Product tour

Your first 30 days with Sorted

From sign-up to your first evidence-backed appraisal — exactly what you'll do, what your team will see, and the moments that make managers say “wait, it does that?”

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See the journey as a
1Day 0 ~5 min

Your workspace, live in 5 minutes

No implementation project. No consultants. Invite your team and you're running.

  • ✓Name your workspace and set your team's working days & holidays
  • ✓Invite your team by email — they join with one click
  • ✓Create your first project or client board from a ready template
Why it matters: Teams typically have their first real task on the board within 10 minutes of signing up.
sortedai.io · Manager dashboard

Step 1/3 · A clean manager workspace. No setup wizard, no config.

2Day 1 ~15 min

Set goals once. Watch them cascade.

Org Lens turns company goals into team goals into tasks — so every piece of work answers "why?"

  • ✓Add 3–5 quarterly goals and weight them by priority
  • ✓Cascade goals to teams and individuals in Org Lens
  • ✓See live alignment — what % of effort maps to a goal
Why it matters: The first time most managers open Org Lens, they discover 30%+ of work isn't tied to any goal.
sortedai.io · Goals & OKRs

Step 1/3 · Admin sets each team's objectives and key results. Weights must add up to 100%, so priorities are explicit.

3Week 1 Daily, 2 min

Run the week from one board

Assign, track and score work without a single status meeting.

  • ✓Assign tasks with due dates, priority and complexity
  • ✓Spot blocked or overdue work instantly — no chasing on chat
  • ✓Every completed task is scored automatically (quality × timeliness × complexity)
  • ✓Use AI Assist to break a vague brief into clear subtasks
Why it matters: Managers get a live answer to "who's doing what, and how well?" — without asking anyone.
sortedai.io · Manager board

1/4 · Every task carries status, priority, due date, effort and its linked goals, in one panel.

4Week 2 30 sec per request

Leave that knows what's at stake

Before approving time off, Sorted shows you the tasks it puts at risk — and suggests a handover.

  • ✓Apply in seconds: holidays by location, live balances, weekends and sandwich days worked out for you
  • ✓AI Leave Impact finds clashing tasks and suggests reschedule or reassign
  • ✓Approve with full context: balances, history and every suggestion applied in one click
Why it matters: No HR tool does this — because no HR tool knows what your team is working on.
sortedai.io · Leave & AI Impact

Step 1/4 · Location-wise mandatory and optional holidays are marked on the calendar, with live balance per leave type.

5Week 3 As needed

Projects & clients, in the same system

From client setup to invoice, without leaving Sorted. The hours your team logs on tasks become the bill you send.

  • ✓Map clients to teams and set rate cards in a few clicks
  • ✓Tag each task to a client, so every hour is traceable
  • ✓Watch each client's board: status, hours and cost, task by task
  • ✓Export weekly, monthly or custom billing as CSV or a ready-to-send statement
Why it matters: Presales tip: ask how they build client invoices today. Usually it's a timesheet tool plus a spreadsheet. Here it's one click.
sortedai.io · Projects & client billing

Step 1/6 · Admin assigns clients to each manager's team in a few clicks. Rate cards sit right next to them.

6Day 30 Continuous

The appraisal that writes itself

Configure the cycle once. Sorted turns everyday delivery into a continuously computed, evidence-backed appraisal.

  • ✓Choose a 30-day, quarterly, half-yearly or custom appraisal cycle
  • ✓Weight ready-made signals: manager rating, timeliness, rework, goals, needle movers and awards
  • ✓See every member's score update from day-to-day delivery in the manager dashboard
  • ✓Give HR one place to calibrate, award bands and publish the final outcome
Why it matters: No end-of-cycle memory exercise. The evidence is already there, continuously scored and ready for fair calibration.
sortedai.io · Continuous performance & calibration

Step 1/4 · Admin chooses a 30-day, quarterly, half-yearly or custom cycle. The active cycle stays locked so scoring remains fair.

Thirty days from now, you'll know exactly how your team performs.

Free for 30 days. No credit card. Set up in 5 minutes.

Start your 30-day journey
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