Help Center

Creating and Managing Projects

Projects allow you to group and manage your team's tasks in an organized and efficient way. This simplifies scheduling and ultimately delivers in-depth reports of the progress of your projects with detailed scheduled and logged time reports. Access project management from the left sidebar.

Create and Manage Projects

From the Projects page, you can create projects and assign them a color of your choosing. If a color is not selected, a random color will be assigned during creation. The color will determine the border color of time entries on the calendar and tasks in lists and highlight the project to quickly and easily differentiate between projects throughout the app. Projects can also be assigned to a client, have an hours budget, and a due date.

Sort, Filter, and Search the Project List

  • Sort by name, due date, date added, and last updated.
  • Filter by client, completed, archived, and favorited statuses.
  • Search by name.

Assign Projects to Clients

Clients provide a means for grouping projects. A project can belong to one client, and clients can have many projects. This is a useful connection for reporting and budgeting as you can see the total scheduled and logged time across all projects for a client.

Set Budgets for Projects

From the project's settings, you can define the number of hours to budget for the project. Within the project list and in reports grouped by project, you'll be shown a progress bar for each project that has an hours budget set. The progress will be the total logged hours out of the total budgeted hours. If set, the project's due date will also be shown, allowing for some initial progress management.

Set Due Dates for Projects

Due dates are helpful for noting the end date of a project and allow you to measure your budget progress with additional context. You can set the due date from the project's settings.

Favorite Projects

You can favorite projects that you commonly use, which will be shown at the top of project selection lists for quick access. You can edit your favorites at any time to add or remove projects. Just click the star icon next to the project throughout the app to add or remove it from your favorites on the fly.

Archive Projects

Projects can be archived when you no longer plan to work on tasks under them. Archiving projects will retain their history and reporting but remove them from the active projects list. You can unarchive projects at any time.

Complete Projects

Projects can be marked as complete, thereby removing them from the active projects list. This is similar to archiving—which will retain their history and reporting—but different too in that it will also allow you to filter reports by the project completed status.

Delete Projects

You can also permanently delete projects, which will dissociate them from all clients and tasks, but will not delete the previously associated clients or tasks.

Bulk Manage Projects

Select multiple projects and archive or permanently delete them.

Note

Creating and managing projects requires the Projects permission.

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