Viewing Team Clients, Projects, and Tasks
Team admins can view the time and activities that any of their team members have tagged to Team Clients, Projects, and Tasks from the Teams Tab. This gives you better visibility into your team's workload and simplifies invoicing your clients.
Non-admin team members will see the time they have personally spent towards Teams Clients, Projects, and Tasks.
Viewing the Team Overview
Admins can see an overview of the team's time spent and billable time from Teams > [Team Name] > Overview, including:
- Total time spent by team members
- Total billable amount
- Total billable time and non-billable time
- Breakdown of time spent by Members, Team Clients, and Team Projects
You can select from a weekly, monthly, yearly, or custom time range.
Only team admins can view the Overview section.
Viewing Time Spent on a Team Client
You can see a summary of the time spent and billable time for any Team Client from Teams > [Team Name] > Clients. Once you have selected a Team Client from the "Select a client..." dropdown, the dashboard will show the following:
- Total time spent that was tagged to the Team Client
- Total billable amount for time that was tagged to the Team Client
- Total billable time and non-billable time that was tagged to the Team Client
- Time entry details for entries that were tagged to the Team Client
- Time entries can be edited or removed directly from this view by using the row menu in the Time Entries section.
You can select from a weekly, monthly, yearly, or custom time range. The Team Clients view can be exported into .csv or .pdf formats.
Team admins will see time spent on a Team Client by all team members while non-admin team members will see the time they have personally spent.
Viewing Time Spent on a Team Project
You can see a summary of the time spent and billable time for any Team Project from Teams > [Team Name] > Projects. Once you have selected a Team Project from the "Select a project..." dropdown, the dashboard will show the following:
- Total time spent that was tagged to the Team Project
- Total billable amount for time that was tagged to the Team Project
- Total billable time and non-billable time that was tagged to the Team Project
- Time entry details for entries that were tagged to the Team Project
- Time entries can be edited or removed directly from this view by using the row menu in the Time Entries section.
You can select from a weekly, monthly, yearly, or custom time range. The Team Projects view can be exported into .csv or .pdf formats.
Team admins will see time spent on a Team Project by all team members while non-admin team members will see the time they have personally spent.
Viewing Time Spent by a Team Member
You can see a summary of the time spent and billable time by any Team Member from Teams > [Team Name] > Members. Once you have selected a Team Member from the "Select a team member..." dropdown, the dashboard will show the following:
- Total time spent by that Team Member on work for the Team
- Total billable amount for time spent by that Team Member on work for the Team
- Total billable time and non-billable time for that Team Member on work for the Team
- Time entry details for entries that were tagged by that Team Member on work for the Team
You can select from a weekly, monthly, yearly, or custom time range. The Team Members view can be exported into .csv or .pdf formats.
Only team admins can view the Members section.
Viewing Team Tasks
You can see a list of Team Tasks from Teams > [Team Name] > Tasks. To find a specific task, You can filter the list using the search bar, status filter, or project filter.
You can use the row actions to easily view, edit, or delete a task.
Team admins will see all Team Tasks while non-admin team members will see the Team Tasks assigned to them.