Quickstart

This guide takes you from a fresh Every workspace to your first tracked hour: agency defaults, a client, your team, and a task with time logged against it.

You'll need an admin account (or a role with the relevant permissions) for the agency settings and team steps. If you've been invited to an existing workspace, most of this is already done. Skip ahead to creating a task.

Set up your agency

Head to Administration → General and set your agency name, default hourly rate, and working hours. These defaults flow through everything else: the hourly rate is what clients fall back to unless you give them their own, and working hours drive capacity reporting.

Create your first client

Clients are the top level of organisation in Every. Go to Clients in the sidebar and choose New Client:

  • Client name is the only thing you must type. As you do, Every suggests a task prefix, the short code that task references are built from (client "Globex" gets tasks like GO-1, GO-2). Choose it carefully: the prefix can't be changed after creation.
  • Hourly rate is optional. Leave it blank to use the company default.
  • Flip on Create an initial project to add the client's first project in the same step, so you don't have to visit the Projects page before creating tasks.
  • Private client hides the client, and everything under it, from team members you haven't granted access. You and admins always see it.

Projects work the same way: each belongs to a client, can carry its own budget in hours or dollars, and can optionally override the client's task prefix.

Invite your team

Go to Administration → Team and choose Invite. Enter one or more email addresses (use Add another for more rows) and pick the role each person gets when they accept.

Each invitee receives an email link. When they accept, they set up their profile (name, avatar, timezone) and then see a holding screen while you finish configuring their access. You'll be notified; open their entry on the Team page to assign departments and complete setup. Pending invitations are listed above the team table, where you can resend or cancel them.

Roles control what people can see and do, from full admin down to task-only access. See Team, roles & permissions for the details.

Create your first task

Press New Task in the top bar (it's available on every page). A task only strictly needs a title and a client to be published, but the create screen gives you the full toolkit when you want it:

  • Project, or leave it as a standalone task for the client
  • Status, priority, and due date
  • Assignees, with an "Assign to me" shortcut
  • Departments and labels for organising the board
  • Checklists and attachments (files or links)
  • An estimate, now, later, or requested from the assignee

Two ways to save: Create Task publishes it to the team, while Save as Draft keeps it visible only to you until you're ready. The new task gets a reference from the client or project prefix, like GO-1, which teammates (and your AI assistant) can use to find it anywhere.

Track your first hour

Open the task and press Start Timer. A live badge appears in the top bar showing the task number and elapsed time, and it follows you around the app. When you press Stop Timer, Every shows the entry for review: the duration is pre-filled, and you can adjust the date, add a description of what you did, or discard it.

Not a timer person? Log Time on any task records time directly. Durations are forgiving: "2h", "30m", and "1h30m" all work.

Logged time rolls up into your weekly timesheet, capacity reports, and any retainer the task counts toward.

Where next

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