
- How do I move a project to a different company?
tasks
- Create a Task
- View, Edit, and Delete Tasks
- Adding Updates, Attachments & Setting Privacy
- How To Log Time
- Editing and Deleting Updates
- Changing a task's Status/Priority
- Add the team and assigning tasks.
- Recurring Tasks
- How do I attach Google Doc files to a task?
- How do I attach Dropbox files to a task?
- How do I update a Task?
- Task Due Dates
- Quick Tasks
- Public / Private Updates
- Pin/Unpin a Task
- Mention Someone in an Update
- Edit an Update
- How do I attach files to a task?
- Trouble attaching documents?
- How to export Project's Tasks to CSV file?
- Add person to task
- Create a Task by Email
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