First-week setup guide

Goal

Set up a working time-tracking flow in one week without overengineering.

Step 1: Define minimum project structure

Create only active clients and currently staffed projects.

Avoid importing old archives at launch.

Step 2: Choose submission policy

Start with draft-first behavior and require project context at submit stage.

This keeps daily capture friction low.

Step 3: Align review cadence

Set two checkpoints:

• Mid-week quick review.
• End-of-week final review.

Step 4: Define reporting owner

Pick one owner responsible for exporting and sharing final reports.

Step 5: Inspect first weekly close

After week one, adjust only one policy at a time.

Keep the workflow stable while the team builds habit.