| How do I create a new client? |
Click on Clients in the top menu
Click on the New client link at the bottom of the listing
Enter data as appropriate
Click Save
| How is the client email used? |
| How do I create a new user? |
Click on Users in the top menu
Click on the New user link at the right of the heading
Enter data as appropriate
Click Save
| How do I adjust permissions for a user? |
| How is an administrator user different from a non-administrator user? |
| How do I create a new project? |
| How to archive a project? |
Click on Overview>Project tab
Click on the edit project icon next to its name
in the new window, click on the “Complete Project” link.
| How to revert an archived project? |
Click on Overview>Project tab
in the upper right corner, click on the # completed projects link, then click on Revert next to the chosen project.
Please refer to Getting Started document which describes
milestones…
| How do I create a new milestone? |
Edit the relevant project
Click on the New Milestone link
Enter data as appropriate
Click Save
| How do I edit a milestone? |
| How do I create a new task? |
Use the Overview, Browse, Reports, or Timeline screens to find the appropriate task
Click on the title of the task
| How do I make a task repeat/recur? |
Instead of entering a specific date (e.g. mm/dd/yyyy), enter a phrase. Here are some examples:
every day
every thursday
every last friday
every 14 days
every 3rd monday
every 3rd monday of june
You can't actually delete a task, but you can delete a Project. Create a project called Delete, and put any tasks you want deleted into that project and as necessary delete the project. I do this monthly.
| How do I stop all emails notifications? |
Change the notification to off.
You can still send a notification by checking Send Notification on any form you want to send an email on.
| How do I remove time from a task? |
You can subtract time using the Add Earlier Work button.
| How do I create a folder? |
Click on Files in the top menu bar
Click the New Folder link to the right in the heading area
Select which project you want the folder to be affiliated with
Type the name you want for the new folder
Click the Create button
Click on Files in the top menu bar
Option 1: in root directory
Click the New File link to the right in the heading area
Select which project you want the file to be affiliated with (this will determine permissions for the file)
Type the name you want for the new file
Click the Browse button and find the file you want to upload
Click the Upload button
Option 2: in an existing folder
Navigate to the folder you want to place the file inside of (this will determine permissions for the file)
Click the New File link to the right in the heading area
Type the name you want for the new file
Click the Browse button and find the file you want to upload
Click the Upload button
| I need to track hours explicitly by hour/minutes, instead of with day shorthands. Changing the Workday length field does not help me. |
| What is the avatar and how is it used in ClockingIT? |
The avatar is a 25 pixel by 25 pixel image that each user can upload. This image is displayed next to items assigned to that user – providing a quick visual marker indicating the user's personal responsibilities. A default avatar is provided.
The administrator/owner of an account cannot adjust the avatar for other users. The user must be logged in themselves to adjust the avatar.
| What is the custom logo and how is it used in ClockingIT? |
The custom logo
