Onboarding & getting help
New to Monograph? You don’t have to figure it out alone. This page covers your onboarding journey, the live training you can join, and how to get help when you need it.
Your onboarding journey
Section titled “Your onboarding journey”When your subscription starts, you get access to a built-in Onboarding Journey checklist that guides you through your implementation over your first several weeks. It lays out the key milestones, the actions to take, and a recommended pace.
- A link to the checklist is emailed to all Admins on Day 1 of your subscription. If you don’t see it, check your spam or junk folder.
- The checklist updates automatically based on what you do in Monograph — there’s nothing to mark complete by hand.
- Each milestone shows a status so you always know where you stand: On Track, Behind, Stuck, or Not Started.
Live training sessions
Section titled “Live training sessions”Monograph runs live, guided sessions that walk you through each stage of setup and daily use. They’re a great complement to this help center:
- Building Projects — build, allocate, and manage projects
- Tracking Time — log hours across your projects
- Prepare for Invoicing and Invoicing Clients — set up templates and send invoices
You can register for upcoming sessions from the Monograph events page or the link in your onboarding emails.
Getting help
Section titled “Getting help”How you reach us depends on your plan:
- Track plan: email the Support team.
- Grow plan: use the in-app messenger (the purple speech icon, bottom-right). It’s not live chat, but the team replies quickly. If you’re still onboarding, you can also reach your Launch Manager.
- Consultants using free collaboration: contact the firm you’re working with first; email Support if you still need help.
Reset your password
Section titled “Reset your password”Select Forgot Password on the login page (or use the password reset link), enter your email, and follow the steps in the email you receive.
Report a bug
Section titled “Report a bug”Include as much detail as you can: what’s happening, which project is affected, whether it’s just you, when it started, and any screenshots. Track plan customers email Support; Grow plan customers can start a chat and choose I want to submit a bug report.
A page won’t load
Section titled “A page won’t load”Clearing your browser cache usually fixes display issues:
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Log out of Monograph.
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Clear your browser’s cache/data for app.monograph.com.
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Log back in.
If it still doesn’t work, contact Support.