• How to start a discussion

    Getting in touch with your team members or project lead shouldn’t be work. We have tried as much as possible for you to contact any of your team members with ease and we are still trying to. To start a discussion or contact any of your team members on Seegad,…

  • How to manage expense categories

    Expense represents your actual cash expenses incurred in providing services to a client. You use the Expense feature to keep track of how much you spend and on what. Please click here to learn more how to create an expense. Expense categories are a list of approved items your expenses can…

  • Planning and budgeting your client engagement

    There is this old saying  – “If you fail to plan, then you plan to fail”. We thinking it is very apt when it comes to executing a project profitably. The very first step to doing so, is to plan the project profitably. Seegad now has a budget planning feature to…

  • A faster way to submit timesheet

    Imagine you have been super busy one week, and didn’t find the time to log your time. But you have made sure to make a note of your activities throughout the week. Now you dread the process of having to create task, log time and complete task, for so many activities….

  • How to change your password

    It is possible for you to forget your password or decide to change your password.To do so, on your Seegad App Login Screen, click on “Forgot your Password?” When you click on the “Forgot your Password“, upon page load, you will be asked to enter your email address that was used…

  • What are Sticky tasks?

    Pinned or Sticky Tasks are tasks that will occur frequently over a long period of time. For example, “Team meeting with Jesse” is likely to happen for as long as Jesse is still with the company. Before now, you would have to create the task each time you want to have a…

  • How to create an expense

    Expense represents your actual cash expenses incurred in providing services to a client. You use the Expense feature to keep track of how much you spend and on what. To create an expense, hover on the Activity menu, click on Expense. On page loads, click on the ADD EXPENSE button (see image above)….

  • How to add income

    An income, simply put, is money that business receives in exchange for providing a good or service or through investing capital. On Seegad, when an income is received, the Accountant adds the income. To add an income, hover on the Activity Menu, and click on Incomes (See image above). When…

  • How to add a team member to an engagement phase

    A Project Phase is a way to observe, measure and monitor the progress and/or performance of an engagement. Project Phases, in general, exist as intermediate stages that must be fulfilled before reaching a final goal or objective. Please note that only users with Manager, Administrator and Executive Roles are able…

  • How to export timesheets to excel

    Here, we are going to export timesheet to excel, but, before we go on, I would like to clarify that; only a user with an executive role can export for any employee but a manager can export for his subordinates and a user just for himself. Having clarified that, to export…