Getting Started
How do I set up DoTally for my team?
Create the workspace, set the team's workday, invite people and know what to expect in the first week.
To set up DoTally for your team, sign up at my.dotally.app to create a workspace, then invite your team from Team → Members. Each person installs the desktop app and logs their day. Every new workspace starts with a 14-day Team Professional trial, with no credit card.
Before you start
You’ll be the workspace’s Administrator, so you’ll manage its settings, invites and plan. During the trial you can invite up to 50 people. Each DoTally account belongs to one workspace.
1. Create your workspace
Go to my.dotally.app and sign up with your work email, or with Google.
Enter the verification code DoTally emails you, then choose a password.
Add your Job Title and Industry. DoTally Sense, DoTally’s AI, uses them to judge which apps are productive for your role.
Name your workspace and pick your Team Size, then select Create my workspace.
Your 14-day trial starts now. The days left show in the Your Plan card at the bottom of the sidebar.
2. Set the team’s workday
Open Settings from the sidebar. These are worth setting before anyone logs a day:
Team Settings: your logo, team name, company name, website and country.
Workday Settings → Typical Workday Schedule: when your team’s day usually starts and ends. DoTally measures start times and the active and away timeline against it. You can give individual people their own schedule later, from their profile under Team → Members.
Workday Settings → Inactive Time Questions: after someone logs a day, DoTally asks them about away stretches this long or longer. You can pick 10, 20, 30, 40, 50 or 60 minutes; the default is 10.
Data & History → Keep detailed history for: how long window titles are kept. The default is 24 months.
3. Install the desktop app yourself
Install the desktop app on your own computer first, so you know what your team will see. See How do I install the DoTally desktop app?
On a Mac, you can also download it from the web app: select your profile picture at the top of the page, then Download Desktop App. Your browser saves the installer, dotally.dmg.
4. Invite your team
Go to Team → Members and select Invite Members.
Enter each person’s email and pick their Role:
Member sees only their own data, plus the team Timeboard and, on Team Professional, the Leaderboard.
Manager can also see the team’s views and other members’ profiles. Managers are part of Team Professional.
Select Save Changes.
Each person gets an email titled “Join {your workspace} on DoTally”. The link in it expires after 7 days. Until someone joins, their card says Invitation not accepted yet, with Resend Invitation and Delete Invitation.
A workspace has one Administrator: you. To make someone a Manager after they’ve joined, open their profile under Team → Members and change their Role.
What happens next
When people accept, they create their account, install the desktop app and select Start My Day. At the end of the day they log what should count. Nothing reaches the dashboard until they do. See What happens when I click Start My Day?
Two things worth telling your team on day one:
Their app detail is private by default. You’ll see their whole logged day, from the timeline and break reasons to totals and health signals, plus scores on Team Professional, but not which apps they used or their window and tab titles, unless they turn on App Sharing. See What can my manager see?
The dashboard fills up gradually. One logged day gives you that day. Health signals start once a person has logged 5 working days.
Before the 14 days are up, choose Team StartUp or Team Professional in Settings → Workspace Plan. Billing starts the day you subscribe, even if trial days are left. See What happens when my 14-day trial ends?
Available on: every new workspace. Workspace settings and invites need the Administrator role.
Related
Still stuck? Email awesome@dotally.app.
