How do I manage projects?
Group activities into projects to organise time tracking
This article is for: Admin, Account owner
Projects let you group related activities — for example, work for a specific client or initiative. You'll find them in TimeTac under Activities & projects > Projects. From this page you can add new projects, duplicate existing ones, and archive projects that are finished.
Contents
Add a project
A project starts empty. After you add it, open it to add activities, assign members, and configure rates.
Follow these steps
- Navigate to Activities & projects > Projects.
- Click Add project.
- Enter a project name.
- Click Add.
Tip: Click on a project row in the list to open the project and start adding activities.
Duplicate a project
Duplicating copies the project structure and its activities, so you can quickly set up a similar project without recreating each activity.
Follow these steps
- Open the action menu on the project row.
- Click Duplicate.
- Use the link in the success message to open the new project, or find it in the list.
Archive or restore a project
Archive a project when the work is finished. Archived projects and their activities are hidden from time tracking pickers, but past time entries are kept.
Follow these steps
- Open the action menu on the project row.
- Click Archive to archive an active project, or Restore to bring back an archived one.
Info: You can also archive or restore a project from inside the project, in the Settings tab.
Filter the project list
Use the search field and the status filter to find a project quickly.
Follow these steps
- Navigate to Activities & projects > Projects.
- Type into the Search field to filter by project name.
- Click the Active filter button to switch between active and archived projects.
You now know how to manage projects in TimeTac.