🛠️ Simply Organize Support Center
Welcome to the Simply Organize Help Center – your one-stop destination for guidance, issue resolution, and step-by-step tutorials. Whether you're a new client, a growing team, or a seasoned admin, this page will help you get started and stay productive.
âś… STANDARD OPERATING PRACTICES
For Employees:
Use your dashboard to clock in, manage tasks, and submit timesheets daily.
Submit leave requests via the HR > Leaves module.
Update task statuses regularly to keep project timelines accurate.
Communicate using Messages or project-specific Discussions.
For Clients:
Log in to view your projects, invoices, and support tickets.
Submit a new ticket for any issue via your portal’s “Support” section.
Use the built-in e-signature feature for contracts and proposals.
Pay invoices directly via integrated gateways or offline methods (if enabled).
🚀 GETTING STARTED — COMMON QUESTIONS
Q: How do I access the platform?
A: You’ll receive an invite link or login credentials from your admin. Once logged in, you can access the modules based on your role.
Q: How do I clock in for the day?
A: Go to your dashboard or Attendance tab and click “Clock In.” If your company uses IP restrictions or location tracking, make sure you’re at an approved location.
Q: I forgot to clock out yesterday. What should I do?
A: Let your manager or HR know. They can manually adjust your clock-out time. Be sure to include the correct time and reason for the update.
Q: How do I see which tasks are assigned to me?
A: Click on "Tasks" in the sidebar. Use the filter to select “Assigned to Me.” You can also see task progress via the Task Board (Kanban view).
Q: I need to log hours for a task I worked on. Where do I do that?
A: Go to Work > Time Logs. Click “Add Time Log,” choose the project and task, enter the duration, and describe what you worked on.
Q: How can I submit my weekly timesheet?
A: Once you’ve logged your time throughout the week, go to Time Logs or Timesheets and click “Submit Week.” Your manager will review and approve it.
Q: I want to request a day off next month. How do I apply for leave?
A: Go to HR > Leaves > Apply Leave. Select the leave type, date(s), and provide a reason. You’ll get a notification when it’s approved or rejected.
Q: How do I check how many vacation days I have left?
A: Go to HR > Leaves. You’ll see a breakdown of leave types and how many days you’ve used or have remaining.
Q: Can I update my phone number or profile picture?
A: Yes! Go to your profile (top right > My Profile), click Edit, and update your personal information. Save changes once you're done.
Q: I can't access a certain module or page. What should I do?
A: You likely don’t have permission for that feature. Contact your manager or system admin to check if access can be granted.
Q: My task is stuck or blocked – how do I escalate this?
A: Leave a comment on the task explaining the issue, or tag your manager using “@” in the comment box. You can also use Messages to chat with teammates.
đź’ˇ FREQUENTLY ASKED QUESTIONS (FAQ)
Q: How do I log in to my client portal?
A: Use the login credentials sent to you. If you forget your password, click “Forgot Password” on the login screen to reset it.
Q: Where do I see the status of my projects?
A: Click on “Projects” from your client dashboard. You’ll see all your projects, tasks, milestones, and any shared files.
Q: Can I upload files to my project?
A: Yes. Go to the specific project > Files tab, and upload any documents or resources you want to share with the team.
Q: How do I submit a support ticket?
A: Go to the “Tickets” section and click “Create Ticket.” Fill in the subject, description, and attach any files if needed. Set the priority before submitting.
Q: How do I pay an invoice?
A: Go to the Invoices tab, open the invoice, and click the “Pay Now” button. Make sure your organization has enabled online payment gateways.
Q: I don’t see any payment button on the invoice. Why?
A: It’s likely the admin hasn’t set up payment options yet. Contact your company representative to confirm available payment methods.
Q: Where can I download my past invoices?
A: In your client portal, navigate to Invoices. Click on any invoice to view or download a PDF copy.
Q: Can I see who’s working on my project?
A: Yes. Under the project details, you’ll see a Members tab or Overview showing the assigned team members.
Q: How do I sign a contract shared with me?
A: Go to the Contracts section, open the contract, and click the “Sign” button. You can draw or type your signature digitally.