An empty workspace can be hard to judge. The New here? card on your dashboard adds realistic sample clients, projects, tasks and invoices so you can try every screen risk-free.

1. 1

   Open your dashboard

   Owners and admins see the New here? card near the top.

2. 2

   Press Add sample data

   Sample clients, projects, tasks and invoices appear across the workspace.

3. 3

   Poke around

   Open a client, move a task, look at an invoice, preview the client portal.

4. 4

   Press Clear sample data when you're done

   Every sample client, project, task and invoice is removed. Your real data is not touched.

• Sample projects don't count toward your plan's active-project limit.
• Only owners and admins can add or clear sample data.
• Sample data is for exploring. Nothing is ever sent to a real person.