Learn Scoro quickly – Top tips for New Users

Scoro beginner tip 1 – Familiarize Yourself with the Scoro Interface

Scoro boasts a user-friendly interface designed with ease of use in mind. As a new user, you must spend time cruising around views, filters, sections and view customization options. Here’s a quick breakdown of the key sections:

• Dashboard: Your central hub for project overviews, task lists, recent activity, and key performance indicators (KPIs). More on dashboards.
• Projects: Create, manage, and track all your projects within Scoro. Each project houses tasks, deadlines, team members, budgets, and communication tools. More on Project Management with Scoro.
• Tasks: Break down your projects into actionable tasks, assign them to team members, set due dates, and track progress.
• Orders & Quotes: Propose your Lead stream with personalized proposals, manage client orders. Make sure nothing and no-one is left behind.
• Time Tracking: Track time spent on tasks and projects, ensuring accurate billing and resource utilization.
• Reporting: Generate insightful reports to track project progress, analyze team performance, and gain valuable business intelligence. More on Scoro reporting.

Explore Scoro’s Essential Features

Scoro offers a comprehensive suite of features to streamline your business processes. You get to set watchdogs to control key metrics. Here are some core functionalities to get you started:

• Task Management: Create tasks, assign them to team members, set deadlines, and track progress with clear visual indicators.
• Communication Tools: Utilize project, quote and task comments and file sharing features to keep all team members on the same page.
• Project Budgeting: Set project budgets, track expenses, and monitor real-time budget vs. actual cost for financial control and ensure profits are made.
• Time Tracking: Accurately track the time spent on tasks and projects, enabling better time management resource allocation and accurate reporting and billing.
• Reporting & Dashboards: Generate customizable reports and leverage interactive dashboards to gain valuable insights into performance, productivity, and overall business health metrics.

Scoro beginner tip 2 – Leverage Scoro Help Center and Resources

Scoro provides a wealth of resources to help new users. Here’s where to find valuable learning materials:

• Scoro Help Center: A comprehensive online resource containing detailed articles and FAQs on various Scoro functions.
• Scoro Screencasts: An online library featuring video tutorials and screencasts to guide you through specific Scoro features and best practices.
• Scoro Blog: Detailed info on the latest Scoro updates, trends, and “what are we working on” section to uncover what’s coming to Scoro.

By delving into these resources, you can delve deeper into specific features, troubleshoot any challenges, and learn some new Scoro skills.

Invest in Training from a Scoro Certified Partner

While Scoro’s resources offer a great foundation, consider investing in proper training from a Scoro certified partner like Itero.eu. Here’s why:

• Accelerated Learning: Structured training programs significantly reduce the learning curve for your team, ensuring they become proficient in Scoro functionalities much faster.
• Customized Training: We tailor training programs to your specific needs and workflows, ensuring your team learns what’s most relevant to their roles and projects.
• Expert Guidance: Our Scoro certified trainers possess in-depth knowledge and practical experience to answer your questions, address challenges, and provide best practice guidance.

Proper training fosters a smoother Scoro implementation, leading to faster user adoption, increased efficiency, and maximized return on your Scoro investment.