Koho Sales Oy

3.1 Customers 6

• 3.1.1 Creating a customer
• 3.1.2 Updating or deleting an existing customer
• 3.1.3 Why is a customer not visible in time tracking?
• 3.1.4 Responsibilities, customer categories and customer tags
• 3.1.5 How to import customers from Excel or CSV files?

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3.2 Products 5

• 3.2.1 How to create, edit and delete products?
• 3.2.2 Customer-specific catalogues
• 3.2.3 Product categories, product bundles and tags
• 3.2.4 Differences in product types
• 3.2.5 Importing products from external Excel and CSV files

3.3 Projects 5

• 3.3.1 How to create a project?
• 3.3.2 How to edit or delete an existing project?
• 3.3.3 How to create a project plan?
• 3.3.4 Viewing and editing project plans
• 3.3.5 Project discussions

3.4 Task templates 2

• 3.4.1 Creating a task template
• 3.4.2 Editing a task template

3.5 Assignments 5

• 3.5.1 Creating a new assignment template
• 3.5.2 Copying an assignment template
• 3.5.3 Assignment view and editing assignment templates
• 3.5.4 Attaching customers to assignment templates using the customer matrix
• 3.5.5. Setting time estimates for requirements of assignments

3.6 Users 6

• 3.6.1 Creating a new user
• 3.6.2 Deleting and editing users
• 3.6.3 Reactivating a deleted (archived) user
• 3.6.4 Responsibilities, teams and groups
• 3.6.5 User profiles

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3.7 Hour targets 2

• 3.7.1 Setting hour targets when using the work-time clock
• 3.7.2 Setting hour targets when using the timecard

3.8 Following working time 6

• 3.8.1 Following working time and flexitime using work-time clock
• 3.8.2 Following flexitime with Timecard or Timesheet
• 3.8.3 Editing working time entries
• 3.8.4 Editing sessions
• 3.8.5 Working time types for the work-time clock

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3.9 Holidays 1

• 3.10.1 Managing annual holidays