Getting started with Klausi

Find your way around

1. Open Home. On desktop, use the sidebar; on a phone, open the main navigation using the button at the top.
2. Open “Work”. It contains Projects, Tasks, Notes & knowledge, Documents, Time and Reports.
3. Use Acquisition for Deals, Funnels and Booking, Finance for financial work, and Presence for public pages and Share & Protect.

Some items may be missing or locked depending on your enabled features, device and access. Check hidden items under More → Customize menu.

• Navigation in detail

Capture your first task

1. Open Work → Tasks. This opens the task overview at /aufgaben.
2. Choose “New task”. On a phone, use the plus button at the top of this overview.
3. Enter a specific title in the detail view, such as “Review proposal draft”. Add text below it if needed.
4. Wait for the save status. Details save automatically; the step-by-step guide also explains project assignment and scheduling.

Some labels in the task editor are currently German, including “Gespeichert” for saved. The task guide identifies these labels.

• Create your first task step by step

Set up your profile and menu

1. Open More → Settings → Account & Profile. Check your details and confirm profile changes with “Save”.
2. Under “Language”, choose DE or EN if you want to change the interface language.
3. Then open More → Customize menu and show or hide the items you need for your work.

Hiding menu items does not delete content. Company details, Work areas and AI consent have separate settings sections.

• Understand settings

Choose your next step

Choose the workflow you actually need. You do not have to configure every area before starting with tasks.

• Organise clients and projects
• Track work time
• Use Notes & knowledge
• Import existing data

If you get stuck

• Menu item missing: open More → Customize menu and check its visibility.
• Task not visible: open the task list and check the view and search filters before creating it again.
• Sign-in or saving fails: note the affected step and error message without confidential content. Use the support channel you can access.

• Open task list
• Support — including without sign-in

Next steps

• Create your first task
• Use and customise navigation
• Organise clients and projects
• Track time and add a session recap
• Get help from support