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Understanding and Using Projects

 

TL;DR: 

Use Projects in Time Doctor to group tasks by clients, departments, or business units. Assign them manually or through integrations. Admins can manage settings, including project access, archiving, and requiring project selection for tasks.

 

What Are Projects in Time Doctor?

Projects are optional structures used to organize tasks in Time Doctor. One project can contain multiple tasks; however, each task can belong to only one project.

Projects can represent:

  • Active work projects

  • Business areas

  • Departments

  • Different companies

  • Clients

  • Custom groupings

 

Adding and Editing Projects

Who Can Manage Projects?

By default, only administrators can add or edit projects. To allow managers to manage projects, go to Settings / Company Settings and adjust permissions. Once granted, managers will have full access to the Settings / Projects and Permanent Tasks page, including the ability to manage all users and projects.

How to Add Projects

Projects can be added via:

    • The Settings / Projects and Permanent Tasks page

    • The desktop app (while adding a new task)

How to Edit Projects

Projects can be edited only from the Settings / Projects and Permanent Tasks page. Editable fields include:

    • Project name

    • Assigned users (to track time or add tasks)

    • Project status (active or archived)

    • Permanent tasks

 

Projects and Permanent Tasks

To use permanent tasks, setting up a project is mandatory. Refer to the Permanent Tasks article for more information.

 

Requiring Projects for Tasks

By default, tasks do not require a project. To enforce project selection, go to Settings / Company Settings and enable the requirement for all users.

 

Default Project Access for New Users

Set default project access for new users under Settings / Company Settings. This ensures new users can begin tracking on the appropriate projects immediately without additional configuration.

 

Projects from Integrations

When Time Doctor is integrated with tools like Trello, Basecamp, or JIRA, their project data appears in a separate section of the Settings / Projects and Permanent Tasks page.

Integrated projects:

  • Cannot be added, edited, or deleted within Time Doctor

  • Must be managed from their respective external platforms

 

 

 

 

Should there be any inconsistencies or concerns regarding the article, contact support@timedoctor.com for prompt assistance.