Help Centre

accounts

  1. Account Settings
  2. Subscription
  3. Invoice Settings
  4. How to Subscribe
  5. How to change my password?
  6. Forgot your Password?
  7. iPad/ iPhone integration
  8. Deactivate Your Account

calendar

  1. About the Calendar - Due Dates
  2. Subscribe your calendar to Apple Calendar and Google Calendar

companies

  1. Creating a Company
  2. Editing / Deleting a Company
  3. What is a company?
  4. What Do Clients See?
  5. Invite / Add Clients
  6. Add/ Invite Employee
  7. Contractor vs Employees

dashboard

  1. Inviting Users

expenses

  1. How do I add expenses to a project?
  2. How do I create a recurring expense?

highrise sessions

  1. Integrate Highrise with Trigger

integrations

  1. Send invoices to Xero - Integration setup
  2. Import your data from Basecamp
  3. Import or Match your clients from Xero
  4. Send invoices to Freshbooks - Integration setup.
  5. Importing/Matching Clients and Users in Freshbooks
  6. Integrate Highrise with Trigger
  7. How to find your Highrise API token

invoices

  1. Creating an Invoice
  2. Employee & Billing Rates
  3. How do I adjust what I invoice, and add extra line items?
  4. Invoicing Rates

manage

  1. Account & Invoice Settings
  2. Manage your team - permissions and access
  3. Manage Your Profile Settings
  4. Manage Your Integration Settings

mentions

  1. Mention Someone in an Update

milestones

  1. How to Create a Milestone
  2. Add Tasks to Milestones
  3. How to Add and Group Milestones

project templates

  1. Where to access Project Templates and how to create a new one?

projects

  1. Create a Project
  2. Editing/Closing a Project
  3. Re-opening a Project
  4. Delete a project
  5. What does Billable mean?
  6. What are Target Hours?
  7. Expenses
  8. How do I add expenses to a project?
  9. Making Project (Private)
  10. How do I move a project to a different company?

subscriptions

  1. About Subscriptions
  2. How to Subscribe
  3. Upgrade/Downgrade My Subscription

tasks

  1. Create a Task
  2. View, Edit, and Delete Tasks
  3. Adding Updates, Attachments & Setting Privacy
  4. How To Log Time
  5. Editing and Deleting Updates
  6. Changing a task's Status/Priority
  7. Add the team and assigning tasks.
  8. Recurring Tasks
  9. How do I attach Google Doc files to a task?
  10. How do I attach Dropbox files to a task?
  11. How do I update a Task?
  12. Task Due Dates
  13. Quick Tasks
  14. Public / Private Updates
  15. Pin/Unpin a Task
  16. Mention Someone in an Update
  17. Edit an Update
  18. How do I attach files to a task?
  19. Trouble attaching documents?
  20. How to export Project's Tasks to CSV file?
  21. Add person to task
  22. Create a Task by Email

timesheets

  1. Exporting Timesheets
  2. Personal TimeSheets
  3. Timesheets
  4. Timer
  5. Timesheet in Details

users

  1. Manage Your Team
  2. Profile Settings

welcome

  1. Quick Start to Trigger
  2. Get the most out of Trigger

xero sessions

  1. Syncing with Xero

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