Admins: Getting Started Guide

Learn how to set up your company and use Gryffin to organize your team.

Your Daily Workflow

You’ve set up your company and onboarded your team. Now it’s time to get to work!

To get you started, we’ve compiled a few helpful hints on how to optimize your daily workflow with Gryffin to get the most out of your day.

  • Start with your Dashboard

When you sign in, your Dashboard is your Task Dashboard.

But you can build your own Dashboard to track what matters to you most! In the top left corner, click the New Dashboard button:

You can build a Dashboard of widgets displaying a wide range of information and data points:

And then switch between them on the Dashboard page:

Even if you change your Dashboard, you can always access your Task Dashboard via Quick Links (top right)

  • Your Calendar: Schedule Your Time

Also in the quick links menu is your Calendar .

In your Calendar, you can see an overview of your month, week, or day.

Monthly Calendar

The default display is the month calendar of your tasks. You can drag and drop tasks across days to arrange your entire month —- great if you work on agile teams or work in sprints.

If you have a task you know will take multiple days, you can extend the task box to encompass the amount of time it will take.

Weekly Calendar

You can switch to week view, where you can see all your tasks for a given week.

With this view, you also have the option to drag and drop your tasks by hour. By default tasks are “All day” tasks which do not have a time assigned to them. When you drag them onto a time slot, the task will automatically be assigned that time.

You can extend the period of time for tasks that might take longer.

Day View

You can also skip straight to day view to drag and drop your tasks to the specified time you want to work on your tasks

By assigning start and end time to your tasks, you can keep your day organized and on task.

  • Advanced Filtering: Keep Your Team on Track

If you’re managing a team or working on a project that requires other team members, you can use both the Task Manager and Calendar to see what your other team members are working on.

Filtering Your Task Manager

In your Task Manager, use the advanced filters at the top-right. By default you see only your own tasks, but you can switch to:

  • My delegated tasks: Tasks you have assigned to other team members
  • All tasks: All tasks within your company

Then use the advanced filter button and select Assignee.

Now, on the left side, a new filter bar will appear beside the search bar, where you can filter by users.

You can even choose multiple filters at one time:

Filtering Your Calendar

The default view of your calendar is to see tasks, but you can also see other types of events.

To change the view, click on the advanced filter button .

Here you can choose to see:

  • Google Calendar Events
  • Tasks for any or multiple user in your organization

  • Tasks or projects by moule/workspace

  • Reviewing Notifications & Activity

When managing a team, there are multiple ways of reviewing the scope of work within your company:

  • Your Notifications
  • Your Activity Feed

Check Your Notifications

Every time you are @mentioned on a project chat or task, you receive an email notification.

However, it can be easy to miss an email or accidentally delete them in your inbox, which is why you can also view your notifications in Gryffin.

Go to Notifications in the quick links menu. The green number tells you how many unviewed notifications you currently have.

Spend some time reviewing your notifications to make sure you’ve responded to other team members or addressed their questions or concerns.

Once a notification has been addressed, you can mark it as viewed, and it will disappear from the notifications page.

They aren’t gone forever, though — you can access your viewed notifications through the drop-down on the left:

Watch the Feed

If you want to find out what is happening in a specific workspace, or what was done by other team members on a given day, go to quick links menu and click on your company’s Activity Feed .

From here, you can see what changes have been made and what has been worked on and by whom.

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