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Getting started

Getting started

What Waymarq is for, and the shortest path from an empty account to a project you can actually work in.

Waymarq tracks the work you do for clients — the plan, the people, the time, and the money — in one place. This page gets you from an empty account to something useful in about ten minutes.

The first time you log in

A new account opens on a dashboard with one thing on it: set up your first project, with a demo project offered beside it if you'd rather look around first. A short walkthrough of the main areas starts automatically the first time and can be dismissed at any point — it won't come back. If you skipped it and want it later, Or take a quick tour of what's here sits under those two options until you've created something.

Try it without setting anything up

If you'd rather look around before typing anything in, go to your dashboard and choose Add demo project. It seeds a complete worked example: a client, phases and tasks, subtasks, checklists, logged time, a budget, work orders and a statement. It sits alongside your own work, is labelled Demo everywhere it appears, and you can remove the whole lot in one click from the demo project's settings page.

Nothing in the demo reaches the outside world — it never sends email or fires webhooks — so you can drag things about freely.

The shortest real setup

  1. Set up your organisation. Name, country and currency. The country sets your currency, tax terminology and public holidays, so it's worth doing first. See Setting up your organisation.
  2. Add a client. Just a name gets you going; you can fill in the address and contact later.
  3. Create a project. First it asks how you want to start — from a brief, planning it yourself, as a plain Kanban board, or by connecting your own AI agent. If you pick the brief, drop the client's document in or write a few lines and Waymarq suggests a name from it. Only the name is ever required; dates and status default sensibly, and every step after that is skippable.
  4. Add phases and tasks. A phase is a stage of work; tasks live inside it. Planning deliberately sits after setup rather than inside it — it's a longer job than filling in a form, and you'll come back to it. When setup finishes it hands you straight to it, either to the AI assistant or to the phase list. See Projects, phases and tasks.
  5. Estimate the tasks. Put a rough number of days on each one and Waymarq will build the schedule for you rather than asking you to place bars on a chart. See Estimates and scheduling.

That's enough to get a board, a timeline and a progress figure. Everything else — budgets, time tracking, quotes, the client portal — is optional and can be switched on per project when you need it.

What's optional

Waymarq is deliberately usable with none of the following switched on:

  • AI. Entirely optional and off until you add your own provider key. Nothing depends on it.
  • Budgets, time tracking, expenses, the calendar. Each can be turned on or off per project, so a project that's purely a plan doesn't carry commercial fields it will never use.
  • The support desk, client share links, quotes. Switch them on when the way you work needs them.

What we'll email you

Account → Notifications is the whole list, split in two.

Your work is things that happened in your own account — a client answering clarifications, someone sending you a file you asked for, activity on a task you watch, an AI plan finishing. These are on unless you turn them off, and each one can go to email, to your phone through Pushover, or to neither.

One of them is a daily round-up of work assigned to you: just after midnight (UK time), a single email listing every task somebody gave you that day — across all your projects and organisations — with a link straight to each. It only arrives on days you were given something, it never reminds you about work you already had, and work you assign to yourself isn't in it.

From us is the occasional note from the Waymarq team: a hand if you look stuck in your first week, and now and then something new worth knowing about. Rare, never about your projects, and every one carries a one-click unsubscribe.

Sign-in codes, invitations and password resets are not on the list. They're the direct result of something you just did, so there's nothing there to decline — not sending one would break the thing that asked for it.

Where to go next