Create & manage projects & clients for your team

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

Criar projetos #

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. Acesse a Projetos page and click Criar novo projeto
2. Dê um nome ao projeto
3. Select an existing Cliente or create a new one by typing a name and clicking Create Client
4. Escolha um Project color and set the Visibilidade (Public or Private)
5. Clique em Criar

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

Criar rapidamente #

When adding a time entry, click the + Projeto field, type the project name, and select Criar novo projeto.

Gerenciar projetos #

Arquivar projetos #

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

Steps to archive #

1. Vá para a página Projetos and click the três pontos next to the project
2. Selecionar Arquivar

Para restore an archived project, click the três pontos and select Restaurar.

Excluir projetos #

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. Vá para a página Projetos and select Arquivado from the filter
2. Clique no botão três pontos next to the project and select Excluir

Set project billable rates #

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

Steps to set a billable rate:

1. Acesse a Projetos page and click on the project name
2. Mude para a guia Project settings .
3. Set the Valor de faturação for the project

Criar clientes #

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

Steps to create a client: #

1. Acesse a Clientes .
2. Enter the client’s name and click Adicionar

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: #

1. Acesse a Projetos page and select the desired project
2. Na aba Tarefas tab, enter the name of the task in the Add new task . 
3. Clique em Adicionar
4. Set assignees, billability, rates and other details

Filtrar e classificar projetos #

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

Filter projects by Status (Active, Archived), Cliente, Usuário, e Billability.

Sort projects by clicking on Nome, Cliente, ou 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. Clique nos Project settings .
3. Selecionar Definir como modelo

Role permissions for Managers #

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

Perguntas frequentes #

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. Acesse a Configurações .
3. From here, you can make adjustments regarding:
   • Nome do projeto
   • 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 Tarefa tab of the Projeto .

How do I use project templates?  #

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

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

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