Create & manage projects & clients for your team

Learn how to create, manage, and organize projects and clients in Clockify.

Projekte erstellen #

Projects help categorize and track time entries for specific tasks. Each project is typically assigned to a client, though you can create clientless projects for internal use.

Steps to create a project: #

1. Gehe zur Registerkarte Projekte page and click "Neues Projekt erstellen"
2. Das Projekt benennen
3. Select an existing Kunde or create a new one by typing a name and clicking Create Client
4. Choose a Project color and set the Sichtbarkeit (Public or Private)
5. Klicke auf Erstellen

Once created, you can assign tasks and start tracking time for the project.

Schnelles Erstellen #

When adding a time entry, click the +Projekt field, type the project name, and select "Neues Projekt erstellen".

Projekte verwalten #

Projekte archivieren #

Once a project is completed, you can archivieren it to keep it out of the way during time tracking. Archived projects remain in reports.

Steps to archive #

1. Gehe zu Projekte and click the die drei Punkte next to the project
2. Wählen Archivieren

Um einen Benutzer zu restore an archived project, click the die drei Punkte and select “Wiederherstellen”.

Projekte löschen #

Projects can only be deleted once archived. Be aware that deleting a project removes it from time entries but leaves the time data intact.

Steps to delete #

1. Gehe zu Projekte and select Archiviert from the filter
2. Klicke auf die drei Punkte next to the project and select Löschen

Set project billable rates #

You can set a abrechenbaren Satz for each project, which applies to all time entries associated with that project.

Steps to set a billable rate:

1. Gehe zur Registerkarte Projekte page and click on the project name
2. Wechsle zur Project settings -Registerkarte
3. Set the Abrechnungssatz for the project

Kunden erstellen #

Clients are necessary to link to projects, though they can exist without a project.

Steps to create a client: #

1. Gehe zur Registerkarte Kunden gehen
2. Enter the client’s name and click Hinzufügen

As a Manager, you can create clients when creating a project, but you won’t have access to the Kunden page unless you’re an Admin.

Assign tasks to projects #

Tasks help you break down the work within a project. You can add new tasks, assign them to users, and set deadlines.

Steps to add a task: #

1. Gehe zur Registerkarte Projekte page and select the desired project
2. Im Abschnitt Aufgaben tab, enter the name of the task in the Add new task klicken 
3. Klicke auf Hinzufügen
4. Set assignees, billability, rates and other details

Projekte filtern und sortieren #

With many projects, filters and sorting options help you stay organized.

Filter projects by Status (Active, Archived), Kunde, Benutzer, und Billability.

Sort projects by clicking on Namen, Kunde, oder Status to sort projects alphabetically.

Set project templates #

If you manage multiple similar projects, creating a template can save you time. Templates pre-define settings like billable rates, tasks, and estimates.

Steps to set a project template: #

1. Create a project as usual
2. Klicke auf das Symbol Project settings -Registerkarte
3. Wählen Set as template

Role permissions for Managers #

As a Projektmanager, you can:

• Create, edit, archive, and restore projects
• Add and modify tasks, assign them, and track progress
• Change project visibility (public/private)
• Add/remove members from projects
• Set billable rates for projects and tasks

As a Teammanager, you have similar permissions but without the ability to manage project settings like billable rates or templates.

Häufig gestellte Fragen (FAQ) #

Can I create a project without a client?  #

Yes, you can create a project without a client, though most projects will likely be assigned to one.

Can I edit project details after creation?  #

Yes, you can change project names, clients, and settings anytime. 

1. Click on the project you’d like to edit  
2. Gehe zur Registerkarte Einstellungen -Registerkarte
3. From here, you can make adjustments regarding:
   • Projektnamen
   • Change client or project color
   • Set up billability or project rate
   • Set up project estimate
   • Add any additional fields that would help you track time more efficiently

Can I delete a project right after creating it?  #

No, projects can only be deleted after being archived.

How do I add tasks to a project?  #

Tasks can be added directly in the Aufgabe tab of the Projekt nicht sehen.

How do I use project templates?  #

To create a template, set an existing project as a template under the Einstellungen angezeigt.

Can I assign different billable rates to different users in the same project?  #

Yes, billable rates can be set per project member within the Zugriff tab of the project.