CLOCKIFY GUIDES

Managing projects in Clockify

Guide on how to manage projects in Clockify

In this guide we will cover all about managing projects, and how to use Clockify to get the most out of it.

A project is “a piece of planned work or an activity which is done over a period of time and intended to achieve a particular purpose”.

Whatever the type, each project will impose a certain budget and a deadline on your team.

And how well you manage project deadlines and budgets will majorly impact project success.

Besides, you also have to effectively manage task distribution between the team, so everyone knows exactly what they’re doing.

Plus, add onto that the constant communication and collaboration happening between your team members during the project.

What if you had everything in one place to help the whole team manage projects successfully?

How to manage projects in Clockify?

Clockify offers a complete set of features to manage projects from their start to finish.

Step 1

Create a project and assign a client

When your team is starting a new project, the first thing you should do is to create it in your base.

Create new project in Clockify
Create a new project, add its client, give it a color and make it public or private.
You can also create a new project based on a template you previously saved.

And if that project brings in a new client too, you would need to add a new client first.

Then, the work you do on the project is traceable to the client you will later bill for your services.

Create new clients and manage your client database in Clockify
Add a new client to your database with the most important information.

See how to create projects and clients in Clockify. There’s an option to import clients and projects from your Excel files.

Step 2

Set estimates and reminders

As each project has a deadline and a limited budget at your disposal, it’s good to keep everyone reminded of this crucial part of successful project completion.

In Clockify, you can set time and budget estimates for each project or task you’re working on.

Setting time and budget estimates for the project
Set time and budget estimates, manually for the whole project or for each task separately.

Based on these estimates, you will be able to later visually track progress.

You can also set alerts whenever a project reaches a certain percentage of an estimate, so your team stays aware of the progress.

Set project alerts to not go over the estimates
Set up reminders to not go over the estimate.
Step 3

Split the project into tasks

A common way to deal with a project is to split it into smaller portions so each team or team member knows exactly what they need to do.

Create tasks for a project you're working on
Divide projects into tasks, assign specific people to each, and set rates.
If a task is done, click on the three dots and mark them as done.

In Clockify you can add as many tasks your team needs - specific or general ones.

For each task, you can set a billable hourly rate (to see the earnings that task brings) and cost rate (to see the cost working on that task generates).

See how to manage tasks.

Step 4

Organize & add team members

Managing human resources is one of the most important parts of managing projects. You need to know the labor cost and profit generated while working on a project.

Check whether you have enough human resources in the team to complete the project and if you decide to add new people, just add their email addresses and assign them an adequate team role.

Add team members with hourly rates
Add all team members and set up their billable and cost rates.

Here, you can also split your team members into groups for easier task management. With groups, you can assign tasks to the whole group instead of adding each individual.

Cost rates demonstrate the amount of money a working hour of a particular team member costs, while billable rates show the amount of money earned per their working hour.

See how to to calculate profitability and overall labor costs.

For example, in Clockify there is a difference between admins, managers, and regular users.

Each of these have different roles and permissions, and they can have different rates, as well.

Step 5

Assign tasks across your team

You can organize people per project, or distribute projects per team member/groups, whatever is easier for you.

In both cases, Clockify will allow you to switch between the Project and Team view, keeping the same information you entered.

Project scheduling
You can use your mouse to move a scheduled task to another day or split it into two. When a new team member is added, their schedule line will be in white until you publish the schedule to notify them about the task.

Underlined projects show that some team member is assigned to work on that particular project on that day, so you have a quick overview of the schedule.

To create a new assignment for a user, just hover over a day and create a new task (user line).

And if you want to set up a project milestone, hover over the colored part of the day (project line).

Milestones and assignments
Setting up new tasks and milestones.

If you switch to Team view, you will see overall team availability - who has free hours, who is booked to the fool capacity (time tracking target), and who is overbooked.

Team scheduling
Use drag and drop to move tasks to another day, or click on them to edit the assigned hours.

