Time tracking settings

Mandatory: assign functions

In order for a user to record time, at least one function (e.g. Junior consulting, graphic design, frontend development) must be assigned to them as mandatory.

From this function, the corresponding hourly rate used to bill the time in the context of the job is derived.

Without an assigned function, the user cannot record time.

A person can also be assigned multiple functions.

Example In a small design studio the boss records time both in the function "Creative Direction" (EUR 250 per h) and in the function "Image Editing" (EUR 85 per h) - i.e. in roles behind which different billing hourly rates are stored.

If a user has been assigned multiple functions, the topmost function in the list is automatically preselected for them when recording job work times. However, they can change the preselected function.

More on the topic:

The standard price list for agency servicesFunctions

Optional: activities

Activities are optional; they can describe certain recurring tasks. This way time tracking can be simplified because no manual notes need to be added to an entry and you can also select times based on these activities.

Example: activities for author corrections If two activities "Author correction 1" and "Author correction 2" are created, it can be analyzed within a customer, for example, how much time is spent on repeated corrections initiated by the customer. These time expenditures can then also be compared between customers.

Examples of activities as recurring events - Internal meeting - Call with customer - Monday round - Travel

More on the topic:

Activities