Klausi
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Getting started

Your first productive day with Klausi

A short path through tasks, clients, and time tracking.

Open onboarding

Complete 4 of 4 steps, see your progress live, and use the same setup flow as inside the app.

4 required steps~6 min
01

Create your first client

Name, contact and billing address. Takes 30 seconds.

  • Foundation for projects and reporting
  • Clear client context for every booking
  • Fast start into the real workflow
~1 min
02

Create your first project

Available once you have created a client.

  • Time, costs, and tasks in one place
  • Better overview of progress and effort
  • Basis for reports and billing
~1 min
03

Create a task

Time, deadline and tasks in one place — perfect for an overview.

  • Manage tasks with deadline and priority
  • See progress in project context
  • Clear daily overview in the tracker
~1 min
04

Set up the finance dashboard

Connect your bank, see your cashflow and create reports.

  • See monthly metrics centrally
  • Immediate value for decisions
  • Strong retention lever in daily work
~3 min

Next up

  • Install the Google Chrome extension for faster time tracking.
  • Connect projects with clients so time entries are assigned automatically.
  • Export time reports as PDF for clients or your tax advisor.

Want more?

Use the interactive onboarding to follow the exact same setup flow you see inside the app.

Next: Create your first task →

Next step

Continue directly into product and context

These internal links connect your entry point directly with the matching product area and related articles.