Create & manage projects & clients for your team
Learn how to create, manage, and organize projects and clients in Clockify.
Crear proyectos #
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: #
- Ve a la Proyectos page and click Crear nuevo proyecto
- Nombra el proyecto
- Select an existing Cliente or create a new one by typing a name and clicking Create Client
- Selecciona un Project color and set the Visibilidad (Public or Private)
- Haz clic en Crear
Once created, you can assign tasks and start tracking time for the project.
Crear rápidamente #
When adding a time entry, click the +Proyecto field, type the project name, and select Crear nuevo proyecto.
Gestionar proyectos #
Archivar proyectos #
Once a project is completed, you can archivar it to keep it out of the way during time tracking. Archived projects remain in reports.
Steps to archive #
- Ve a Proyectos and click the tres puntos next to the project
- Selecciona Archivar
Para restore an archived project, click the tres puntos and select Restaurar.
Eliminar proyectos #
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 #
- Ve a Proyectos and select Archivado from the filter
- Haz clic en tres puntos next to the project and select Eliminar
Set project billable rates #
You can set a tarifa facturable for each project, which applies to all time entries associated with that project.
Steps to set a billable rate:
- Ve a la Proyectos page and click on the project name
- Switch to the Project settings pestaña
- Set the Tarifa facturable for the project
Crear clientes #
Clients are necessary to link to projects, though they can exist without a project.
Steps to create a client: #
- Ve a la Clientes página
- Enter the client’s name and click Añade
As a Gerente, you can create clients when creating a project, but you won’t have access to the Clientes 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: #
- Ve a la Proyectos page and select the desired project
- En la pestaña Tareas tab, enter the name of the task in the Add new task campo
- Haz clic en Añade
- Set assignees, billability, rates and other details
Filtrar y ordenar proyectos #
With many projects, filters and sorting options help you stay organized.
Filter projects by Estado (Active, Archived), Cliente, Usuario, y Billability.
Sort projects by clicking on Nombre, Cliente, o Estado 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: #
- Create a project as usual
- Haz clic en el Project settings pestaña
- Selecciona Establecer como plantilla
Role permissions for Managers #
As a Gerente de proyecto, 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 Gerente de equipo, you have similar permissions but without the ability to manage project settings like billable rates or templates.
Preguntas más frecuentes #
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.
- Click on the project you’d like to edit
- Ve a la Configuración pestaña
- From here, you can make adjustments regarding:
- El nombre del proyecto
- 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 Tarea tab of the Proyecto página.
How do I use project templates? #
To create a template, set an existing project as a template under the Configuración pestaña.
Can I assign different billable rates to different users in the same project? #
Yes, billable rates can be set per project member within the Access tab of the project.