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Build your workflows
- Step 1: Overview of project management
- Step 2: Scope a project with a quote
- Step 3: Create a project plan in Scoro
- Step 4: Assign tasks based on capacity
- Step 5: Log how time is spent
- Step 6: Manage project costs
Configure your site
- Step 1: Delete demo data – what to keep?
- Step 2: Set up permissions, groups, roles and users
- Step 3: Set up labor cost
- Step 4: Set up products and services
- Step 5: Add contacts to Scoro
- Step 6: Add activity types to Scoro
Set up reporting
- Step 1: Overview of reporting and monitoring
- Step 2: Bookmark reports and build dashboards
- Step 3: Track what matters with Reports library
- Step 4: Monitor your sales pipeline
- Step 5: Optimize workload with Utilization report
- Step 6: Ensure efficient time and skill usage