First Steps

When you log in for the first time, you'll find the Getting Started card on your Dashboard. It's five steps that walk you through the whole app. You're not doing any busywork here - you're setting up your actual own data right from the start.

The five steps

1. Add your first client – the company or person you work for.
2. Create a project – a project always belongs to a client.
3. Plan a task for today – you can open the same window anytime with the C key.
4. Log your first hours – on the Today card, start the timer on a task. If you don't have anything there yet, frego will first send you to plan a task.
5. Issue your first invoice from hours – if you haven't filled in your billing details yet, frego will first send you to settings. More in the Billing Details article.

The first unfinished step has a Let's go button. You can also click on any of the other steps. Steps get checked off automatically once you actually complete them in the app - you don't need to confirm anything.

When you're done

After the last step, you'll see a card saying Done! Now you know how frego works., along with a few handy shortcuts below it. Click Got it and the card disappears.

Don't want it?

You can close the checklist using the X in the top right corner. Hiding it is permanent - it won't come back. Nothing gets deleted, it just disappears from the Dashboard.

Tip

If you'd like to understand how everything fits together first, check out the What is frego article.