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Documentation

Projects & Clients

Projects Overview

Projects organize your work and clients in one place. Access via the Projects link in the sidebar.

Creating Projects

Add new projects with a name, client association, and color. Projects become available as buckets for time tracking.

Project Dashboard

View all projects with time totals, recent activity, and quick actions. See which projects need attention.

Archiving Projects

Complete projects can be archived. They remain in history but don't clutter your active project list.

Client Management

Track clients separately from projects. One client can have multiple projects over time.

Adding Clients

Create client records with name, contact info, and notes. Associate projects and contacts with clients.

Client Time Totals

See total time spent across all projects for a client. Useful for retainer tracking and relationship analysis.

Client History

View all meetings, projects, and interactions with a client in one timeline.

Project Time Tracking

Every time entry links to a project or bucket. This connects your calendar to your profitability.

Automatic Tracking

When you assign a calendar event to a project bucket, that time automatically logs when the event passes.

Manual Timer Tracking

For unscheduled work, use the stopwatch with your project selected. Time logs to the project when you stop.

Project Budgets

Set hour budgets for projects. Track actual vs. budgeted time to stay profitable on fixed-fee work.