Maximize productivity while staying in touch with your team. Qkly is a work platform that empowers better collaboration and communication between teams.
Transparency is Just a Few Clicks Away
Qkly makes it easy to see everything our team is doing for you.
With Qkly, you have a communication and collaboration tool and a project management software all at your fingertips.
Have a question about a project? Communicate with your consultant using our chat feature right on the projects page.
Prioritize tasks, see what your consultant is working on and collaborate with your team all in one software.
Collaboration has never been easier. Share documents, see what your team is working on and communicate with the group.
Log into Qkly to access your dashboard. You will see a box labeled projects with a list of all active projects. Each project has a status bar to the right of the project title to indicate the level of completion. You can click on a project to see the specific tasks your consultant is working on and the current status of each task.
You will receive an email from NOW CFO with an activation link to set up your login credentials. You will need your phone number and email to access and set up your account. If you do not receive the email or need to reset your password send an email to firstname.lastname@example.org.
Login to your dashboard page. There is a dark blue sidebar on the left side of the page. The second icon is a list. This is your projects page. Click the icon to access the list of your projects. You can create a new project by selecting the button in the upper right hand corner labeled “+ New Project.” You will then need to fill out the project name, type (weighted or unweighted) and start/end dates. Be sure to select your consultant as a user under the assign users drop down. To save your project click submit and it will now appear on your dashboard.
Login to your dashboard. You will see a box labeled projects with a list of all active projects. Select the project to which you would like to add a user. Once the project opens you will see a faded circle icon with a person inside it slightly to the right of the project title. Click on this icon and a pop up window will appear. Select your consultant from the first drop down menu. Select their level of access from the second drop down menu. Note: Consultants will need edit access to update task status.
Login to Qkly and select your user profile in the upper right-hand corner. This will take you to a page with two boxes. The first box (on the left) is your basic information including the phone number and email you would like to be contacted at. The second box (on the right) has four tabs at the top. Select the “My Preferences” tab. This will open a check list where you can customize what you would like to be notified of (ex. Task and project status changes) and where you would like the notification to be sent (text or email). You can also reset your password. This page will save your preferences automatically.
Welcome to Qkly
“Qkly helps us work closely with our clients and have a great impact on our engagements.”
NOW CFO, FOUNDER