Getting Started

This training outlines the steps to effectively use the Tail ai platform for managing clients, projects, and tasks.

Key Steps

1. Accessing the Dashboard [0:01]

• Log in to the Tail ai platform.
• You will be directed to the dashboard page, which provides an overview of your accounts, projects, and recent activities.

2. Creating a Client [0:23]

• Navigate to the Clients page.
• Click on 'Add Client'.
• Fill in the required client details and save.

3. Editing a Client [0:38]

• Click on the specific client you wish to edit.
• Go to the Details page.
• Make necessary updates and click 'Update'.

4. Creating a Project [0:50]

• Go to the Projects page.
• Click on 'Add Project'.
• Fill in the project details, including:
  • Project name
  • Description
  • Assigned client
  • Allocated hours
• Save the project.

5. Creating a Task [1:20]

• Navigate to the Tasks page.
• Click on 'Add Task'.
• Fill in the information on the Task card, including:
  • Task name
  • Description
  • Assigned colleague (optional)
  • Estimated hours
• Save the task.

6. Marking a Task as Complete [1:45]

• Click on the completed task.
• Mark it as complete.
• Fill in the actual hours spent on the task.

7. Tracking Project Hours [2:03]

• Ensure that actual hours are filled in to deduct from the project hours.
• This helps in accurately tracking the time spent on each project.