Seegad Help Portal
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Help Topics

  • Getting Started

    New to Seegad? Start here. Get familiar with the Seegad interface, how to locate the many tools and updating your profile.
  • Account Setup and Settings

    Get help setting up departments, jobs and grades. Understand the various roles and their impact on access.
  • Team Collaboration

    Business happens when people work together to deliver on a service. Let's show you how you can bring that work to Seegad.
  • Engagements and Clients

    What are the differences between the engagements types. How does Seegad help manage your client records.
  • Performance Measuring

    Learn how to help Seegad track the work you do. Stay up to date with your performance metrics, and become a super manager by setting achievable targets.
  • Did you know?

    Every few weeks, we pick exciting features you might not know about and explore it. Follow this section religiously, and become a Seegad master in no time.

Popular Articles

  • How to add client
  • How to set deadline to tasks
  • How to assign task to a team member
  • How to set the maximum duration of a task
  • How to start a discussion

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