# Levvy Help Center

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## Getting Started 

- [How to Create a Levvy Account and Log In](https://help.levvy.com/en/articles/8411511-how-to-create-a-levvy-account-and-log-in.md): Learn how to create and log in to your Levvy account with our step-by-step guide.
- [How to Add a Group in Levvy](https://help.levvy.com/en/articles/8411671-how-to-add-a-group-in-levvy.md)
- [How to a Add User in Levvy](https://help.levvy.com/en/articles/8429861-how-to-a-add-user-in-levvy.md): Learn how to seamlessly add and invite new users to your Levvy workspace.
- [How to Manage Roles and Permissions](https://help.levvy.com/en/articles/8525130-how-to-manage-roles-and-permissions.md): Step-by-step instructions on how to decide what role you assign to a user
- [How to Use Levvy's Password Manager](https://help.levvy.com/en/articles/8575747-how-to-use-levvy-s-password-manager.md): Learn how to download, pin and launch the Levvy extension
- [Get Started with Levvy](https://help.levvy.com/en/articles/10386361-get-started-with-levvy.md): Get an overview and learn the basics with these videos and interactive tours
- [How to Add Available Hours and Cost](https://help.levvy.com/en/articles/11068051-how-to-add-available-hours-and-cost.md)
- [Why aren’t the site and credentials launching when I click on the resources in the task?](https://help.levvy.com/en/articles/11084240-why-aren-t-the-site-and-credentials-launching-when-i-click-on-the-resources-in-the-task.md)
- [How do I change a user's role?](https://help.levvy.com/en/articles/11802274-how-do-i-change-a-user-s-role.md)

## Navigating Levvy

- [How to Navigate Levvy's Workspace](https://help.levvy.com/en/articles/8430097-how-to-navigate-levvy-s-workspace.md): In this guide, we'll guide you through Levvy's key features and functionalities.
- [Customizing your Workspace View](https://help.levvy.com/en/articles/8430174-customizing-your-workspace-view.md): Discover how Levvy's Workspace Filters help you seamlessly sort your workspace by team, workflow type, user, client, and task status.
- [How to Use the Action Center in Levvy](https://help.levvy.com/en/articles/8449278-how-to-use-the-action-center-in-levvy.md): Learn how to quickly access and communicate important information and updates via Levvy's easily accessible Action Center.
- [How to Navigate the Task Modal](https://help.levvy.com/en/articles/8449503-how-to-navigate-the-task-modal.md): Take a tour of Levvy's task modal and see how Levvy surfaces and organizes all related tools and resources directly in the task.
- [How to reschedule and drag tasks from week to week](https://help.levvy.com/en/articles/11908103-how-to-reschedule-and-drag-tasks-from-week-to-week.md): How to easily move tasks to a different date on the workspace
- [How to View User Capacity on the Workspace](https://help.levvy.com/en/articles/9299769-how-to-view-user-capacity-on-the-workspace.md)

## Using Time Reports

- [How to Access and Analyze Time Reports in Levvy](https://help.levvy.com/en/articles/8430220-how-to-access-and-analyze-time-reports-in-levvy.md): Follow these step-by-step instructions to understand how to use time reports and customize your view with the metrics and insights you need.
- [How to Edit Time Reports in Levvy](https://help.levvy.com/en/articles/8449196-how-to-edit-time-reports-in-levvy.md): Learn how to edit logged time as needed in Levvy to ensure accurate time tracking records.
- [Daily Workflow Overbudget Email](https://help.levvy.com/en/articles/12054272-daily-workflow-overbudget-email.md): Get notified as soon as a workflow went overbudget
- [How to export logged time?](https://help.levvy.com/en/articles/11380388-how-to-export-logged-time.md): Levvy offers multiple export options to fit your needs—whether it’s for proof-of-work or payroll. Choose the format that works best for you.
- [Export user and client time report](https://help.levvy.com/en/articles/14600409-export-user-and-client-time-report.md): Export all visible columns with any date ranges

## Managing Tasks and Meetings

- [How to Personalize Your Task View in Levvy](https://help.levvy.com/en/articles/8449351-how-to-personalize-your-task-view-in-levvy.md): This article shows you how to customize your workspace view so you can see meetings and tasks by the day, week, or month.
- [Starting and Moving Tasks in Levvy](https://help.levvy.com/en/articles/8449384-starting-and-moving-tasks-in-levvy.md): A step-by-step guide to starting and moving tasks in Levvy, which includes instructions, resources, comments, and more.
- [How to Schedule, View and Track Meeting Time](https://help.levvy.com/en/articles/8585453-how-to-schedule-view-and-track-meeting-time.md): Easily schedule, join, track time, and collaborate on meetings in Levvy
- [How to Save Documents in Levvy](https://help.levvy.com/en/articles/8945220-how-to-save-documents-in-levvy.md)
- [How to track time automatically in Levvy](https://help.levvy.com/en/articles/9450706-how-to-track-time-automatically-in-levvy.md): Track your time effectively in Levvy
- [How to Request Files from Clients](https://help.levvy.com/en/articles/9731245-how-to-request-files-from-clients.md): Streamline file request process. Save time searching and organizing client files
- [How to monitor task status](https://help.levvy.com/en/articles/10354336-how-to-monitor-task-status.md)
- [Create custom status](https://help.levvy.com/en/articles/10829911-create-custom-status.md): Custom statuses help you easily identify tasks with a colored outline, similar to the default “Blocked” status.
- [How Task Approvals Work](https://help.levvy.com/en/articles/16203563-how-task-approvals-work.md): Learn how the approval workflow works, including how to request approval, review tasks, and understand automatic status changes.

