7 easy steps to get started with todo.vu & on your way to beautiful billing
We know you’re busy (that’s why you’re looking for a way to boost your productivity, right?), so we’ve put together a quick guide to help you make the most of todo.vu from day one.
todo.vu works best for freelancers, consultants and teams who need to organise, track, and bill for their time. If that sounds like you, you’re in the right place.
If you need more help, make sure to get in touch with us.
1. Customise your workspace
Personalising your workspace to your business or brand is an easy way to love working in todo.vu every day. It also means you can add branding to any billing reports you provide clients. (But more on those later.)
Let’s get crackin’! What do we do?
You’ll see the name you first assigned to your workspace in the top left-hand corner. Click it, and navigate to “Workspace style” in the drop-down menu.
2. Set up your billing rate
Not only can you organise and track your time in todo.vu, you can also create billing reports detailing your logged time. These provide your clients with a breakdown of hours completed on a project and at what cost.
We need to set up your billing rate, so your billing reports are accurate and you get paid properly.
Sounds great for my cash flow! How do I do it?
Head back to your workspace name. This time, after you’ve clicked on your name, select “Time & billing settings”.
Here, you can change your default billing rate and currency (and don’t worry if you have different billing rates for different clients, we can change these too).
3. Add your unique todo.vu email to your contacts’ list
Your todo.vu workspace has its own email address. By adding that address to your contacts’ list in, say, Gmail, you can create todo.vu tasks directly from your Gmail inbox.
When you send or forward emails to your todo.vu email address, a task is automatically created in todo.vu, saving you time.
That’s convenient! How do I set it up?
Easy. Go to your account settings at todo.vu/your-settings/workspaces. Next to ‘Add tasks via email’, you will see your unique todo.vu email address.
Save this address to your email contacts. Now, whenever you want to create a task from an email, just send or forward (or CC/BCC) the email to your unique todo.vu address!
4. Invite others to todo.vu
If you work with a team (and even if you don’t), you can invite others to todo.vu, too. That way, you can easily collaborate with more people, see who’s doing what across your team, and never miss another deadline.
The more the merrier! How do I invite my team or contractors?
You can invite anyone to todo.vu by clicking the plus sign at the top left-hand corner of your workspace.
Initially, we recommend inviting just one trusted colleague to todo.vu.
5. Download the mobile app
So you can take your todo.vu workspace wherever you go! If you need to assign a task to a team member on the go, or retrieve any detail at any time, you can do so straight from your mobile phone.
6. Create a task
Tasks are where the todo.vu productivity magic begins. Tasks help you easily manage your clients, projects, workload, time, and billing.
However, you can only add tasks to whichever column occupies the middle space. (To change that middle column, click the chevrons, > or <, that appear as you hover over the left or right column headings.)
Hit [Ctrl]+[Enter], or place your cursor in the Task Adder at the bottom of your screen. Type in your task.
Now, you can add an Assignee, Client/Project and Followers to the task.
You can create new Clients and Projects directly within this new task, or you can do this later.
If you’ve already completed this task, you can log the time the task took you here, too.
Looking for tasks?
To find specific tasks quickly, use todo.vu’s advanced task filtering tool. Navigate to the search bar at the top of your screen, or use the keyboard shortcut [Ctrl]+[F] to place your cursor in the search bar.
Here, you can search for any specific task. You can search for tasks either with keywords, or as the tasks relate to certain Projects, Clients, Users or Labels, or any combination of these!
For example, if you type in a specific client, todo.vu can show you every task you have created for that client: every task that’s upcoming (Snoozed), in progress (To do), or completed (Done).
7. Track your time
By tracking the time you spend on tasks, you can easily see how long tasks take, and who’s doing what (and when) in your team. In todo.vu, your logged time can quickly translate into time billing reports for quick and accurate invoicing, which means a better cash flow for you.
Okay, so it’s time to get tracking. How?
When you’re ready to get to work, simply hit the “Start timer” button up the top of your workspace, and off you go!
Now, when you’re ready to invoice your client, you can create a detailed billing report and get paid accurately for your time.