Projects And Clients | MindSalt Help

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Getting Started

6

New users
Account setup
- Set up a new MindSalt account
- Use and remove sample data

Time and Time Off

9

Time tracking
Time off
- Configure time off and accruals
- Record time off and view balances
Time administration
Timesheet approvals
- Review timesheet approvals

Expenses

7

Expense tracking
Expense administration
Expense approvals
- Review expense report approvals

Projects and Clients

7

Clients and organization
Projects
- Create and manage projects
- Manage project categories, priorities, and status
Tasks and assignments
- Create and manage project tasks
- Manage project assignments

People and Permissions

6

Employees
Permissions
- Manage security roles and access

Reports and Billing

5

Reports
Cost and billing rates
- Export data to QuickBooks Desktop
- How cost and billing rates work

Administration

8

General settings
- Configure general account settings
Time settings
- Configure time tracking settings
Expense settings
- Configure expense tracking settings
Approvals
- Configure approval workflows
Sign-in and SSO
Subscription
- Manage subscription and billing

Mobile

6

Mobile basics
- Use MindSalt on a phone or tablet
Time tracking
- Track and submit time on mobile
Expenses
- Add expenses, receipts, and Smart Scan on mobile
- Manage expense reports on mobile
Approvals
- Review approvals on mobile
Troubleshooting
- Troubleshoot MindSalt Mobile

Help Center
Projects and Clients

Projects and Clients

3 Sub Categories | 0 Docs

Projects and Clients

Manage clients, company organization, projects, tasks, and assignments.

Clients and organization
Projects
- Manage project categories, priorities, and status
- Create and manage projects
Tasks and assignments
- Manage project assignments
- Create and manage project tasks

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