User Guide
User Guide
User Guide
Welcome to Tail.ai! We are here to provide you with seamless time-tracking and task-automation workflows.
To get started, please sign up here https://tailapp.ai/sign-in
Once you create your account, you will automatically have manager access and will be able to create clients and projects
The first thing you will want to do is create your clients simply on the “Clients” page or the “Dashboard” page
Once you have your clients created, you are ready to add tasks to your projects
To create a task, go to the “Tasks” page, and click on “Create Task”
You may assign the task to yourself, or you may assign it to a colleague. To assign the task to a colleague, you need to ensure that you have created the employee in the “Employees” page and then you may add the employee to the project by clicking on “Add Employee” on the “Projects” page
After the task is made, it will appear in your tasks queue on your “Tasks” page
Once you are ready to close out the task, click on “Task Details” for the individual task, and then on “Add Task Hour Log” to add in the amount of time that you spent on the task as your worked hours. It is ok if the time logged in there is less than or greater than the estimated time
Once the time gets logged, it will get subtracted from the client's total hours allowance. Also please feel free to mark the task as “Completed” so that your team has visibility into your items
Alternatively, you may make use of our Chrome Extension to complete the hours
Simply install our Chrome Extension (Please reach out to us at support@tailapp.ai if you’d like the extension)
Once the Chrome Extension is installed, you may click on our logo to bring up our lightbox
In our modal, it will look similar to your “Tasks” page. All you need to do is click on “Task Details” and log the hours just like in the website application
We highly recommend making use of our Chrome Extension, since when you are emailing clients, your project will be super top of mind and you can easily log the hours, send the email, and then you’re all done!
If you have any feedback, please send it to: product@tailapp.ai
Welcome to Tail.ai! We are here to provide you with seamless time-tracking and task-automation workflows.
To get started, please sign up here https://tailapp.ai/sign-in
Once you create your account, you will automatically have manager access and will be able to create clients and projects
The first thing you will want to do is create your clients simply on the “Clients” page or the “Dashboard” page
Once you have your clients created, you are ready to add tasks to your projects
To create a task, go to the “Tasks” page, and click on “Create Task”
You may assign the task to yourself, or you may assign it to a colleague. To assign the task to a colleague, you need to ensure that you have created the employee in the “Employees” page and then you may add the employee to the project by clicking on “Add Employee” on the “Projects” page
After the task is made, it will appear in your tasks queue on your “Tasks” page
Once you are ready to close out the task, click on “Task Details” for the individual task, and then on “Add Task Hour Log” to add in the amount of time that you spent on the task as your worked hours. It is ok if the time logged in there is less than or greater than the estimated time
Once the time gets logged, it will get subtracted from the client's total hours allowance. Also please feel free to mark the task as “Completed” so that your team has visibility into your items
Alternatively, you may make use of our Chrome Extension to complete the hours
Simply install our Chrome Extension (Please reach out to us at support@tailapp.ai if you’d like the extension)
Once the Chrome Extension is installed, you may click on our logo to bring up our lightbox
In our modal, it will look similar to your “Tasks” page. All you need to do is click on “Task Details” and log the hours just like in the website application
We highly recommend making use of our Chrome Extension, since when you are emailing clients, your project will be super top of mind and you can easily log the hours, send the email, and then you’re all done!
If you have any feedback, please send it to: product@tailapp.ai