Monograph Academy

course
Monograph Administrator Onboarding
Monograph Administrator Onboarding
Monograph Administrator Onboarding

About the Course

Welcome to Monograph! This Admin Onboarding was created to help you get up to speed with how to use Monograph. This course will teach you how to set up your account, add your team, add projects, and submit and manage timesheets. 

Course Instructor

Jamie Madison
Jamie Madison
Course Progress
Not started
Enroll
Course Outline
  1. Welcome!
    1. Your Monograph Journey Begins
    2. The Monograph Dashboard
  2. Settings
    1. Setting up Your Company
    2. Calculating the Overhead Multiplier
    3. Optional: Integrating with QuickBooks Online and Stripe
    4. Managing Time Tracking Settings
    5. Designing Your Firm's Categories
    6. Designing Your Firm's Phases
    7. Setting Roles & Rates
    8. Setting Invoice Terms and Expense Categories
    9. Setting Permissions for Your Team
    10. Inviting Your Team
    11. Managing Your Team
    12. Quiz: Settings
  3. Projects
    1. Using Monograph to Plan Your Projects
    2. Creating a Project
    3. Building out Project Budgets
    4. Adding Project Phases
    5. Add and Manage Roles in Project Phases
    6. Allocating Consultant Fees
    7. Updating a Project General Settings
    8. Project Overview Page
    9. Adding Milestones to a Project
    10. Adding Tasks to a Project
    11. Entering Past Project Information into Monograph
    12. Completed Project Checklist
    13. Quiz: Projects
  4. Timesheets
    1. Getting Started with Timesheets
    2. Logging time on a Timesheet
    3. Tracking expenses on a Timesheet
    4. How to Approve or Reject Timesheets
    5. Managing your Team's Timesheets
    6. Quiz: Timesheets
  5. Continuing learning with Monograph
    1. Congratulations!
    2. Learner Survey
course
Monograph Administrator Onboarding
Monograph Administrator Onboarding
Course Progress
Not started
Enroll

About the Course

Welcome to Monograph! This Admin Onboarding was created to help you get up to speed with how to use Monograph. This course will teach you how to set up your account, add your team, add projects, and submit and manage timesheets. 

Course Outline
  1. Welcome!
    1. Your Monograph Journey Begins
    2. The Monograph Dashboard
  2. Settings
    1. Setting up Your Company
    2. Calculating the Overhead Multiplier
    3. Optional: Integrating with QuickBooks Online and Stripe
    4. Managing Time Tracking Settings
    5. Designing Your Firm's Categories
    6. Designing Your Firm's Phases
    7. Setting Roles & Rates
    8. Setting Invoice Terms and Expense Categories
    9. Setting Permissions for Your Team
    10. Inviting Your Team
    11. Managing Your Team
    12. Quiz: Settings
  3. Projects
    1. Using Monograph to Plan Your Projects
    2. Creating a Project
    3. Building out Project Budgets
    4. Adding Project Phases
    5. Add and Manage Roles in Project Phases
    6. Allocating Consultant Fees
    7. Updating a Project General Settings
    8. Project Overview Page
    9. Adding Milestones to a Project
    10. Adding Tasks to a Project
    11. Entering Past Project Information into Monograph
    12. Completed Project Checklist
    13. Quiz: Projects
  4. Timesheets
    1. Getting Started with Timesheets
    2. Logging time on a Timesheet
    3. Tracking expenses on a Timesheet
    4. How to Approve or Reject Timesheets
    5. Managing your Team's Timesheets
    6. Quiz: Timesheets
  5. Continuing learning with Monograph
    1. Congratulations!
    2. Learner Survey

Course Instructor

Jamie Madison
Jamie Madison
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