First steps

You can be up and running in a few minutes. Here's the recommended flow.

1. Create your organization

At sign-up you choose your company name. This automatically creates an organization with you as owner, predefined task statuses, and a ready-configured dashboard.

2. Invite your team

From Employees you send email invites. Each colleague gets a role (admin, manager, member, etc.) with matching permissions. See Roles and permissions.

3. Add your first client

From Clients → New client you fill in the details. Then you can generate a portal invite link so they get access to their projects and invoices.

4. Create a project

Link the project to a client, add tasks and statuses. The client sees the progress from their portal.

5. Issue an invoice

Connect Oblio and issue invoices individually, scheduled, or recurring, linked to the client.

Check your plan limits

In Billing you see how many people and how much storage you're using against your plan's limit. Upgrade when you grow.