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GUIDES

Get it done.

Step-by-step GreenMethod guides for the things you need to do every day.

GUIDE LIBRARY

Instructions organised around real work.

MYDAY

Plan focused work

  • Plan your day
  • Add a task
  • Schedule work
  • Use Focus
  • Use Day, Week and Month views
CRM & CONTACTS

Manage clients and opportunities

  • Create a lead
  • Manage your pipeline
  • Create a contact
  • Work with stages and tags
  • Open and manage an opportunity
QUOTES & INVOICES

Create professional documents

  • Create a quotation
  • Add services and quotation lines
  • Configure document design
  • Preview and send a quotation
  • Create an invoice
PROJECTS & GANTT

Structure and schedule delivery

  • Create a project
  • Create tasks and build a WBS
  • Assign team members
  • Schedule project work
  • Update progress and export the Gantt
TIMESHEETS

Track time accurately

  • Add time
  • Track billable time
  • Connect time to projects and tasks
  • Use week and month views
PROCESSES

Make recurring work repeatable

  • Create a process
  • Add process steps
  • Edit a process
  • Work with process documents
MARKETPLACE — PROFESSIONAL

Build your profile and find work

  • Complete your profile
  • Add portfolio work
  • Find opportunities and apply
  • Use Messages
  • Review offers
MARKETPLACE — PROJECT OWNER

Find the right professional

  • Publish a job
  • Review applicants
  • Shortlist a professional
  • Send a message
  • Create an offer and manage an engagement
SETTINGS

Configure your workspace

  • Configure your company
  • Configure branding
  • Design quotations and invoices
  • Configure Timesheets
  • Manage your account
FEATURED GUIDE
GETTING STARTED

Getting started with GreenMethod

Set up the essentials and create a useful first working day.

5 minute guide

What you'll do

Complete your profile, confirm company settings and open MyDay as your daily starting point.

Before you start

You need an active GreenMethod account and access to your workspace.

1 Complete your account

Open Account from your workspace navigation. Add the profile information that should identify you across GreenMethod.

2 Check company settings

Open Settings and review your company details, document defaults and workspace configuration.

3 Plan your first day

Open MyDay, add your first task and schedule the work. Use the Day view when you need to focus on the next action.

Result

Your workspace has the essential identity and a practical first task ready to complete.