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.
- 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).
- 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.
- Assign tasks: Open the project and add tasks for your team. Set priorities, due dates, and assign each task to a responsible person.
- 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.