Policies and Settings
- Creating, Managing and Assigning Timesheet Policies
- Managing Timesheet Policy Settings in Keka PSA
- Enhancing Task Management with Custom Fields in PSA
- Adding and managing client and project custom fields
- Controlling Which Custom Fields Are Visible
- Managing Global Roles & Permissions in PSA
- Setting Up Project Health Tracking: A Complete Guide
- Configuring Approval Chains for Timesheets
- Enabling daily timesheet submissions and submitting them.
- Managing Opportunity Settings in Keka PSA
- Managing Billing Classifications in Keka PSA
- Managing project health parameters and tracking
- Mastering Resource Management with Keka PSA's Configuration Settings
- Approval Flow for Charges in Keka PSA
- Streamlining Project and Opportunity Creation with Approval Flows
- Automating Timesheets, Leave and Payroll
- Configuring Project-Level Permissions for Team Members
- Managing Task Stages