Feature Hub · eLearning

Learn Klient PSA

Guided paths and short feature courses — your progress is saved, certificates included.

1 completed · 0 in progress

Keep going

Pick up where you left off.

Continue your path

Team Member Essentials

Everything a team member needs day to day: delivering work, logging time, time off, and expenses.

4 courses · 1h 20m · Certificate included

New course

Jira Time Tracker

Device-flow connection and token refresh, logging time from a Jira issue with automatic issue attachment, the weekly timesheet and hours summary, approval and holiday badges, and the difference between Disconnect User and Disconnect from App.

⏱ ~15 minJira

Learning paths

Follow one end to end.

Feature courses

Short, single-feature lessons — jump into any one.

Jira

Jira Time Tracker

Device-flow connection and token refresh, logging time from a Jira issue with automatic issue attachment, the weekly timesheet and hours summary, approval and holiday badges, and the difference between Disconnect User and Disconnect from App.

⏱ ~15 min
Time & Expense

Mass Timesheet Operations

The resource-by-date grid and spreadsheet-style selection, bulk editing where blank means unchanged, moving time across projects with the bill-rate prompt, the three protection rules, status routing and same-date separation, and the review screen before every commit.

⏱ ~18 min
Project Management

My Deadlines

Triaging with the due-date pills and their live counts, shaping the grid with the column picker and row actions, quick-add, search, the detail panel and bulk actions, the difference between filters and presets, and the calendar view.

⏱ ~15 min
Resource Management

My Schedule

Read your personal planner board, understand estimated vs scheduled hours and variance, filter and navigate the timeline, and save the view as a preset.

⏱ ~15 min
Time & Expense

My Timesheets

Reading the weekly grid and its metrics, filling a week fast with Copy From Previous Week and Copy From Schedule, reshaping the view, adding daily notes, submitting and recalling, and fixing rejected time.

⏱ ~30 min
Time & Expense

My Timesheets Calendar

The blue/yellow/green logging colours, connecting Google or Outlook via OAuth, Sync Now versus Re Auth versus Remove, turning an event into a pre-filled timesheet entry with duplicate prevention, and the read-only security model.

⏱ ~15 min
AI Agents

PLANNY1

PLANNY1, the AI project manager: how the chat works, why context-aware and embedded modes change the answer, the four views it is built for, the automated morning and night briefs, and the setup required.

⏱ ~15 min
Klient PSA Basics

Preload Klient Tabs

What the preload caches and why it makes Klient faster, how to run it, how to fix the browser pop-up blocker, the 24 interfaces it covers, and the administrator setup required.

⏱ ~12 min
Reports & Analytics

Project Analytics Component

Read the completion and effort rings together, interpret the budget bar and over-budget indicator, drill from task counts into a sortable list, and know which parts an administrator controls.

⏱ ~15 min
Time & Expense

Quick Time Entry Component

Quick Time Entry: the entry form and field sets, the built-in timer with pause and resume, managing a task's time from the Time tab, placement and typeahead options, and the five business rules that block time entry.

⏱ ~15 min
Billing & Financials

Revenue Recognition

Revenue Recognition in Klient PSA: what each of the six template type and revenue source pairings actually does (measured, including the Billing Event pairing to avoid), how to choose one for a given contract, running a period and why the close date can move a whole month of revenue under Equal Split, reading all six result columns including the editable Current to Recognize, what Create Transactions creates, and a monthly close checklist.

⏱ ~40 min
Reports & Analytics

Snap Workspace

Create project snapshots and baselines, read the six KPIs, pick the chart view that answers your question, compare two snapshots, and the habits that keep Snap useful.

⏱ ~35 min
Customer Collaboration

Surveys

Klient Surveys: the three-step builder, all six question types, branding, embedding a question in the invitation email, sending to contacts or by public link, and reading the responses.

⏱ ~35 min
Other

Task Side Panel

Keyboard shortcuts and unsaved-change protection, auto-status logic, the five scheduling modes and the over-scheduling warning, time logging guards, the collaboration tabs, and who can delete a task.

⏱ ~20 min
AI Agents

TIMEY1

TIMEY1, the AI timesheet agent: draft a week from schedule, calendar and history, review before confirming, turn meetings into entries, fix a single day, check and submit, plus the bilingual, zero-memory and cross-user guard behaviours.

⏱ ~20 min
AI AgentsNew

MCP Data1

The one-time browser sign-in, whose Salesforce permissions apply, the four things the server will not do (object scope, no write without a declared intent, ownership and protected calculated fields, no deletes), the 34 operations across projects, tasks, resourcing and time, writing your org's own custom fields in the same call, and the schema tools that turn a failing update into one that works.

⏱ ~35 min
Jira

Jira Sync

The three directions of flow, bringing Jira projects and issues in, pushing Klient changes back out, scheduling automatic sync, field and picklist mapping with scoping, user matching and Chatter comments, plus setup and the master kill switch.

⏱ ~25 min
AI Agents

MCP Knowledge1

CLI authentication and the standard-fields-only, no-hard-delete safety model, searching and querying articles, the four-step authoring lifecycle and the articleId versus versionId distinction, version history and archiving, and adding images through the CMS.

⏱ ~15 min
AI Agents

SCOPEY1

The one clarifying question and the five-section requirement, the three stacking house-style levels and the instruction trace, saving to projects and tasks, the three write guards that cannot be disabled, and the no-invention and untrusted-instruction rules.

⏱ ~15 min