Getting Started with QONE

QONE is an integrated business platform built for small and medium-sized teams. It brings project management, invoicing, expense tracking, payroll, leave management, and attendance into a single workspace -- so your team does not need to juggle multiple tools.

Every workspace is private to your organization. Your data, users, and settings are isolated under your own subdomain (e.g., yourcompany.qone.work).

Step 1: Set Up Your Workspace

When you sign up, QONE walks you through a five-step Quick Setup wizard.

1. Welcome — pick your workspace language, and optionally toggle Load sample data (adds demo employees, departments, and projects so you can explore before adding real data). Click Get Started.
2. Company — enter your Company name (required), then optionally add your Logo (image file, max 5 MB), Email, Phone, Address, and Website. Click Continue.
3. Preferences — choose your base Currency (e.g., USD, EUR, VND) and Timezone. Click Continue.
4. Invite — optionally add teammate email addresses (separate multiple with commas) to send invitations. You can skip this and invite people later. Click Continue.
5. Launch — review the summary, then click Go to Dashboard to enter your workspace.

[Screenshot: Quick setup wizard showing the company name, logo upload, and currency/timezone steps]

Tip: You can change all of these settings later in Settings > Company.

Step 2: Invite Your Team

1. Open Settings from the sidebar.
2. Click Users.
3. Click Add New User in the top-right corner.
4. Enter the person's Email, First name, Last name, and a temporary Password.
5. Select a Role from the dropdown:
   • Admin -- full access to everything.
   • Project Manager -- manages projects and tasks.
   • Finance Manager -- handles invoices, payments, and expenses.
   • HR Manager -- manages employees, leave, and attendance.
   • Member -- standard team member access.
   • Guest -- limited, read-only access (great for external clients).
6. Click Save.
7. Share the login credentials with the new user.

[Screenshot: Add new user form with role dropdown expanded]

Repeat for each team member. You can manage users at any time from Settings > Users.

Step 3: Create Your First Project

1. Click Projects in the sidebar.
2. Click New Project.
3. Enter a Project name and optional Description.
4. Set the Status (Active is the default).
5. Assign a Project owner (yourself or a team member).
6. Optionally link a Customer if this is client work.
7. Click Create.
8. Your project opens in Kanban view with default columns (To Do, In Progress, Done).
9. Click + Add Task on any column to create your first task.
10. Enter a task title, assign a team member, set a priority, and add a due date.

[Screenshot: New project Kanban board with task creation card open]

Tip: You can customize the default task columns in Settings > Projects before creating projects.

Step 4: Create Your First Invoice

1. Click Invoices in the sidebar.
2. Click New Invoice.
3. Select a Customer or enter billing details manually.
4. Add Line items: enter a description, quantity, and rate for each.
5. Apply a Tax rate if needed (configure tax rates in Settings > Tax).
6. Review the Total at the bottom.
7. Click Save as Draft.
8. When ready, change the status to Sent.

[Screenshot: Invoice editor with line items, tax, and total summary]

Tip: Set up your Company code, Payment terms, and PDF template in Settings before creating invoices. This saves you from editing defaults on every invoice.

Step 5: Add Employees

1. Click Employees in the sidebar.
2. Click Add Employee.
3. Enter personal details: First name, Last name, Date of birth, Address.
4. Set employment details: Employment type (Full-time, Part-time, Contract, Intern, Freelance), Status, and Hire date.
5. Assign a Department and Manager.
6. Configure the Work schedule (work days and hours per day).
7. Optionally set the Base salary (visible only to users with salary permissions).
8. Click Save.

[Screenshot: Employee form with personal info, employment details, and work schedule sections]

Tip: Set up Departments in Settings > Departments and Leave policies in Settings > Leave before adding employees.

Now that your workspace is set up, explore QONE's full feature set:

Basics

• Dashboard -- your role-based home page with KPIs, announcements, and onboarding
• Announcements -- company-wide messages with priority and role targeting
• Notifications -- real-time alerts across In-App, Email, Slack, and Webhook
• Global Search (Cmd+K) -- find anything in your workspace in a couple of keystrokes
• AI Features -- AI Assistant plus inline "sparkle" suggestions in forms
• My Profile -- personal info, password, language, bank details, salary history
• AI Connections (MCP) -- connect Claude, ChatGPT, Cursor, and other MCP clients to your workspace

Work

• Projects -- Kanban boards, sprints, tasks, and team collaboration
• Time Tracking -- log hours, run timers, and generate time reports
• Docs -- knowledge base, meeting notes, and documentation
• Smart Insights -- automatic risk and blocker detection on every task

Finance

• Customers -- manage your client database
• Items -- product and service catalog for invoices
• Estimates -- create and send quotes, convert to invoices
• Invoices -- billing, payments, PDF export, and multi-currency
• Payments -- track incoming payments and link to invoices
• Expenses -- submit expenses, upload receipts, approval workflow
• Reports -- revenue, expense, and profitability dashboards

HR

• Employees -- employee profiles, salary, and work schedules
• Departments -- organizational structure and hierarchy
• Payroll -- payroll periods, payslips, and PDF distribution
• Leave -- leave requests, types, policies, and balance tracking
• Attendance -- clock in/out, overtime, anomalies, and reporting

Settings

• Workspace Settings -- company profile, users, roles, permissions, policies, and integrations
• Billing & Subscription -- plans, seats, Paddle portal, and trial
• Storage -- file quota, browser, and cleanup
• Import Data -- migrate projects from Trello, Asana, Jira, and more

If you are not sure where to start after the quick setup, here is a recommended order:

1. Company profile -- name, logo, currency, timezone (Settings > Company)
2. Tax rates -- needed for invoices and estimates (Settings > Tax)
3. Roles and permissions -- control who can do what (Settings > Roles)
4. Invite your team -- add users and assign roles (Settings > Users)
5. Departments -- organize your team structure (HR > Departments)
6. Leave types and attendance policy -- set up before employees start using HR features (Settings > Leave)
7. Import existing projects -- bring data from other tools (Settings > Import)

• In-app announcements -- your admin can post company-wide announcements visible on the dashboard.
• Settings tour -- revisit any settings area from the sidebar under Settings.
• Contact support -- reach out to the QONE team for assistance with setup, billing, or technical questions.