Administration
Under the administration, there are three or four options namely clients, projects, tasks, and activities (optional).
Clients
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Admin can add client’s information over here. You can add the information through the add button. Use the Add Bulk option to add multiple clients’ information through the download sample file.
You can edit, delete and disable the client information through the edit icon, delete icon, and achieve icon respectively located on the right side in the action column.
To delete multiple items, select your desired item and click on the bulk delete tab.
Projects
Admin can add or create projects and add team members over here. Can add a project through the add button. Use the Bulk project option to add multiple project information through the download sample file.
You can edit, delete and disable the client information through the edit icon, delete icon, and achieve icon respectively located on the right side in the action column.
In order to delete the multiple items. Select your desired items and click on the bulk delete tab.
Tasks
Over here, the admin, program manager, and project manager can add tasks for the projects and assign them to the users. Use Add button to add a single task and use Add Bulk button to add multiple tasks. Can add global tasks through the global tasks button.
Global tasks are available to all the users and can use to track the hours in the weekly timesheet.
In case the task is closed, such tasks are not available to track the time in the weekly timesheet. To reopen the task, select the task and click on Reopen button.
