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Your Onboarding Launch Checklist

Your essential settings and preferences to set up before beginning your onboarding

Updated today

Welcome to Monograph! This checklist will guide you through the key settings and app preferences to set up before you begin building out projects and starting your onboarding journey. Completing this checklist ensures you are fully prepared for your first onboarding session, Building Projects.

If you have any questions while working through these items, please reach out to us for additional support.

This checklist must be completed before registering for your first session.

Once finished, you’ll be ready to sign up [here] for the Building Projects session and continue with your onboarding.


☑️ Settings

You can access your settings by selecting the ⚙️ icon next to your initials in the bottom-left corner of the screen. Then complete the information for each section as outlined below:

Organization

  • Complete your company information, including company name, address, and regional preferences

  • Set client email settings to manage the sender name and reply-to email address for payment and invoice emails sent to clients

  • Configure overhead costs by setting an overhead multiplier for your operating income

  • Define working hours per year to establish the average hours per employee for accurate cost calculations

  • Enable time off to manage employee availability

  • Set your utilization rate and realization rate to track performance against firm-wide targets

  • Enable online payments to streamline invoicing and securely collect payments from clients

App Defaults

  • Update your Time Tracking settings

  • Create custom Categories and Phases for your Projects and review default entries

  • Review and edit which activities will appear on timesheets

  • Customize your Consultant types and applicable markup

  • Update your Invoice + Expenses settings

  • If Applicable, set up your tax rates or pull them over from Quickbooks Online

Permissions


Quickbooks



☑️ Contacts

Contacts houses information for your clients and consultants. This information will impact your continued use of Monograph, including projects build out and invoicing workflows. You can access Contacts from the main menu on the left side of the screen.

Clients

  • Enter contact information and detail for your clients. If you have setup the Quickbooks Online integration, Monograph will sync your client information directly from Quickbooks Online

Consultants

  • Add contact information and relevant details for all consultants you collaborate with on your projects. If you have setup the Quickbooks Online integration, Monograph will sync your consultants information directly from Quickbooks Online


☑️ Staff

The Directory houses your team information including employee details, compensation, and assigned roles and rates. You can access Staff from the main menu on the left side of the screen, then select Team to complete the following:

Roles & Rates

  • Setup your custom roles and rates that will be used when creating new projects

Directory

  • Add Contact information, including Email, Name, Title, and Phone Number

  • Upload a Headshot Photo or Avatar for each team member

  • Assign each User's Permission level access

  • Select a default role and rate for each User*

  • Add Compensation information for each team member

  • Set utilization rates for each individual team member

  • Click the "Invite" button on the Team Directory to send an invitation link via email

    *Default Roles is an optional feature you may enable during setup, we suggest not entering this information until discussing this workflow in further detail with your Launch Manager

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