Product / Knowledge Base / 8. Projects, Clients, and Tasks

8. Projects, Clients, and Tasks

User & Administration Guide — Version 1.0.16.0

Guide summary

Master data for time tracking and billing under Project Management in the sidebar.

On this page

8.1 Clients

Customer or internal client records used by projects and billing.

Clients list
Clients — customer records for projects and invoices.

8.2 Projects

Billable engagements linked to a client. Set budget, dates, approver, and default rate. Time entries reference projects.

Projects list
Projects — billable work linked to clients with budgets and approvers.

8.3 Tasks

Work items within a project. Assign team members; time can be booked at task level.

Tasks list
Tasks — granular work items within projects.