Your first week

Start small. Set up a few of the people and organisations you work with, add some real upcoming responsibilities, and use them to get a feel for how OhYeh fits into your day-to-day work.

Get familiar with your Dashboard

Sign in and complete onboarding if prompted.
Open the Dashboard to see what’s currently set up.
Take a look around Tasks, Entities and the other areas you’ll use regularly.

Add the people and organisations you work with

Start with a few entities that are relevant to the work you’re about to add.

Open Entities .
Add three to five clients, suppliers, contacts or other organisations you regularly deal with.
Add the key information you’ll want to refer to later.
Add any important notes or instructions that would be useful when working with them.

See Entity types and fields and Entity detail.

Add some real upcoming work

Think about the next few weeks and add tasks for responsibilities that you don’t want to forget.

For example, you might add:

Follow up with a client about a quote
Send information to your accountant
Pay a supplier invoice
Review an employee’s probation
Renew an insurance policy
Submit a recurring report

For each responsibility:

Create a task with a clear title
Set a due date
Assign a role or member
Link an entity if the work belongs to a record
Pick an alert level

This gives you a useful starting point without having to enter everything your business does.

Set up recurring responsibilities

Look for tasks that happen repeatedly and set them up once rather than relying on memory to recreate them.

For example, monthly invoicing, weekly reports or annual renewals can be set as Recurring tasks.

This is where OhYeh can start taking some of the routine remembering off your plate.

Make reminders work for you

Review the alert levels available and choose one that suits the importance and lead time of your tasks.

Remember that reminder timings are built into the alert levels, so you don’t need to configure a separate reminder schedule for each task.

Choose an alert level that gives the person responsible enough time to act before the deadline.

Add a teammate if needed

If you work with other people, invite someone who will be responsible for some of the tasks you’ve added.

Walk through one of the tasks with them so you can both see how assignments, entities and alerts work.

See Invite your team for who to add first.

Check how it’s working

At the end of the week, take a few minutes to look at your tasks.

Check:

Are the right people or roles assigned?
Are due dates realistic?
Are the alert levels giving enough notice?
Are there recurring responsibilities you’ve forgotten to add?
Is there useful information that should be recorded against an entity?

Make small adjustments as you go. You don’t need to set up your entire business on day one - build it around the responsibilities and relationships that matter most.