Productivity

Productivity is where you plan and deliver client work: projects, the tasks inside them, the time your team spends and what that time earns. Find it under Productivity in the sidebar: Projects, Tasks, Time Tracking, Timesheets and Capacity.

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1. Create a project for a client.
2. Add tasks and assign them.
3. Track your time.

Everything in ProductivityCopy Anchor Link

Projects

• Run a project: the project page, team, status updates, milestones and closing out.
• Time and billing on a project: what is ready to bill, invoices, budget and profit.
• Share project work with clients: choose which tasks, comments and files clients see in their portal.
• Get client approvals on deliverables.

Tasks

• Tasks: list, board, calendar and timeline views, filters and quick edits.
• Create tasks, on their own or from a template.
• Work on a task: comments, subtasks, blockers and files.
• Recurring tasks and client requests.

Time and capacity

• Track your time with a timer or by hand.
• Submit and approve timesheets.
• Profit, utilization and capacity: cost rates, project profit and who has room for more work.

Tasks assigned to you, mentions, tasks coming due and timesheets waiting for your approval also show up in your Inbox.