In companies that do a lot of client work, everyone needs to track time. Then, managers can track how much time the company spends on each project, which is important for billing, payroll, and tracking profitability.
Clockify can show you:
- Time each team member spends on a project
- Activity of each team member
- Total time invested in a project
Here’s how you can set up Clockify so your team can track time.
Set up your workspace
- If you run a small company, one workspace is enough. But if you’re a bigger company, you can use multiple workspaces to keep things from mixing up (as each workspace has its own settings, members, time entries, and everything else). You can go to Workspaces and create a new workspace for each department or company subsidiary.
- Define user groups (eg. designers, managers) so you can assign whole teams to a project instead of adding each person one by one; so when someone arrives/leaves, you can just add/remove them from the user group instead of going through each and every project.
- Define tags so people can categorize time entries with the type of activity they’re doing. Then, you can run reports and filter by tag if you want to know how much time activities take.
- Add clients. If you’re not in a client business, you can use this for something else (eg. some activity) to make categorization easier as all time entries are categorized by client and project, where a project can have one client but a client can have multiple projects.
Invite your team
- Invite users by going to Team section, entering emails for each team member, and adding them. Then, they’ll get an email with an invitation to your workspace. But before they can accept it, they’ll need to sign up and create a Clockify account (the email with which they create an account and the email you used to invite them need to be the same). Once they have their own Clockify account, they’ll get a notification, asking them to join your workspace. Once they accept, they can switch workspaces and start tracking time.
- Set who is belongs to what team in the Team section. A person can be in multiple teams or in none. You can also set personal hourly rates if you charge clients different rates, depending on who works on what (eg. a senior developer might have a higher rate than a junior).
Set up projects so people can track time
- Create a project, assign client, and add tasks (and assign people to them if needed) so people can track time against projects and tasks.
- Add team members to private project. Everyone can access public projects, but if they’re private, users have to be manually assigned. You can add individual members one by one, or in bulk via groups.
- Now that all is set up, your team can start tracking time. They can start a timer or add time manually at the end of the day. To each time entry, they should add a project/task, billability status, and describe what they’re working on in one short sentence. They can also add tags if you have some specific workflow for organizing data (e.g. use tags to describe type of activity).
- To invoice your clients at the end of the month: go to Summary report, filter out by client and billability, select “This Month” for the time period, group time entries by project and subgroup by task (or time entry), and export the results. Or, if your client wants to check how much time you’ve worked at any point, share the report by saving the report and sending the link to your client so they can generate reports on-the-fly.
- You and your team can use the Detailed report to see time entries that miss data, eg. entries that are missing description or a project, and fill the missing data. This will make your reports much more accurate. You can filter entries (just like in Summary report), the only difference is that you can directly edit time entries in the Detailed report (while in Summary report you can just view and group them).