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Workspace Management
Workspace Management
+1
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