> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.workstatus.io/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Account Setup in Workstatus


# Account Setup in Workstatus

Let Workstatus free up your time, allowing you to close those lucrative deals and make more sales. Workstatus can help you focus on managing your team by monitoring their daily activities: such as checking how and where your team spends their time, ensuring their timesheets are correct for generating reports.

###### Roles and Permissions:

Organization Owner/Manage/ Delivery Head

* They can Add/ Setup new Organization

**Dept. Head(User)/ Project Manager (User)/Team Lead(User)/ User:**
 
* They can Add/ Setup new Organization

Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/

Below is a step-by-step guide on how to get the most out of your Workstatus organization:

### Table of Contents

* Setting up your organization

* Invite your team to join your Workstatus organization

* Download the desktop app

* Installing and signing into the client

* Setting up projects

* Assigning tasks

* Adding clients

* Setting up timesheet approvals

* Time Tracking

1. Time tracking using the apps

2. Manual time addition

* Generating reports

### Setting up your organization

Organizations are a critical aspect of Workstatus. Think of each Workstatus organization as one company. It is the structure that houses all your employees, clients, projects, tasks, and more.

Click on any topic below to learn more about organizations:

* [Setting up an organization](https://support.workstatus.io/en/article/how-do-i-set-up-an-organization-5poltl/)

* [Edit your organization Details](https://support.workstatus.io/en/article/how-to-edit-the-organization-name-klehmk/)

* [Archiving an organization](https://support.workstatus.io/en/article/how-to-archive-my-organization-cancel-my-subscription-1kjo0ya/)

* [Restoring an Archived organization](https://support.workstatus.io/en/article/how-do-i-restore-my-organization-10bk8a0/)

*If you are a team member looking to join an existing Workstatus organization, please reach out to your organization owner to send you an* [invite](https://support.workstatus.io/en/article/how-to-invite-team-members-mfyfox/).

### Invite your team to join your Workstatus organization

To get started, you’ll need to invite your staff as members of your Workstatus organization. To invite your team, navigate to the **Members** page, then click on the Invite Member button. Click [here](https://support.workstatus.io/en/article/how-to-invite-team-members-mfyfox/) to view our complete guide to inviting your team.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/screenshot1_io0i2k.png)

After successfully inviting your team, the next step would be to download the time tracking app.

The mobile app can only record time and locations. To record desktop activity (screenshots/apps/URLs/keyboard and mouse activity) you’ll need to download the desktop applications for Windows and Mac.

### Installing and Signing into the Client

After downloading the client, users will be prompted to install it. Click on an operating system below for a guide on how to install the Workstatus app:

**Desktop**
* [Windows client](https://support.workstatus.io/en/article/install-and-sign-in-into-windows-desktop-client-1xfyyhv/)

* [OSX client](https://support.workstatus.io/en/article/install-and-sign-into-workstatus-mac-desktop-client-19x5isg/)

* [Linux Desktop Client](https://support.workstatus.io/en/article/install-and-sign-in-into-linux-desktop-client-10cba3e/)

**Mobile**
* [Android Mobile Client](https://support.workstatus.io/en/article/how-to-install-workstatus-on-my-android-device-1d3p1qm/)

* [iOS Mobile Client](https://support.workstatus.io/en/article/how-to-install-workstatus-on-my-ios-device-11y1j3f/?bust=1683716292040)

### Setting up Projects

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1nd1bff.png)

Projects are a way to organize your team’s tracked time. You can organize your team’s time and activities into projects. Click [here](https://support.workstatus.io/en/article/projects-overview-x2pddl/) for a Setting up projects on Workstatus. Complete this initial setup guide to customizing your projects based on how you need them to work for your company.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/screenshot2_zaf3eh.png)

### Assigning Task

Tasks are called **Task** in Workstatus. To add a **Task**, navigate to the Task menu on the sidebar, then click on **Add Task** button.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/screenshot3_1hlbcfg.png)

You can see Add Task button on the top right corner with the help of which you can create task.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/screenshot4_msw3qt.png)

Above Number are represent following task field

 Task Name, Description , Assignee etc. 

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/screenshot5_144on1m.png)

if you want to add more Task information's then click on three dots .

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/screenshot6_1d9ossm.png)

A dialog box will appear where you can choose which team member to assign the task. Once the to-do is assigned, it will appear on the Workstatus client so the team member can track time to them.

### Adding clients


###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/screenshot9_1j19lvc.png)

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/screenshot7_rz3fgp.png)

The **Clients** feature helps you to categorize which projects belong to which Clients. Click [here](https://support.workstatus.io/en/category/clients-pgsrqx/) for a complete step-by-step guide to setting up your Workstatus account for clients/customers.
 
### Setting up timesheet approvals

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/screenshot8_132kiwq.png)

Preview of the Timesheets -> Approvals page where Owners and Managers can view, approve, or deny timesheets.

The Timesheet Approval feature allows owners and managers to double-check time entries before they are sent to be processed.

### Time Tracking

At this point, your team is now ready to track their time. Once they’ve tracked time, the app will then upload the time and activity data to the web dashboard.

### Time tracking using the apps 

You can track time manually by pressing the start/stop buttons on your Workstatus application.

**Desktop**

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_82h8vo.png)

**Mobile**

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_gfvhcw.png)

### Manual time addition

You can also opt to add in time manually for your team or let them manually add time for themselves. To do this, [Enable the Modify Time setting](https://support.workstatus.io/en/article/how-to-enabledisable-modify-time-settings-zm4utz/), then follow [this guide](https://support.workstatus.io/en/article/how-do-i-add-time-to-to-dos-manually-1ghpdxh/) on how to add time manually.

Enabling the Modify Time setting will allow team members to add, edit, and delete time.

### Generating Reports

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1vjjokg.png)

Workstatus provides a number of reports that display an in-depth look into what your team is working on, how they are spending their time, and how efficient they are being.

We separate data into different reports, that are easy to use, filter, and adjust to provide the exact information you are looking for. You can display the total amount of time each/all users work, how much time each/all users spend on a project, and more.

Click [here](https://support.workstatus.io/en/article/reporting-screen-walkthrough-1qjwrii/) to learn more about what reports are available in Workstatus.

You’re all set! Next time, you’ll be able to add more people, projects, tasks, clients, generate reports, job sites, and more. In case you need help with anything, please feel free to reach out to our support team via  **hello@workstatus.io**