Setting up projects and tasks

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
Archiving projects
Restoring archived projects

Creating Projects

STEP 1

Select Projects from the main navigation menu.



STEP 2

Click Add project.



STEP 3

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

Click “Add new project” 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.



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.



How do I add To-dos in Workstatus

“To-dos” can be assigned to team members to track time on a specific part of an overall “Project” in Workstatus. Time tracked to to-dos can be viewed in reports to know how much time was spent on each to-do.



A to-do assigned to a team member on the Workstatus time tracker.

Table of Contents

Simple To-dos on the Web

Adding a To-do
Editing a To-do
Deleting a To-do

Simple To-dos on the Workstatus Application

Adding a To-do through the desktop application

Adding a To-do through the web

Our built-in simple To-dos feature allows you to create, edit, or delete a task from the To-dos page and from the desktop app.

Follow these steps to add a To-do from the web dashboard:

STEP 1

Navigate to To-dos on the sidebar.



STEP 2

Click on Add To-dos button.



STEP 3

Enter the To-do name, then select the project and then assign it to a member, then hit Add to-do.



STEP 4

You’ll see the to-do assigned to your team members in the list of to-dos.



Your team member will also see the to-do assigned to them on the timer.

Editing a To-do through the web

STEP 1

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



STEP 2

Edit the information for your To-do and click Save.



Deleting a To-do from the web

Click on the [ ⋮ ] button on the right side of the todo you wish to delete and then click on the “Delete To-Do” option.



Adding a To-do through the desktop app

STEP 1

Open the desktop app and log in.



STEP 2

Select To-Do and click Add to-do button.



STEP 3

Enter all details and click Add to do button.

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