Welcome to Sandtime.io: first setup checklist

If you are setting up Sandtime.io for the first time, the fastest path is:

1. Create or join the correct organization.
2. Add the projects people will report time against.
3. Invite teammates and confirm their roles.
4. Review Settings > Time tracking, especially Core hours and Locking timesheets.
5. Open Reports and save one or two views you expect to use often.

The checklist you see in the app

A numbered welcome checklist appears on your dashboard, and what it contains depends on your role. You can dismiss it once you are set up.

Administrators get seven items:

1. Set up a custom subdomain for your organization.
2. Invite more people to your organization.
3. Create your first project to organize your workflow.
4. Create and set up your reports for invoicing, payments, or monitoring your team members' working hours.
5. Integrate Sandtime.io into your Slack workspace so people can track time without switching context.
6. Update organization settings to use the proper currency and time zone.
7. Find more solutions and tips on the help page.

Users get six, aimed at their own setup rather than the organization’s:

1. Report the amount of time it took you to sign in, using timesheets.
2. See the projects you participate in.
3. Update time tracking settings to suit how you work.
4. Customize notifications so you get the messages that help.
5. Upload a profile picture and set up your profile.
6. Find more solutions and tips on the help page.

Separately, Settings has a Setup assistant section. That one is Administrator-only, so if you joined an existing organization as a User and cannot find it, that is why.

Recommended first settings

• Set Core hours so dashboard goals reflect the expected workday.
• Decide whether timesheets should auto-lock after each week.
• Review notification preferences for overlap warnings and goal reminders.
• Mark projects as billable or non-billable before people start reporting.

Useful next steps

• Use the built-in timer for day-to-day tracking.
• If your team works on Saturdays or Sundays, enable weekend logging.
• If you need approvals, set up timesheet approvals.
• If you report to clients, build a custom report.

Need a clean starting point?

Keep the first setup simple. Sandtime.io works best when projects, roles, and core hours are correct from the start. You can refine reports and workflows later without rebuilding the basics.