User Guide

Your guide to getting the most out of Yonetior

First Steps

Getting Started with Yonetior

Setting up Yonetior for the first time is straightforward. Follow these steps to establish your workspace and begin managing your professional services efficiently.

  1. Add a client: Navigate to the Clients page and click the New Client button. Enter the client's name, contact information, and type (Individual or Corporate).
  2. Create a project: Go to the Projects page, click New Project, give it a name and description, and link it to the client you just created.
  3. Assign tasks: Open the project and add tasks for your team. Set priorities, due dates, and assign each task to a responsible person.
  4. Enter expenses: Record any costs related to the project. Select a category, enter the amount and date, and add a description for your records.
Start by adding your first client, then follow the steps in order.