Knowledge Base

Get the most out of Autovella, one guide at a time.

Step-by-step guides for setting up your workspace, running CRM, projects and time tracking, billing clients, automating workflows, and building on the API.

Autovella dashboard, live delivery, utilization and marginGetting Started
Getting Started · 6 min read
Getting Started with Autovella

A step-by-step guide to setting up your organization, inviting your team, importing data, and configuring your first project.

Autovella CRM pipelineCRM & Sales
CRM & Sales · 6 min read
Managing Accounts, Contacts and Deals

Set up accounts and contacts, run a visual deal pipeline, and convert a won deal straight into a scoped project.

Autovella projects viewProjects & Tasks
Projects & Tasks · 6 min read
Creating and Managing Projects

Create projects, structure them with sections and custom fields, and turn a repeatable shape into a reusable template.

Autovella project boardProjects & Tasks
Projects & Tasks · 6 min read
Working with Tasks: Boards, Lists, Calendar and Gantt

Create, assign, and track tasks across Kanban boards, list view, calendar, and Gantt timelines, plus subtasks and dependencies.

Autovella timesheetsTime & Attendance
Time & Attendance · 6 min read
Time Tracking and Timesheets

Log time against tasks, submit weekly timesheets, and run manager approvals so billable hours stay accurate.

Autovella time-offTime & Attendance
Time & Attendance · 5 min read
Managing Time Off, Holidays and Attendance

Request and approve time off, set up regional holiday calendars, and track attendance for accurate capacity planning.

Autovella invoicingFinance & Billing
Finance & Billing · 6 min read
Creating and Sending Invoices

Generate invoices from approved time and expenses, set up recurring retainer billing, and configure payment reminders.

Autovella expensesFinance & Billing
Finance & Billing · 5 min read
Tracking and Categorizing Expenses

Log project expenses, categorize and approve them, and roll billable expenses into client invoices automatically.

Autovella automation rulesAutomation
Automation · 6 min read
Setting Up Automation Rules

Build trigger-based automation rules to assign tasks, send notifications, and update fields automatically across modules.

Autovella teams and rolesAdmin & Security
Admin & Security · 6 min read
Roles, Permissions and Team Sharing

How role-based permissions, custom roles, and team-based sharing control who can see and edit what.

Autovella analytics dashboard, profitability, utilization and delivery metricsAnalytics
Analytics · 6 min read
Understanding Analytics and Reports

How to read dashboards for project profitability, utilization, earned-value management, and delivery velocity.

Autovella automation rules, the trigger and action model webhooks extendDevelopers
Developers · 6 min read
Using the Autovella API and Webhooks

Authenticate with the REST API, read and write data programmatically, and use webhooks to react to events in real time.

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