EcoHexagon User Guide: Intuitive Interactions for Business Management
Welcome to the EcoHexagon User Guide! This documentation is designed to help you navigate and interact with the EcoHexagon platform intuitively. Based on a thorough audit of the system, we've focused on key user interactions, providing step-by-step guidance, tips, and best practices.
Welcome to EcoHexagon
Whether you're a new user or looking to optimize your workflow, this guide emphasizes practical actions across core modules like clients, projects, tasks, invoicing, and more. The guide is structured for ease of use with clear navigation and look for 💡 Tips and ✅ Best Practices for quick insights.
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Table of Contents
Navigate through the documentation using the sidebar menu or click on any section below:
⚡ Quick Actions
First Time Setup
Login → Basic Setup → Ready to Use
Brand Your Platform
Upload Logo → Set Colors → Customize
Add First Client
Client Info → Projects → Start Billing
Keyboard Shortcuts
T = Task, M = Multiple Tasks, I = Time
1. Getting Started
Learn how to log in, set up your account, and navigate the basics of EcoHexagon.
2. Dashboard and Navigation
Master the dashboard interface and discover efficient navigation patterns.
3. Client Management
Add, edit, and manage client information effectively.
4. Project Management
Create and track projects from inception to completion.
5. Task Management
Assign tasks, set priorities, and monitor progress.
6. Time Tracking & Collaboration
Track time spent on tasks and collaborate with team members.
7. Invoicing and Payments
Generate invoices and manage payment tracking.
8. Proposals and Leads
Create winning proposals and manage your sales pipeline.
9. Reports and Files
Generate insights and manage your documents.
10. Quick Reference
Quick access to common tasks and keyboard shortcuts.