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Team Clients, Projects, and Tasks

Team admins can create Teams Clients, Projects, and Tasks that all team members can use to tag their time, simplifying time tracking for activities involving multiple team members.

Creating a Team Client​

You can create a Team Client from Teams > [Team Name] > Clients in the following ways:

  • Click the "+ Create New Client" button.
  • Click the "+ New" button.
  • Enter a new client name in the "Select a client..." dropdown.

Team Clients will appear in the "Select a client..." dropdown in Client Entries and will show the team they belong to.

Screenshot showing Team Clients in Add Client Entry

Editing a Team Client​

You can edit a Team Client from Teams > [Team Name] > Clients by selecting the client in the "Select a client..." dropdown then clicking the "Edit" button.

Creating a Team Project​

You can create a Team Project from Teams > [Team Name] > Projects in the following ways:

  • Click the "+ Create New Project" button.
  • Click the "+ New" button.
  • Enter a new project name in the "Select a project..." dropdown.

Team Projects will appear in the "Select a project..." dropdown in Project Entries and will show the team they belong to.

Screenshot showing Team Projects in Add Project Entry

Editing a Team Project​

You can edit a Team Project from Teams > [Team Name] > Projects by selecting the project in the "Select a project..." dropdown then clicking the "Edit" button.

Creating a Team Task​

You can create a Team Task from Teams > [Team Name] > Tasks by clicking the "New Task" button.

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You can assign a Team Tasks to a Team Member as you create it.

Team Tasks will appear in the "Select a task..." dropdown in Task Entries and will show the team they belong to.

Screenshot showing Team Tasks in Add Task Entry

Editing a Team Task​

You can edit a Team Task from Teams > [Team Name] > Tasks by clicking the task's row menu then selecting the "Edit" option.

Screenshot showing Team Tasks row menu