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: #
- Acesse a Projetos page and click Criar novo projeto
- Dê um nome ao projeto
- Select an existing Cliente or create a new one by typing a name and clicking Create Client
- Escolha um Project color and set the Visibilidade (Public or Private)
- 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 #
- Vá para a página Projetos and click the três pontos next to the project
- 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 #
- Vá para a página Projetos and select Arquivado from the filter
- 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:
- Acesse a Projetos page and click on the project name
- Mude para a guia Project settings .
- 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: #
- Acesse a Clientes .
- 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: #
- Acesse a Projetos page and select the desired project
- Na aba Tarefas tab, enter the name of the task in the Add new task .
- Clique em Adicionar
- 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: #
- Create a project as usual
- Clique nos Project settings .
- 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.
- Click on the project you’d like to edit
- Acesse a Configurações .
- 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.