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Learn what Paymo is, about the interface and the first steps to set it up.
What is Paymo?
At Paymo, our mission is to empower small businesses to consistently get their job done right and on time. We do this by delivering a software that's easy to adapt and integrate in daily workflows, one that people actually want to use. Paymo is an online work and project management platform that helps teams and freelancers alike to manage tasks, create team schedules, track work time, and bill clients - from one place. The main mod
Knowledge base tips
The knowledge base will answer the most important questions you have about Paymo, giving you detailed information about each available feature. You can head directly to a section that interests you or use the search option if you’re looking for something specific. We’ve designed it in such a way as to be as actionable as possible. That’s why, when you search for an answer make sure
Where to start?
Once inside the app, you can setup your My Settings and Company settings by clicking on profile picture (bottom-left corner). There you’re able to set your basic info, date and time settings, interface language, and setup your company. !(https://storage.crisp.chat/user
Interface and overview
After your first login you will notice that there are 5 main sections: 1. Search box Helps you to easily find projects, clients, tasks, files, invoices, estimates and so on, based on the keywords you type in. 2. Home Screen Acts as command center for all your task management activities, giving you access to My Tasks, Team's Tasks and the Dashboard. [My Tasks](/en/ar
Quick Add Button
The Quick Add Button from the sidebar menu allows you to add: Tasks Projects Time entries Users On the go, without having to enter a designated module and add them from there. NOTE: The items that you can add depend on your **user rights Admins - Can add all items Project managers - Can only add Tasks, Projects, Time Entries Team members -
How do I customize the sidebar menu?
To customize the menu to contain only the most relevant modules for you, click on Customize menu (the tool icon) at the bottom. Click on the eye icon to enable/disable the modules that you wish to see. The order of the items can be changed by using drag and drop
What are shortcuts?
If you constantly work in certain areas of the app (for example a certain Project or a specific area of a project like Tasks or Files), you can create a shortcut to that section that will be shown in the left side menu. It will work just like creating a favorite bookmark link in your browser, but it will be placed in the the menu of Paymo. To create a shortcut you first need to go
Search in Paymo
Use the global search to find: Clients Client contacts Projects Task lists Tasks Subtasks Milestones Comments Discussions Files Users Time Entries Estimates Invoices Expenses Either type in the search bar on top of the sidebar menu or click on the magnifying glass icon to open the full search pop-up. Here, you can ac
Collapse the sidebar menu
In Paymo you can collapse various menus to free up screen real estate, this is especially useful if you have a lower resolution screen on a laptop. To collapse the main sidebar menu, click on the Collapse Menu arrow on top. To expand the menu back to its original form, simply click on the button again. We also suggest running Paymo in a maximized browser window if possible as
What if I get stuck and have questions?
For any questions you might have, use the in app help icon on the bottom right of your screen or the contact form Sometimes it might take less time to look for your answer in the Knowledge Base For any feature requests, please add them up on the Paymo Community
Can I schedule a demo presentation?
If you have a company with at least 3 users, we would be more than happy to schedule a 1:1 call to give you an in depth presentation on how Paymo feels 😊 Be sure to complete this form