On-Boarding Common Questions
On-Boarding Common Questions
Please follow links to the respective question to know in detail.
How to setup organization
https://support.workstatus.io/en/article/how-do-i-set-up-an-organization-5poltl/
How to add user :
a) https://support.workstatus.io/en/article/members-and-invites-overview-fk5hi7/
b) https://support.workstatus.io/en/article/can-workstatus-be-run-without-a-user-knowing-it-1lhy335/
How to add & assign projects to user
https://support.workstatus.io/en/article/adding-and-assigning-projects-in-workstatus-1yhc66i/
How should user download & install the app (Windows / Mac / Linux)
Please follow below respective link:
Windows: https://support.workstatus.io/en/article/install-and-sign-in-into-windows-desktop-client-1xfyyhv/
Linux: https://support.workstatus.io/en/article/install-and-sign-in-into-linux-desktop-client-10cba3e/
MAC: https://support.workstatus.io/en/article/install-and-sign-into-workstatus-mac-desktop-client-19x5isg/
How should user login & start the timer on app (Windows / Mac / Linux)
Available on Windows, MAC & Linux.
Desktop apps are our full-featured apps, where users can record time, keyboard/mouse activity, screenshots, apps, and URLs. For help in installing the client on
your machine, click on the links below:
Windows client
OSX client
Linux Desktop Client
Play Button – starts tracking time (when pressed without selecting a project/task will record on the last project set). Members are in control of when time is being tracked and activity data being gathered.
Timer – will run as soon as any play buttons are pressed. Resets every midnight based on the user’s local timezone.
Add Note Button – users can add work notes while tracking time.
Current Status –
Active Project/Task – shows which project/to-do is currently being tracked.
Weekly Limits – this shows how much of your weekly limit has been consumed.
Total Worked Time – shows the total time tracked for the day.
Project Search Bar – type in a project name to search for projects easily.
Organization Name
Project Name – track time directly to projects when the play button is pressed.
Refresh Button and Status – shows the date and time the app last updated data from the server. Pressing the refresh button will force tasks and activities to sync.
Compact Mode – switches the app to a smaller size.
Toggle Task List – shows/hides the tasks pane.
Settings Menu – shows available settings such as show/hide timer, error reporting, sign out, quit, and app preferences.
To-dos Filter – filters tasks and task lists.
Show Completed – place a checkmark to include completed to-dos on the task’s pane.
Search Tasks – type the task name to find to-dos easily.
Create a Task – create tasks/to-dos on the fly. Note: when projects are integrated, this option will not be available.
To-Do – click the play button next to the to-do name to track time to the to-do.
Complete Button – marks the to-do as completed. Once completed time tracking will no longer be available on the task.
Here are the instructions on how to start tracking time using the desktop timer:
STEP 1
Once Desktop app is installed in PC, next step is to Login - Login Page will prompt on screen >> Enter your Workstatus Credentials.
Windows:
MAC:
Linux:
You can track time directly next to the project name, or the to-do/task within that project. Once tracking starts, a live ticker will count the seconds, minutes, and hours you have worked in real-time.
The app uploads data to the dashboard every ~10 minutes depending on your connection speed.
STEP 2
To stop tracking time, click any of the stop buttons on the main timer, the project name or the to-do name.
Please follow following link for details information: https://support.workstatus.io/en/article/overview-of-time-tracker-apps-10z7qzb/
How should user check timer running on project / todo be seen on web app in timesheet section
If a user is running timer on a todo, it will be view in the view timesheet >> select user name from drop down>> Under column Project details- we can see highlighted section.
Here it shows Project name(MISC TASK) & Todo name - MISC TASK .
Similarly - In Module Activity >> Screenshots >>we can see the screenshot captures of Project/ToDo ran.
Please follow following link for details information:
Timesheet : https://support.workstatus.io/en/article/how-to-view-startstop-times-on-the-timesheets-page-1ci6okj/
Activity: https://support.workstatus.io/en/article/activity-tracking-overview-1ntsi5m/
Please follow links to the respective question to know in detail.
