Workspace Management

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17 articles in this collection
Written by Eric Tulle, Diego Wyllie, Julia Chulman and 1 other

Team, roles & permissions

Learn how to manage your team, invites and permissions.

Written by Julia Chulman
Updated over a week ago

Custom fields

Add extra details to your tasks, projects, clients, users and time entries with custom fields.

Written by Julia Chulman
Updated over a week ago

Client Database

Manage and store your client's relevant information.

Written by Julia Chulman
Updated over a week ago

Employee Database

Manage and store your team's relevant information.

Written by Julia Chulman
Updated over a week ago

Tracking Policies

Learn how to use Policies to make sure your data is always accurate and consistent according to your own rules.

Written by Diego Wyllie
Updated over a week ago

Add-ons

Money Mode

Learn how to activate money mode to set-up billable projects and tasks.

Written by Julia Chulman
Updated over a week ago

Add-on: Timecards

Learn how to activate Timecards to automatically generate clock-in/out reports.

Written by Anto Sarmiento
Updated over a week ago

Add-ons

Discover and take advantage of all our available add-ons and apps.

Written by Julia Chulman
Updated over a week ago

Audit Trail

Get a record of all events and changes made in your account by employee in a given period of time.

Written by Julia Chulman
Updated over a week ago

Settings

Workspace settings

How to change company name, your default currency and more.

Written by Eric Tulle
Updated over a week ago

Working in multiple workspaces

Switch between different company accounts with ease.

Written by Diego Wyllie
Updated over a week ago

Profile & Settings

How to change your user name, picture, password, email address and more.

Written by Julia Chulman
Updated over a week ago

Notifications

Manage in-app and email notifications that help you stay on track.

Written by Julia Chulman
Updated over a week ago

Recover your password

How to request a new password in case you forgot yours.

Written by Diego Wyllie
Updated over a week ago

Data management

Import your timesheets

Learn how to import your timesheets when migrating to TrackingTime.

Written by Eric Tulle
Updated over a week ago

Import your projects

Learn how to import all your projects and tasks from a spreadsheet into TrackingTime.

Written by Julia Chulman
Updated over a week ago

Backup your account data

Backup and export your account data to keep it stored outside TrackingTime for compliance and audit purposes.

Written by Julia Chulman
Updated over a week ago