Last updated March 13, 2025
To Get Started We Recommend the Following
- Add Users - Get your team onboard by adding users to Tidyflow. Ensure that everyone has access to the tools and information they need to perform their roles effectively.
- Import Clients - Transition smoothly by importing your existing client list into Tidyflow. This will help you maintain continuity and start managing your projects right away.
- Add Tags - Create a set of tags to help categorize and filter through your tasks and projects efficiently. Tags can reflect task types (e.g. Payroll, Bookkeeping, etc.), priorities, clients types, project stages, and more.
- Setup Task Templates - Establish Task Templates for common project types or workflows. This will streamline the creation of new tasks and ensure consistency in how projects are tackled.
- Deploy Task Templates - Once your templates are set up, put them into action. Apply them to new or existing projects to expedite the task creation process and jumpstart your project management workflow.