Got new team members to onboard into Trigger’s time tracking and project management app?

Our new How-To Videos and Roles & Permissions table might help!

 

How-To Videos

 

How-To Videos

Here are the topics for our first round of 24 How-To Videos:

  • Create Company
  • Create Project
  • Create Task
  • Create Milestone
  • Log Time
  • Invite User
  • Companies List
  • Projects List
  • Copy Projects (New feature this week!)
  • Project Templates
  • Tasks List
  • Kanban Board
  • Watchers
  • @Mentions
  • Pinned Tasks
  • Tags
  • Schedule
  • Calendar
  • Timesheets
  • Expenses
  • Invoices
  • Reports
  • Integrations
  • Help

Want to suggest a different video topic? Send your ideas here.

 

Where do I find the videos?

There are 3 places to find the new How-To Videos:

1. Click here.

2. Inside our Trigger app? Click on the ? icon in the bottom left of your Trigger menu. Then click on Videos.

Videos on Help

Videos in footer

 

Roles & Permissions

Ever get confused about Trigger roles when you onboard new users?

If yes, check our new Roles & Permissions table here.

Roles & Permission page

 

We’ve also included the Roles & Permissions link on your Invite User page, so you can easily check the table when you invite a new user.

 

Link to Roles page on invitation

 

Got more ideas?

If you’ve got more ideas about how we can help you onboard team members easier, we’d love to hear from you here.

 

Thanks ​and enjoy your day/evening!