## Creating Workflows

- [How to Use Levvy's Prebuilt Workflows](https://help.levvy.com/en/articles/8452219-how-to-use-levvy-s-prebuilt-workflows.md): In this article, we will guide you through the steps to create and customize your workflow library in Levvy.
- [How to Manage and Modify Draft Workflows](https://help.levvy.com/en/articles/8452313-how-to-manage-and-modify-draft-workflows.md): Learn how to tailor your company’s workflows to your needs and easily share with other team members.
- [Creating and Adding a New Workflow in Levvy](https://help.levvy.com/en/articles/8453408-creating-and-adding-a-new-workflow-in-levvy.md): Learn how to create and publish a custom workflow from scratch in your company library.
- [How Workflow Edits Affect the Workspace: Client Profile vs. Company Library](https://help.levvy.com/en/articles/11084067-how-workflow-edits-affect-the-workspace-client-profile-vs-company-library.md): Understand how changes made in the client profile or company library impact the workspace.

## Managing Clients 

- [How to Add a client in Levvy](https://help.levvy.com/en/articles/8482340-how-to-add-a-client-in-levvy.md): A step-by-step guide that walks you through the process of creating a client profile and adding client data in Levvy.
- [How to Activate Client Workflows in Levvy](https://help.levvy.com/en/articles/8482505-how-to-activate-client-workflows-in-levvy.md): Your guide to adding and activating company workflows for individual clients.
- [How to Manage Client Passwords in Levvy](https://help.levvy.com/en/articles/8487127-how-to-manage-client-passwords-in-levvy.md): Step-by-step instructions on how to add password-protected resources to client profiles in Levvy and make them accessible within workflows.
- [How to View Team Progress Report](https://help.levvy.com/en/articles/9466204-how-to-view-team-progress-report.md): Learn how to view task completion status by client

## Integrations

- [How to Install and Use Levvy Slack Integration](https://help.levvy.com/en/articles/8638187-how-to-install-and-use-levvy-slack-integration.md)
- [Integrate Levvy with Gmail \(Zapier\)](https://help.levvy.com/en/articles/9451074-integrate-levvy-with-gmail-zapier.md): How to automate task creation from Gmail
- [Troubleshoot when Zap stops working](https://help.levvy.com/en/articles/11379966-troubleshoot-when-zap-stops-working.md): Follow the steps below to troubleshoot when gmail, outlook or google calendar integrations are not showing up in Levvy
- [Connect Levvy with Anchor](https://help.levvy.com/en/articles/11954332-connect-levvy-with-anchor.md): Automate creating clients, contacts and workflows based on the services in approved proposals.
- [Connect Levvy with Outlook \(Zapier\)](https://help.levvy.com/en/articles/12901801-connect-levvy-with-outlook-zapier.md): Create ad hoc task from email
- [Native Gmail and Outlook integration](https://help.levvy.com/en/articles/14645914-native-gmail-and-outlook-integration.md): Two-way integration and convert email into task with one click

## Best Practice

- [Moving clients and user between teams](https://help.levvy.com/en/articles/11533928-moving-clients-and-user-between-teams.md): Follow these steps to ensure a smooth transition
- [Archive or manage "inactive" clients](https://help.levvy.com/en/articles/11534574-archive-or-manage-inactive-clients.md): How to manage clients who temporarily pause services or return for special projects, and what to expect when archiving a client.
- [Reassigning all tasks from one user to another](https://help.levvy.com/en/articles/11534456-reassigning-all-tasks-from-one-user-to-another.md): Easily reassign tasks and meetings when team members go on leave, transition out, or during onboarding—without disrupting client work.

## Analytics

- [How to add client billing to calculate revenue in analytics](https://help.levvy.com/en/articles/12098563-how-to-add-client-billing-to-calculate-revenue-in-analytics.md)
- [Capacity Analytics](https://help.levvy.com/en/articles/14601944-capacity-analytics.md): Know who can take on work — and exactly when — before you commit to a new engagement.

## Client Loop

- [Client Loop](https://help.levvy.com/en/articles/15384459-client-loop.md): One place to message, collaborate, and share files with your clients
- [Client portal - Client view](https://help.levvy.com/en/articles/15318651-client-portal-client-view.md): Everything your client needs to know to use Client Loop

## Accounts Payable Agent

- [Accounts Payable Agent](https://help.levvy.com/en/articles/15384360-accounts-payable-agent.md): Automate AP intake process from email to QuickBooks
- [Accounts Payable Agent - Trust, Privacy & Safety](https://help.levvy.com/en/articles/15385199-accounts-payable-agent-trust-privacy-safety.md): Learn how Levvy keeps your data secure

## Manage subscriptions

- [How to cancel subscription](https://help.levvy.com/en/articles/16207432-how-to-cancel-subscription.md)