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Assigning Time to Clients

Rize offers multiple ways to assign time to your clients, simplifying how you track work for specific clients.

Manually Assigning Time​

You can manually assign time to clients using Activities or Entries from the Home tab.

Assigning Time Using Activities​

  1. Select an existing activity on the Activity timeline.
  2. Select "Add to Client."
  3. After selecting a client and saving, the time spent on the activity will be assigned to that client.
Screenshot showing manual time assignment to activity

Assigning Time Using Entries​

  1. Drag and drop on the Entry timeline.
  2. Select "Add Client Entry."
  3. After selecting a client and saving, the time spent on the entry will be assigned to that client.
Screenshot showing manual time assignment by drag and drop

Automatic Assignment Using Projects​

Projects can be associated with a specific client from the "Edit Client" modal. Once a project has been assigned to a client, the time spent in the project will count towards this client's time totals.

  1. From Clients > Overview, select a client and click the "Edit Client" icon.
  2. Select a project to assign to the client from the "Select projects" dropdown.
Screenshot showing setting to assign time using projects

Automatic Assignment Using Keywords​

Rize can automatically assign time to clients based on keywords.

  1. Add keywords for each client in their "Edit Client" modal.
  2. When you log time with these keywords, it will be assigned automatically to the corresponding client.
Screenshot showing setting to assign time using keywords