Team Member Essentials
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Feature Hub · eLearning
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Guided paths and short feature courses — your progress is saved, certificates included.
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Team Member Essentials
Everything a team member needs day to day: delivering work, logging time, time off, and expenses.
New course
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.
Learning paths
Follow one end to end.
Project Manager Path
See the courses ▾5 courses
Finance & Billing Path
See the courses ▾4 courses
Complete Mastery
See the courses ▾11 courses
Feature courses
Short, single-feature lessons — jump into any one.
Customer CollaborationNew
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
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.
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.
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.
AI Agents
MCP Data1
Browser OAuth sign-in under your own login, the four safety guarantees (object allowlist, confirmation gate, formula and owner protection, no deletes), project and task operations including template cloning, resourcing and time, and the schema tools.
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.
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.
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.
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.
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.
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.
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.
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.
Resource Management
Resource Utilization
The billable, planned, hard and scheduled percentages and when each applies, the eight inputs that feed them, weekly versus monthly granularity, where utilization is surfaced, and how to fix stale numbers.
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
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.
AI Agents
SKILL Knowledge1
The one-draft rule and the articleId/versionId split, choosing between versioning and editing a draft, channel planning, stuck-draft recovery, why archiving is not an update, safe resumable bulk imports, and the lane guardrails.
AI Agents
SKILL Project1
Three ways to start a plan, choosing the project shape, building phases, dependencies and milestones in dependency-safe order, agile sprints and checklists, read-only insights sourced from snapshots, and the four never rules.
AI Agents
SKILL Time1
Logging and correcting entries without duplicates, auto-drafting a week from the PSA schedule, the five read-only review views including utilization and missing weeks, and reconstructing a forgotten week from calendar, email and Slack.
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
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.
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.