Documentation

Introduction to Yapidesk

Yapidesk is a project management workspace that brings budgets, team capacity, and payouts together with your project workflows. Instead of managing projects in one tool and tracking money in spreadsheets, everything lives in one place.

Core concepts

Projects are the central unit. Every project has a timeline, tasks, a budget, team assignments, and associated payouts. Changes in one area automatically reflect in others.

Budgets are set per project and can be broken down by phase, role, or custom categories. As team members log hours, the budget updates automatically. Set alerts to know before you exceed thresholds.

People are managed across projects. Each person has a role, a rate (hourly or fixed), and a capacity allocation. The capacity view shows you who's available and who's overloaded before you make new assignments.

Payouts are the financial close of project work. Whether someone is a contractor submitting an invoice or staff on payroll, the approval and tracking workflow is consistent and tied to the project.

Getting started

1. Create your account and invite your team
2. Set up your first project with a budget
3. Add team members with their roles and rates
4. Start tracking work and watch the budget update
5. Process payouts when work is complete

Each step has a detailed guide in the sidebar. Start with Quick start guide if you want the 5-minute version.