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Harvest user flows examples

Explore Harvest user flow examples. Preview the opening screens and steps for each task. Time tracking software with invoicing

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This onboarding user flow introduces new users to Harvest, guiding them through account creation, team setup, project initiation, and account customization, culminating in the activation of t

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Expenses – nicelydone – Harvest screen
Expenses – nicelydone – Harvest screen
Expenses – nicelydone – Harvest screen

This flow guides users through the process of tracking their first expense in Harvest, from navigating the empty state to facing an error when attempting to submit an expense for approval wit

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Team Members – nicelydone – Harvest screen
Team Members Manage – nicelydone – Harvest screen
Team Members Manage – nicelydone – Harvest screen

This flow guides a user through the process of inviting a new teammate to join the Harvest platform, which includes entering teammate information, selecting permissions, assigning to projects

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Invoices – nicelydone – Harvest screen
Invoices – nicelydone – Harvest screen
Invoices – nicelydone – Harvest screen

This flow guides users through the process of creating a new invoice, starting from the initial option to create, selecting invoice details and clients, configuring invoice settings, to the f

This flow guides the user through upgrading their subscription on Harvest, from reviewing current plan details, managing team size, entering payment information, to confirmation of the upgrad

This flow outlines the process of creating and configuring a new OAuth2 application within the Harvest platform, including handling errors and successful creation.

This flow facilitates the process for a user to put their Harvest account on hold, detailing what to expect during the hold period and offering a chance to provide feedback on why they are le

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