Aridai Consulting LLC

Weekly Activity Report

Overview

When our client has a new project that they're employees need to track time to, we add a new tasks in Harvest.

Video Training

Tools

Harvest

Procedure

Part 1 Create a New Client in Harvest:

1. Visit Harvest here: Harvest

2. Click the Aridai Consulting link.

3. If not logged in, Enter username finance@aridai.com , and password: $1Million

4. Click Manage from the top menu.

5. Click the green New Client.

6. Enter the client's client name, and click the green save button.

Part 2 Create Tasks for the New Client:

1. Click Projects from the top menu.

2. Click the green +New Project button

3. Select the client name that you just created from the dropdown menu.

4. Type in a project name.

5. Insert project fees

6. Add tasks.

7. Add team members.

8. Click the green save project button.

9. Congrats! You're done.