See how to manage project and team scheduling.

Step 6

Track project billable and non-billable hours

There needs to be transparency between you and your clients about the time spent on billable tasks (e.g. design, development) and non-billable tasks (e.g. meetings, error fixing), so everything you do on a project should be properly tracked.

Your team can track the hours they spend working on each project, with a:

Option 1: Time tracker

With the tracker, you can specify what tasks you are working on. The timer records the beginning and end of your activity, adding to your entries log after you enter a description of your work, the project, and the client.

The manual mode allows you to manually enter the start and end times of past, present, or future tasks.

Timer in Clockify
Works from any device (mobile, web, desktop).
Option 2: Timesheet

Timesheet summarizes the work done on each project. Your team can use timesheets to record daily or weekly work activities, and submit those timesheets for manager review.

Timesheet in Clockify
Works from any device (mobile, web, desktop).
Option 3: Auto tracker

The Auto tracker helps you keep track of how much time you spend on programs and web browsers while working on a desktop computer. Only you can see these records, and you can then choose which entries you want to transfer to Clockify web.

Auto-tracker in Clockify
Works on desktop applications (Windows, Linux, Mac).
Step 7

Record project expenses

Managing projects sometimes requires additional expenses not initially included in the budget.

Clockify lets you record whatever expense you might have during a project - fixed fees (e.g. day rates, retainers, overtime pay, etc.) or unit-based expenses (e.g. mileage, material, meals, etc.)

With expenses, you can:

Expense management in Clockify
Create expense categories, and add each expense with a photo of a receipt.

Expenses can be managed from the web or directly from a mobile app (Android iOS).

Step 8

Track progress

If you’ve entered time and budget estimates for your project, you will be able to track progress on it.

Based on your budget estimate, you will be able to see:

Track progress based on budget estimate
See project progress based on a budget estimate.

Based on your time estimate, you will be able to see:

Track progress based on time estimate
See project progress based on a time estimate.
Step 9

Forecast progress

Forecasting helps you visualize your project’s progress based on tracked and scheduled time.

If you, for example, schedule more hours than you estimated at the beginning, the forecasting feature will alert you that the project will go over the estimate by ‘x’ hours and the line would be displayed in red.

Forecast project progress
Use forecasting to plan ahead and adjust schedules.

You can use forecasting to adjust estimates or to adjust team schedules and reassign tasks.

Step 10

Chat with your team

To ensure a project is completed successfully, you need to make sure your team members stay connected. So, it’s safe to say that communication is a complete necessity for project management.

With Clockify, you get access to a free team communication app to:

Chat with your team for free
Once allowed, the Pumble widget will be in the downright corner. By clicking on it, you will be able to chat with your team directly from Clockify - or switch to a web or app version for better clarity.
Step 11

Customize project reports

Regular reporting gives you a clear overview of the overall performance of the project, whether you want to inform clients of the project's progress or scan through generated costs and profit.

Clockify offers a summary, detailed, and weekly reports which can display any date range you need, and filter the data by:

Summary report
The progress demonstrated in a summary report.

If you want to share reports with your clients, just click on a share button and set up a public link to a report where they can follow real-time updates on the project.

Share a link to reports
Share reports with a public link to keep everyone updated on real-time progress.
Step 12

Bill projects

When all work on the project is completed, you need to invoice your services, and Clockify lets you do that with customizable invoices.

Just import your billable entries and expenses, and your invoice will be ready for clients.

Besides that, here you can manage all the other invoicing information, such as your company and client information, issue and due dates. You can even add taxes and discounts.

Create invoices to bill clients
Bill your services with customizable invoices.

All your invoices will be in the invoice list so you can have an overview of their status (sent, paid, unsent, overdue).

Manage your invoices
A list of all invoices.

Manage projects with ease

With Clockify, you can choose from four different plans, each suitable for different projects and organizations of varying sizes.

We recommend the PRO plan as it has all the advanced features for successful project management.

See which plan might be the best option for your team.