![]() ![]() People is where you go to set up and assign users to individual projects. We have never used this feature and instead send our billing out through Quickbooks. While limited in what you can do, this feature might come in handy if you only have a few clients. We store links in a Notebook, but this feature lets you separate them out.īilling. Do you use Dropbox to store files? You can add links to them here, as well as links to other supporting files and websites. We use notebooks for login information and ideas. These notes can be added or edited by anyone, and you can send notifications when something is changed. Notebooks let you keep general notes about a project. We require people to record time spent on client work, and can easily see if everyone is too little or too much time on a given project. You can mark time as billable or unbillable. Time lets you track how much time you are spending on individual projects. Sometimes, my team stores large files in Dropbox rather than Files, but it’s handy to have everything in one place. ![]() You can store files related to the project here. By running all communication about the project through Messages, nothing gets lost into individual email accounts or Slack.įiles. Messages let you store communication about the project. Milestones let you break down complicated projects into different parts and assign people to be responsible for hitting them. When working on a larger project, its often important to set intermediate goals to keep you on schedule. ![]() When a task is complete, all you need to do is check a box. You can assign tasks with deadlines to any number of users or collaborators. The tasks tab lets you see and assign a list of to-dos associated with the project. ![]() You can quickly find something you were working on or get a sense of the progress made on a given project. Overview lets you see the last activity on a given project. You can even give clients access to their own projects so they can keep track of what you are doing. You can set up your employees or contractors as Users, and you can choose which users can access what projects. Teamwork lets you set up and organize Projects, which let you store activity for individual clients or assignments. But I saw Teamwork in the footnotes, and that’s what I’ve been using ever since. He recommended something much more complicated (and expensive). I had someone on the team research project management software. Many years ago, I was looking to better manage the many projects my company was working on and keep track of who was working on what. Teamwork is project management software that your staff will find easy and enjoyable to use. Colleagues ask if I worry about my people being productive. Project managers can view and edit all projects, create timesheets and reports and delegate tasks to coworkers.Īdministrators can do all of that and also invite people to join the account, see and edit rates and costs, edit account details and settings, as well as cancel their TrackingTime account.Although COVID-19 pushed millions of people from offices into a work from home environment, I’ve been doing it for 18 years. You can set further permissions for these role:Ĭan edit time entries: allows the coworker to add and edit time entries, if this option is not checked they will be only able to track with the timer.Ĭan edit tasks: allows the coworker to edit task details, re-assign it and delete it.Ĭan edit projects: allows the coworker to edit project details, re-assign it and delete it. There are three team member roles with different permission levels: Administrator, Project Manager and Coworker:Ĭoworkers: can only track time and edit tasks on projects they have been assigned to and can only see their own time. This means that archiving and re-activating users affects your monthly subscription costs. ⚠️ Important: If you’re subscribed to our PRO user plan, you’re charged by active user. Select the team members you’d like to unarchive by checking the checkboxes on your left. In the header left side controls select the status "archived" ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |