Projects Overview

Projects are a great way to organize tasks. Creating projects lets you monitor how much time was spent by your team on a specific project so you can easily generate reports against them so you can stay on top of project budgets.

After creating an organization, the first thing you will need to do is create projects and assign them to your team members, or yourself. Your team won’t be able to track any time unless they are assigned to a project, so this step is very important.

Don’t worry, creating projects within Workstatus is simple. Click on a section below to learn more about what projects can do for you:

Table of Contents

Creating projects
Edit project roles from the Projects section
How projects appear on the tracking client?
Change the project name
Change Status of Project
Archiving projects
Restoring archived projects

Creating Projects

STEP 1

Select Projects from the main navigation menu.

STEP 2

Click Add new project.

STEP 3

Next, choose a name for your project and select the relevant members for different roles.

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

Update roles and click “Save” to finalize the changes.

How projects appear 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 project’s name to select it and then press the Start button to track their time.

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

Change the Project Name

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

Update project name and click “Save ” to finalize the changes.

Change Project Status

STEP 1

Select Projects from the main navigation menu.

STEP 2

Click on the Status button on the right side of the project you wish to edit, and then select the % to mark as per your requirement.

Archiving projects

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 archive, and then click on the “Archive project” option.

STEP 3

A pop-up notification will appear. Select Yes to confirm you wish to archive the project.

Restoring archived projects

STEP 1

Select Projects from the main navigation menu.

STEP 2

Click on the Archived tab.

STEP 3

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

Updated on: 03/04/2023