To Get Started We Recommend the Following

1. 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.
2. 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.
3. 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.
4. 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.
5. 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.