Adding and assigning projects in Workstatus

Projects are used to organize the work your team will track their time against. Under each project, to-dos or tasks are assigned to specific members. You can also link clients to projects so you can bill the time logged to a specific project for that client.

Roles and Permissions:

Organization Owner/Manager :
They can Add projects, View Projects and Edit Project.

Delivery Head :
They can Add projects, View Projects and Edit Project.

Project Manager (User) :
They can't Add project. They can edit and view only assigned project.

User :
They can't Add projects and Edit Projects. They can view only assigned Project.

Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/

For example, your company might be tracking time for the marketing department. In this scenario, the project would be Marketing, and the To-dos associated could be Facebook ads, Scheduling Instagram posts, etc.

If you are a web-focused agency you may have several clients with website properties to track time for. In this scenario, you could break down your projects like this. www.site1.com, www.site2.com, www.site3.com
. The To-dos would then be more focused on completing specific tasks associated with that website, e.g. Redesign the front page, fix CSS in section A, etc.

Table of Contents

How to create a project?
How to edit project roles from the Projects section?
Projects on the tracking client

How to create a project?

STEP 1

Select Projects from the main navigation menu.

STEP 2

Click New project button.

STEP 3

When you click on add project then add project drawer will open and following fields are there : Basic Information And Define Workflow

Basic Information contains Name , Description ,Members and Billable and Define Workflow contains Define your workflow & Customize defaults for Starter

Click “Save” to finalize the project.

Edit project roles from the Projects section

STEP 1

Select Projects from the main navigation menu.

STEP 2

Click on the [ ⋮ ] button on the right side of the project you wish to edit and then click on the “Edit project” option.

STEP 3

You can edit Project name, Manager, Project Assignees and Project status

Click “Save” to finalize the project.

Projects on the tracking client

Once your team members are assigned to projects, they will appear in their tracking clients. Projects will appear in the highlighted section of the desktop tracker as shown below. The user can simply click on the name of the project to select it, then press the Start button to begin tracking their time.

Please note, team members must be assigned as, either a User or Manager, to be able to track time against projects.

Updated on: 12/12/2024