Projects - What they are & how to use them
Projects are an optional way to organize your Time Doctor tasks. Once you've added projects to your Time Doctor account, you and your employees will be able to choose a project for each task that you work on.
One project can contain many tasks, but each task can be a part of only one project.
What to use projects for?
You may want to use projects to represent:
a) Actual projects that you're working on
b) Areas of your business
d) Different businesses
e) Your clients
f) Anything else you can think of
Adding & editing projects
Who can add & edit projects?
By default, only admins are able to add or edit projects. Admins can visit their Company Settings page to give managers the ability to add & edit projects also. When managers are given the ability to add & edit projects, those managers will have FULL access to the Projects Settings page.
They will be able to view and edit all users and projects on the Projects Settings page (including users who they do not manage, and projects that they're not a part of themselves).
Learn more about user access levels (admin, manager, regular user).
You can ADD new projects on:
- The Projects and Permanent Tasks page, or
- Through the desktop app when adding a new task.
You can EDIT existing projects only on the Projects and Permanent Tasks page. The aspects of a projects that you can edit are:
- Project name
- Which users have access to the project (i.e. whether they can add tasks & track time to the project)
- Whether the project is active or archived
- Permanent tasks
Projects & Permanent Tasks
You'll need to set up projects if you want to use permanent tasks in Time Doctor.
You can learn more about permanent tasks here.
How to require a project for every task?
By default, users are able to add tasks to Time Doctor without any associated project.
On their Company Settings page, Admins can require users to select a project for every task.
Default project settings for new users
You can choose which projects new users that you add to your Time Doctor account will have access to by default. This will save you from having to remember to adjust the projects separately for each new user that you add to your account. You can choose the default projects on your Company Settings page.
Projects from Integrations
If you've integrated your Time Doctor account with any other software (Trello, Basecamp, JIRA, etc) you will see the projects from the other software on your Projects and Permanent Tasks page. The projects from integrations will be listed in a separate section of the page below your Time Doctor projects. To avoid conflicts, projects from integrations can't be added, edited, or removed through the Time Doctor interface - they can only be added/edited/removed in the integrated software.
For questions, comments or feedback regarding this topic, please send an email to firstname.lastname@example.org.