The Get Started Checklist and Sample Data
During your free trial, a Let’s get started checklist sits in the bottom-right corner of your Dashboard. It walks you through the basics. You can also fill your workspace with sample data to see how everything fits together before you add your own.
The Checklist
Section titled “The Checklist”| Step | Done when |
|---|---|
| Add your first client | You have at least one Client. |
| Create your first project | You have at least one Project. |
| Create your first task | You have at least one Task. |
| Run your first timer | You’ve tracked any time. |
| Fill out your business profile | You’ve filled in any of your business details. |
Click a step to jump to the right page. Steps tick off on their own as you go, and the top of the checklist shows how many you’ve finished.
New to these? Follow Your First Project, Timer and Invoice.
Minimize or Hide It
Section titled “Minimize or Hide It”- Click the – to shrink it to a small button. The button shows your progress, like 2/5. Click it to open the checklist again.
- Click the X to hide it. To bring it back, click the sparkle button next to Customize Dashboard at the top of your Dashboard.
The checklist only shows during your free trial.
Fill Your Workspace With Sample Data
Section titled “Fill Your Workspace With Sample Data”Want to click around before you set up your own work?
- Open the checklist.
- Click Fill my workspace with sample data.
hrglass adds a small starter set, with (sample) at the end of each name so it’s easy to spot:
- two Clients, like Northwind Studio (sample)
- three Projects, with Tasks and tracked time
- a draft Invoice, Estimates, Expenses, Services and To-Dos
Remove Sample Data
Section titled “Remove Sample Data”You can remove it from the checklist, or any time from Settings.
- Open the checklist and click Review & remove sample data. Or go to Settings › Workspace Details and click Review & remove under Sample Data.
- Check the items you want to delete.
- Click Remove with the number selected.
A few things to know:
- Items you’ve changed are marked, like renamed, edited, has payments, or a status that’s no longer draft. They’re left unchecked, so you don’t delete your own work by accident.
- Anything you leave unchecked stays in your workspace as normal data.
- Deleting a Project also deletes its Tasks and tracked time.
- You can’t delete a Project or Client while you’re keeping something inside it.
Bring It Back
Section titled “Bring It Back”Removed it and want it back? Go to Settings › Workspace Details and click Restore sample data under Sample Data.