Managing Projects & Assignments
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In actiTIME, the top and middle levels of the work structure are called Customers and Projects, respectively. You can also set up custom names in the Settings > General Settings interface.
Customers and projects are a good way to group tasks together, see aggregated data on reports, and track projects’ progress and profitability.
The Tasks tab is the main interface where you can see and manage customers and projects available to you. They are displayed in the left panel of the screen.
Your available work scope can be broken down into two types:
From the left panel, you can:
In the Tasks tab, press the “+ Add New” button to create a new customer or project. You can speed up the setup of the work structure using various options.
When creating new customers, you can:
When creating new projects, you can:
You can also create customers and projects in bulk using the option to Import Tasks from CSV.
To review and edit an existing customer or project, find it in the left panel of the Tasks tab and click on the cog icon next to it.
A settings panel will open where you can review and edit the following information:
When a customer is flagged as archived, all its projects get archived too. All open tasks of archived customers and projects are automatically completed.
The data of the archived customers and projects remain in the system, but time can no longer be tracked for their tasks.
You can reopen an archived project or customer at any time.
In addition to this information, you will also see:
Time totals for a project or a customer are also shown. You can see more time-track details by specific tasks in the task list on the right side of the interface.
“Actions” menu contains the following options:
Be careful when deleting customers and projects. This action cannot be undone.
When you delete a project with tasks and reported time-track, all this information is deleted permanently. After deletion it will no longer be available in the system reports.