Rize Docs
Automatic time tracking that your team will actually adopt
Rize tracks work in the background, turns activity into reviewable time entries, and helps teams tag time to clients, projects, and tasks without screenshots or surveillance. Use this guide to get setup right, improve accuracy fast, and roll out profitability reporting with confidence.
Start with the questions people actually ask
How do I make Rize more accurate?
Learn how auto-tagging works, where to set confidence thresholds, and how to train suggestions with rules, keywords, corrections, and synced tasks.
What does Rize track?
See exactly what metadata Rize captures, what it never captures, how privacy controls work, and how to explain the product to a skeptical team.
How do we set up clients, tasks, and profitability?
Get the team admin workflow for shared workspaces, billing models, cost rates, profitability views, and budgets.
How do we connect our stack?
Roll out ClickUp, Linear, Asana, Zapier, the GraphQL API, and webhooks so tracked time lands in the tools your team already uses.
How do I onboard a team?
Set up a workspace, invite members, choose billing strategy, decide how approvals should work, and establish a simple review routine.
What’s new in Rize?
Review the biggest product changes from the last few months, including dashboards, new views, Asana, AI confidence scores, and settings updates.
Choose your path
Agency or team admin
Start with workspace setup, team members, integrations, auto-tagging quality, and profitability. This is the best path if you need better utilization, billing accuracy, or client visibility.
Freelancer or solo operator
Focus on automatic tracking, tagging work to clients and projects, reviewing your inbox daily, and exporting clean reports without running a manual timer.
Recommended rollout sequence
Set privacy expectations first
Explain that Rize tracks metadata like app name, window title, URL, and timestamps. It does not take screenshots, record keystrokes, or capture window contents.
Configure tracking and connect the right tools
Set schedules, browser extensions, calendars, and task tracker integrations early so the AI has the right activity context from day one.
Create the structure the AI should tag against
Set up clients, projects, tasks, and rules before asking the team to rely on auto-tagging. Better structure creates better suggestions.
Review suggestions daily for the first week
Use the inbox and timeline review flow to correct mismatches, add missing keywords, and let Rize learn from real work patterns.
Turn on reporting and profitability
Once tagging is stable, use dashboards, reports, billable settings, and profitability views to guide staffing, budgets, and client conversations.
Rize has moved fast in March 2026. The biggest documentation gaps were around Custom Dashboards, New Calendar and Home Views, AI Confidence Score and Auto-Tagging, New Members View, New Settings, and the Asana integration beta. This guide now treats those as core product capabilities, not buried release notes.
Most useful starting points
Daily workflow
The practical routine: track in the background, review what needs attention, correct tags, and let Rize get smarter over time.
AI features
Understand confidence scores, auto-tagging, custom instructions, activity summaries, and how Rize uses AI without turning into a black box.
Profitability
Learn how hourly, retainer, and hybrid billing work in Rize and how to turn tracked time into operational insight.