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Rize Docs

Built for agency and team admins

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 privacy, permissions, and tracking setup
Train auto-tagging with rules, corrections, and synced tasks
Launch clients, projects, tasks, and profitability for your team
Connect ClickUp, Linear, Asana, Slack, API, and webhooks

Start with the questions people actually ask

Rize custom dashboards
Rize now gives team admins configurable dashboards, richer calendar analysis, AI-driven tagging controls, and workspace-level profitability reporting.

Choose your path

1

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.

2

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.

3

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.

4

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.

5

Turn on reporting and profitability

Once tagging is stable, use dashboards, reports, billable settings, and profitability views to guide staffing, budgets, and client conversations.

What changed recently

Rize shipped a major update in May 2026: live background tracking that creates entries as you work, a new suggestion review panel on the day calendar, smarter multi-signal AI auto-tagging with tagging policies and depth controls, org-level entity toggles, rebuilt entity modals, expanded ClickUp reliability, new MCP tools, and work hours now calculated from approved time entries. See the full changelog for details.

Most useful starting points