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Projects & Tasks

Set up projects the way they are billed, put the right people on them, and run the work on the task board.

8 articles

Projects

4

Create a projectAdmins · Project managersEvery hour belongs to a project, so this is the first thing to set up, along with the choices that are hard to change later.1 min
Hourly and fixed-price projectsAdminsThe two project types are billed by completely different machinery. Choosing the right one avoids invoices that make no sense.2 min
Add members and clients to a projectAdmins · Project managersWho can track against a project, who owns it, and how to let a client see it without letting them change anything.1 min
Finish a project and find it afterwardsAdmins · Project managersCompleting, holding, cancelling and deleting a project, and where the history goes.1 min

Task board

4

Other topics

Getting Started

Create your account, find your way around, and get your organization set up so the team can start tracking on day one.

Time Tracking

How hours are recorded, how to read your timesheet, and how to fix an entry that is wrong or missing.

Desktop App

Install the tracker on Windows or macOS, track while offline, and sort out the problems that stop it syncing.

Your Team

Decide what each person can see and do, give clients read-only access, and handle members who join or leave.

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