Welcome to Monograph! 🎉


Logging In & Getting Started

In order to log into your Monograph account for the first time, you will receive a direct invitation link via email from an Admin at your firm. Please use the invitation link you receive to log into your Monograph account and begin your setup. If you did not receive an invitation link, please speak with an Admin at your firm to confirm that invitations have been sent out.

Please do not create your own individual Monograph account, as this will not allow you access to joining your firm's account. If you have any further questions or issues with this process, please contact support@monograph.com

The video included in this guide is going to serve as a resource for you to use while learning how to navigate the app. It is broken down into chapters that highlight the Dashboard, Project Overview, Project-Specific Overview, Milestones & Tasks, and the process of logging time. Each section will also have supplementary articles listed down below.

By the end of this article, you should have a basic understanding of everything covered in the video.

Note: Different firms will have different levels of visibility for each permission. For this video, we will be working out of a Demo Account with the most restrictive permission level. Your page may look different than what is shown in this video.


Dashboard

When you first log into Monograph you'll be taken to the Dashboard. Here you can get a quick snapshot of your projects, tasks, and other information.

For a visual aid, head to 0:34 in the video above & check out this article to learn more about the dashboard.

💡 Pro Tip! Head to the Team Directory to find your Employee Profile. Ensure your name and title are up-to-date, and add a photo to your avatar.


Projects Overview

Explore projects that are assigned to you by selecting Projects in the menu on the left-hand side of the screen. Go ahead and filter this screen to your desired preference!


For a visual aid, head to 1:38 in the video above & check out this article to learn more about the projects overview.


Specific Project Overview

The project overview page will provide you with a quick glance at different data points for the current project you are viewing.

For a visual aid, head to 3:24 in the video above & check out this article to learn more about the project overview page.


Milestones & Tasks

Have a better understanding of the deliverables and tasks your admins have assigned to you within a project.

For a visual aid, head to 4:46 in the video above & check out this article to learn more about milestones & tasks.


How to Log Your Time

Once you've started putting those hours towards your projects, let's start to log them by either entering them in manually or by using the timer if your firm has enabled it.

It's important that you log your time to your projects as it will help your firm understand your project's progress as well as ensure that you're staying on track with your project's budget.

For a visual aid, head to 6:49 in the video above & check out the following links for more information on tracking time:


💡 Learn More! Check out our Youtube Playlist, Webinars, and Case Studies for more information, contact us via our in-app chat box (bottom-right corner of the screen) or by emailing support@monograph.com.


Did this answer your question?