Getting started for project staff

Welcome to our short introductory course on using Die Agenturverwaltung for project staff. This course is aimed at users who, for their daily work, only use one or more of the following functions:

• Dashboard

• Time tracking

• Tasks as part of jobs

• Followups

Our digital courses are kept short and concise so as not to bore you unnecessarily. If any questions remain unanswered, contact the Die Agenturverwaltung representative in your company or our support, which you can reach directly from the Die Agenturverwaltung software.

Submit a request to customer service

Contents

Registration // Set your password

Login // How to gain access to your data

The homepage // Your dashboard

Time tracking // 3 ways to record your working time

Tasks and collaboration in jobs

followup // notifications and reminders for you and your colleagues

Registration & Login

Registration

To access Die Agenturverwaltung, you first need credentials. You will receive your username — it corresponds to the email address the administrator who invited you entered in Die Agenturverwaltung — in the invitation email that your company's administrator sends to you. If you have not yet received an invitation email, please contact your company's Die Agenturverwaltung administrator first. In the invitation email you will receive a link through which you can set your personal password. Once that is done, you can log in to Die Agenturverwaltung with your username and password.

By the way: Useful information about passwords can be found here: Logging in and out

Login

The invitation email for registration also contains the website address for Die Agenturverwaltung. Since each of our customers receives their own instance of Die Agenturverwaltung, there is no single website address. Your Die Agenturverwaltung administrator will provide you with your specific address in the pattern https://<yourAgencyName>.dieagenturverwaltung.de/ to inform you.

On the login page you can then sign in with your email address and your password.

The homepage // Your dashboard

Your homepage is usually the dashboard, which displays information relevant to you.

As a job team member, the time tracking box and the box with due tasks assigned to you are probably most useful. By clicking the "Show all" button in the top right you can navigate to a detail page.

Otherwise navigation within Die Agenturverwaltung is done via the menu below your logo.

By the way: Not all users of Die Agenturverwaltung see the same menu items. The administrator can enable/disable individual areas for users or user groups if they are not needed by the respective users.

Time tracking // 3 ways to track your working time

Die Agenturverwaltung supports three ways to record working time:

• Timer: For employees who jump a lot between tasks and work on different jobs throughout the day.

• Week view For employees who prefer to record their times all at once at the end of a week

• Classic list: The classic for everyone who wants to organize their work time blocks in a list

You can find detailed information on time tracking in general and on how to use the tools in Die Agenturverwaltung here:

Time tracking

Tasks as part of jobs

Tasks can be assigned deadlines and comments. They can be used for both the organization of one's own workday as well as in jobs for the organization of a team to be used.

Detailed information on the topic of tasks can be found here:

Tasks (formerly processes)

followup // reminders for you and your colleagues

Followups are an important tool for keeping track in daily agency life. In Die Agenturverwaltung followups serve the purpose of a reminder for a user.

Detailed information on the topic of followups can be found here:

What are followups?