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Guides, step-by-step scenarios and answers for every part of Ergothiki.

Scenarios

My work what is assigned to you and your time

How do I create a project, and what does each of its tabs hold? How to create your first project, add its work items — your own or partners' — and what each of its tabs holds. ~4 min read What does Home show, and how do I set it up? What each section of the home page shows, why two colleagues do not see the same panels, and how to set it up for your account. ~2 min read How do I book office appointments and field work? Office appointments and field work: how to book them, what happens when two overlap, and how field notes become a report. ~3 min read What does the office's calendar show? Appointments, deadlines for projects, work items, tasks and expenses, and leave — how to read the calendar and what each layer holds. ~2 min read How do I write notes on a project and flag one as urgent? Where notes are written, how to flag one as urgent, how to mention a teammate and who can change what. ~2 min read How do I record, assign and tick off tasks? The office's tasks: how to record them, assign them, filter them and tick them off. ~2 min read What does the My tasks page show? Your open tasks and the work items that are yours, nearest deadline first. ~4 min read How do I open a support request? How to open a support request, how it moves along, and who in the office can write. ~1 min read How do I search the whole office? One field in the top bar searches projects, customers, files, notes and pages — whatever your role lets you see. ~3 min read How does the office record working time? Three levels, the office's unit and detail, and how the week is written in Team › Me › My time and in the project's «Time» tab. ~3 min read How do I request and approve leave? The leave request, approval with a reason, the leave calendar and the team's time on one page. ~4 min read How does the timer work? How to start and stop the timer, what is written when it stops, and what happens if it is forgotten. ~2 min read How do I sign up and sign in? How to create an office, how to sign in with email or a Google or Microsoft account, and what to do if you forget your password. ~1 min read How does ErgoCloud, the office's files, work? Where each file lives, how to upload and organise, how to share with a link that expires, and what happens when something is deleted. ~3 min read How do I switch on two-step verification? How to switch it on for your own account, and how the office makes it required for every member. ~2 min read What do I change in my profile? Your details, password, photograph, language, appearance and account security — the things that concern only you. ~1 min read How do notifications work, and what can I silence? Where notifications arrive, how to read and clear them, which categories you can silence, and the daily summary. ~2 min read

Questions All questions →

A customer cannot see a file in the portal. What is wrong?Projects & work items

The portal shows only the files you have marked «Visible in the portal». Internal files, such as a costing, cannot be marked.

The whole guide →
How do I give a customer access to the portal?Projects & work items

With an invitation from their card (an email address is needed). The customer signs in with a code sent by email or with Google/Microsoft — no password.

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How do I change a user's role?Team & security

In Team › Members & roles, by whoever manages the team's members; what each role allows, in Team › Team settings › Roles & permissions.

The whole guide →
Why can a colleague not see prices?Team & security

Amounts — prices, payments, finances — are seen only by whoever has the permission to see amounts. The «Technical staff» role does not have it by default; whoever manages the members can change that in the roles.

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What is the difference between the «Agreed fee» and the «Invoiced amount»?Fees & VAT

The agreed fee is what you agreed; the payment status follows from it. The «Invoiced amount» is the amount on the invoice you issue yourself, VAT included — Ergothiki does not issue invoices, it only records them.

The whole guide →