Getting started

This section walks through everything from creating your workspace to sending your first invoice. Each step builds on the one before it, so by the end you

A typical client workflow

This page walks through a real workflow from first contact to final payment, naming every feature used along the way.

Creating your workspace

Every Plutio workspace is a self-contained environment with its own data, team, and clients. Nothing is shared between workspaces, so each one operates...

Customising your main menu

The main menu is the navigation panel in your workspace. You can reorder items, remove items, add links, dividers, dashboards, and set a landing page.

Getting help and support

The Plutio support team can be reached directly inside the workspace through the in-app messenger, and the knowledge base covers detailed guides for every...

Glossary of terms

A quick reference for every term you'll come across in your workspace. Term What it means Workspace Your entire account on your subdomain (e.g.,...

How everything connects

Every feature connects to the others. Projects link to tasks , invoices , proposals , contracts , contacts , time entries, files , conversations, and wiki...

Inviting clients

Clients are people who get limited portal access to your workspace. They don't need a Plutio subscription, and they'll only see the projects and entities...

Inviting your team

Team members are people with user accounts who can log in to your workspace. Each team member uses one seat on your subscription.

Keyboard shortcuts

Keyboard shortcuts speed up navigation, creation, and editing across your workspace. All shortcuts use Cmd on Mac and Ctrl on Windows unless noted...

Mobile and desktop access

Your workspace is accessible from any device. Plutio runs in any modern browser on desktop, tablet, or phone, and native apps are available for iOS,...

Navigating the dashboard

The dashboard layout splits into three areas: the main menu for navigation, a main content area, and the productivity bar for quick actions.

Setting up your workspace

This page walks you through every step you should take after signing up, in the recommended order. Each step is brief and links to its dedicated page for...

Switching between workspaces

If you belong to more than one workspace (for example, your own business and a client's workspace that invited you), you can switch between them without...

Using templates to get started fast

Templates let any existing project, task board, invoice, proposal, contract, form, wiki , or custom page become a reusable starting point.

What is Plutio and how everything connects

Plutio is a single workspace where projects, tasks, proposals, contracts, invoices, time tracking, scheduling, forms, conversations, files, a wiki, and an...

Your first project

This walkthrough takes you from creating a project to getting paid, step by step. By the end, you'll have created a project, added tasks, invited someone...

Your first proposal

This walkthrough takes you from creating a proposal to getting it signed and converting it into an invoice, step by step.