Getting Started with Harvest
A concise overview of how to get up and running with Harvest.
Welcome to Harvest! Now that you’ve poked around a bit, we wanted to better explain how Harvest is organized and how you should set things up, so you can get the most out of your Harvest account.
If you enable sample data in your trial account, you’ll start off with a few examples of each of the items we discuss here, but feel free to try creating some of your own as you read along, too!
All time in Harvest is tracked to a client, project, and task. Here’s how it breaks down:
This guide shouldn’t take you any longer than ten minutes to get through, front-to-back. The estimated time for each section is listed in parentheses below, in case you only have time for a few right now.
Table of Contents
- Prep Your Projects (5 min)
A step-by-step guide to creating projects in Harvest.
- Assemble Your Team (1 min)
Invite your co-workers to join your Harvest account.
- Turbocharge Your Time Tracking (1 min)
Insider tips to get you tracking time faster.
- Reap Your Rewards (2 min)
Everything you need to know about invoicing your clients.