How to setup organization
https://support.workstatus.io/en/article/how-do-i-set-up-an-organization-5poltl/
How to add user :
a) https://support.workstatus.io/en/article/members-and-invites-overview-fk5hi7/
b) https://support.workstatus.io/en/article/can-workstatus-be-run-without-a-user-knowing-it-1lhy335/
How to add & assign projects to user
https://support.workstatus.io/en/article/adding-and-assigning-projects-in-workstatus-1yhc66i/
How should user download & install the app (Windows / Mac / Linux)
Please follow below respective link:
Windows: https://support.workstatus.io/en/article/install-and-sign-in-into-windows-desktop-client-1xfyyhv/
Linux: https://support.workstatus.io/en/article/install-and-sign-in-into-linux-desktop-client-10cba3e/
MAC: https://support.workstatus.io/en/article/install-and-sign-into-workstatus-mac-desktop-client-19x5isg/
How should user login & start the timer on app (Windows / Mac / Linux)
Desktop Tracker
Available on Windows, MAC & Linux.
Desktop apps are our full-featured apps, where users can record time, keyboard/mouse activity, screenshots, apps, and URLs. For help in installing the client on
your machine, click on the links below:
Windows client
OSX client
Linux Desktop Client
Workstatus’s desktop tracker offers our full suite of features:
Play Button – starts tracking time (when pressed without selecting a project/task will record on the last project set). Members are in control of when time is being tracked and activity data being gathered.
Timer – will run as soon as any play buttons are pressed. Resets every midnight based on the user’s local timezone.
Add Note Button – users can add work notes while tracking time.
Current Status –
Active Project/Task – shows which project/to-do is currently being tracked.
Weekly Limits – this shows how much of your weekly limit has been consumed.
Total Worked Time – shows the total time tracked for the day.
Project Search Bar – type in a project name to search for projects easily.
Organization Name
Project Name – track time directly to projects when the play button is pressed.
Refresh Button and Status – shows the date and time the app last updated data from the server. Pressing the refresh button will force tasks and activities to sync.
Compact Mode – switches the app to a smaller size.
Toggle Task List – shows/hides the tasks pane.
Settings Menu – shows available settings such as show/hide timer, error reporting, sign out, quit, and app preferences.
To-dos Filter – filters tasks and task lists.
Show Completed – place a checkmark to include completed to-dos on the task’s pane.
Search Tasks – type the task name to find to-dos easily.
Create a Task – create tasks/to-dos on the fly. Note: when projects are integrated, this option will not be available.
To-Do – click the play button next to the to-do name to track time to the to-do.
Complete Button – marks the to-do as completed. Once completed time tracking will no longer be available on the task.
Here are the instructions on how to start tracking time using the desktop timer:
STEP 1
Once Desktop app is installed in PC, next step is to Login - Login Page will prompt on screen >> Enter your Workstatus Credentials.
Windows:
MAC:
Linux:
You can track time directly next to the project name, or the to-do/task within that project. Once tracking starts, a live ticker will count the seconds, minutes, and hours you have worked in real-time.
The app uploads data to the dashboard every ~10 minutes depending on your connection speed.
STEP 2
To stop tracking time, click any of the stop buttons on the main timer, the project name or the to-do name.
Please follow following link for details information: https://support.workstatus.io/en/article/overview-of-time-tracker-apps-10z7qzb/
How should user check timer running on project / todo be seen on web app in timesheet section
If a user is running timer on a todo, it will be view in the view timesheet >> select user name from drop down>> Under column Project details- we can see highlighted section.
Here it shows Project name(MISC TASK) & Todo name - MISC TASK .
Similarly - In Module Activity >> Screenshots >>we can see the screenshot captures of Project/ToDo ran.
Please follow following link for details information:
Timesheet : https://support.workstatus.io/en/article/how-to-view-startstop-times-on-the-timesheets-page-1ci6okj/
Activity: https://support.workstatus.io/en/article/activity-tracking-overview-1ntsi5m/
Updated on: 30/05/2023
Thank you!