How do I get the most out of my trial?

Worktivity setup has seven steps: workspace name, industry, goal, teams, inviting people, the desktop app and a final summary. You can skip the invite and desktop app steps with Skip for now and finish them later. Whatever you skip stays on the "Get your team started" card on Overview.

What happens during setup?

1. You enter your workspace name, pick an industry and say what you want Worktivity to do.
2. You set up your teams. Suggested names for your industry are filled in. Rename them, remove some or add your own.
3. The workspace is created at the end of the teams step, and your free trial starts.
4. You can invite people by email, each with a team and role.
5. You can install the desktop app, ideally on your own computer first.

Steps 4 and 5 are optional. Select Skip for now on either one to move on.

What does the "Get your team started" card do?

The card appears on Overview during a trial, and only for the Owner and Co-owner roles. It lists three steps and shows a check mark next to each one you have finished: invite at least two teammates, install the desktop app, and see your first data. It also shows how many days are left in your trial. When all three steps are done, the card disappears.

How do I invite my team?

Open Team in the sidebar and select Add employee at the top right. The card's invite button opens the same form. Enter the person's details, choose their team and role, and send the invitation.

Each person gets an email with a link. The card counts invited people ("1 of 2 invited") and marks the step done at two.

How do I install the desktop app?

Select the download button on the card, or open the download page. Install the app on Windows, macOS or Linux and sign in with your Worktivity email and password. Your own installation counts, so you do not need to wait for an invited person: install it on your own computer, sign in with the same email and password you use here, and the step is marked done.

Nothing is recorded until a person clocks in, and each person can see their own hours and activity under My activities.

What does the first activity look like?

After someone installs the app and clocks in, their hours, breaks and application use start appearing in Worktivity. The first entries can take a few minutes to show up, and the third step on the card is marked done once data arrives. A single person's first day is a short timeline, so the dashboards look fuller once two or more people have been recording.

What does "Hide for now" do?

"Hide for now" removes the card for 24 hours. It does not complete the steps and does not change your trial. The card comes back afterwards, until all three steps are done.

What if I am not ready to invite two people?

The card is a suggestion, not a requirement. The trial and every feature work without finishing it. With fewer than two people, though, you will see a thinner picture of how the product handles a team.