Tutorial: Time Tracking and Reporting in Teamwork

Table of Contents

Introduction

Time tracking and reporting is an important aspect of project management. In Teamwork, you can easily track time spent on tasks and generate reports to monitor progress and ensure project success. This tutorial will guide you through the process of time tracking and reporting in Teamwork. Follow the microsteps and step-by-step instructions below to get started.

Step 1: Set up time tracking

1.1 Navigate to the “Settings” tab and select “Time Tracking”.
1.2 Choose your preferred time tracking method: timer or manual entry.
1.3 Set the default billable status for tasks.
1.4 Assign time tracking permissions to team members.

Step 2: Track time on tasks

2.1 Select the task you want to track time for.
2.2 Use the timer or manual entry to record time spent on the task.
2.3 Use the billable toggle to indicate if the time is billable or non-billable.
2.4 Add a description or comment to provide context for the time entry.

Step 3: Review time entries

3.1 Navigate to the “Time” tab to view all time entries.
3.2 Filter time entries by date range, project, task, user, or billable status.
3.3 Use the “Edit” button to update time entries.
3.4 Use the “Delete” button to remove time entries.

Step 4: Generate time reports

4.1 Navigate to the “Reports” tab and select “Time”.
4.2 Choose your preferred report type: summary, detailed, or team.
4.3 Customize report settings, such as date range, task or project filters, and grouping.
4.4 Export or share reports with team members or external parties.

Step 5: Use budget tracking

5.1 Navigate to the “Settings” tab and select “Billing”.
5.2 Set the project budget and billing rate.
5.3 Monitor budget progress in the “Budget” tab.
5.4 Use time reports to track billable hours and invoice clients.

Conclusion

Teamwork’s time tracking and reporting features can greatly improve your team’s productivity and organization. By following this tutorial and its microsteps, you can set up and use Teamwork’s features to track time spent on tasks, review time entries, generate time reports, and monitor budget progress. Remember to regularly track time on tasks, review time entries, and use time reports to monitor progress and ensure project success. With Teamwork’s powerful time tracking and reporting features, your team can work more efficiently and effectively towards achieving project success.