Frequently Asked Questions

1. To set up a new workspace, enter your name and email on the Enrollment page.
2. Add your company name and create your personal password.
3. Your name and email will be the default admin name email address associated with the workspace. This can be changed later on the Workspace page.
4. You will be redirected to Stripe to enter billing info to start your free trial.

Whether you’re working by yourself or with a team, you’ll need to do a few one-time set up steps. Please reach out to us at support@weekwize.com if you need any help with setup or recommendations for your use case.

Before inviting users, it’s a good idea to review each user role and what permissions each entail.

1. Go to the Security Page.
2. Click on a Role to see the list of permissions.
3. Make any edits necessary and click Save.

Teams are optional but are helpful to group employees to make it easier to assign access and permissions quickly. Users can be assigned to multiple teams.

1.  From the Teams page, click New Team.
2. Name the team. This could be a department, a manager’s team, admins, or all employees.
3. Assigning a team lead is optional. A team lead will have permissions to view and edit info for everyone included on the team.
4. Adding a color and description of the team is optional.
5. If you already added users to your workspace, you can add them now. Otherwise, click Submit to create the team and users can be added later.

Clients are one of the main ways to categorize tasks and data. Tasks are color coded by client for easy visibility in your week. If you are a single company or don’t perform client work, you can use one client for all your tasks.

Projects are subcategories created underneath a client. This could be different projects or departments for a client. Use what is most important to you to know where time is being spent. These categories will help in reporting.

1. From the Clients Page click Add.
2. Add the name.
3. Optionally you can add start date, end date, and a color.
   1. Start date is helpful to log when you first started working with a client.
   2. End date is helpful to update to track when you ended services with a client.
   3. Color can help visually differentiate between tasks in your week.
4. Add who should have access to this client. Only users or teams selected will see this client as an option in their dropdown lists for tasks.
5. Click Submit.
6. Now you can create projects. Next to Client’s projects, click Add.
7. Add the project name. All other fields are optional.
   1. If you want everyone who has access to the client to have access to all projects, skip assigning any permissions at the project level.
8. Click Submit.
9. After adding all the projects, click Submit.
10. A pop up will ask if you want all users with access to the Client to have access to the projects. If so, click Yes.

Example projects that might be used for an agency:

• Admin
• Agendas
• Client Call
• Client Work
• Internal Call
• Reporting

Example projects that might be used for a company:

• Admin
• Content
• Customer Support
• Finances
• Hiring
• HR
• Marketing
• Operations
• Product
• Sales
• Team Meetings
• Training
• Legal

1. From the Users page, click the New User button to add a new team member. 
2. Enter their name, email, and role.
3. You can optionally assign them to any team(s) you’d like.
4. Click submit to add them to the system. 
5. They will receive an invite email to set up their account and password.

On the Security page you can see the different standard roles available to assign to users. By default, only admins can see and manage these roles. Under permissions, you can see and edit what each role has access to. User roles can be viewed and edited on the Users page.