Adding and assigning projects in Workstatus
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. 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, SchedulingSome readersChange user permissions on a project
Change user permissions on a project Organization owners and managers can manage per-project level access to ensure their team can only access specific information within different 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 edit and then click on the “Edit project” option.Some readersProjects Overview
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 importantSome readersHow do I add Clients to a Project?
How do I add Clients to a Project? You can assign multiple clients to your projects with Workstatus. This makes it easy for organization owners to manage clients. Please note, before you can link projects to your clients you will need to add them to Workstatus. How to add clients to new projects? How to add clients to existing projects? How to remove clients from projects? How to add clients to new projects? STEP 1 Select Projects from the main navigation menu.Few readersSetting up projects and tasks
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 veFew readersCan I add time for two projects during the same timespan?
Can I add time for two projects during the same timespan? Add Time for Two Projects at the Same Time QUESTION: Is it possible to add time for two projects during the same timespan? ANSWER: No, Workstatus will only allow you to work on one project during the same 10-minute interval. If you add manual time at the same block of time you have tracked automatically, the Workstatus will not allow for the same. (https://storage.crisp.chat/users/helpdesk/website/f3e4eb6758aFew readersHow to Edit a Project Name and Description?
How to Edit a Project Name and Description? In this article you will know how to edit basic project properties such as the name and description. 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. (https://storage.crisp.chat/users/helFew readersSetting Up Workstatus for Multiple Clients
Setting Up Workstatus for Multiple Clients You can assign clients to your projects with Workstatus. This makes it easy to manage clients. Please note, before you can link projects to your clients you will need to add them to Workstatus. How to add clients to new projects How to add clients to existing projects How to add clients to new projects? STEP 1 Select Projects from the main navigation menu. (https://storage.crisp.chat/users/helpdesk/website/f3e4Few readers“No Projects” message on my Workstatus client/app.
“No Projects” message on my Workstatus client/app. No Projects Message If you have recently added a project (or were added to a project) but it isn’t showing up on the Workstatus client it may be due to any of the following reasons: Workstatus’ servers sync every 10 minutes. If the project was added 5 minutes ago, you’ll have to wait for an extra 5 for it to display on the project list. AFew readersCan I Delete a Project?
Can I Delete a Project? QUESTION: Is it possible to delete a project? What is the difference between archiving and deleting a project? ANSWER: Currently, projects cannot be deleted and can only be archived. Workstatus treats archiving projects the same as deleting them. However, you can still access them and restore them if you ever have such a need in the future. How can I archive a project? STEP 1 Select Projects from the main navigation menu. (https:/Few readersHow to change organization & project roles?
How to change organization & project roles? Workstatus has different member roles to give you flexibility in running your business. Changing your team member’s roles per project and organization allows you to choose what access level they have on each of your organizations or projects. Organization owners and managers need to be a member of a project if they want to track time to of a project. They can have access to all projects and users by default. Please consult our User Role and PFew readersWhere can I see my archived projects?
Where can I see my archived projects? QUESTION: Where can I see my archived projects and restore them? ANSWER: Archived projects are accessible on the Projects page and can be restored if needed. STEP 1 Select Projects from the main navigation menu. STEP 2 Click on the Archived tab. (https://storage.crisp.chat/users/helpdesk/website/f3e4eb6758a66800/417n8Few readersWorkstatus User Roles and Permissions Guide
Workstatus User Roles and Permissions Guide You can assign different roles to various team members to designate the level of access allowed for each team member within your organization. Refer below table to find out what features are available to each team member’s role. (https://storage.crisp.chFew readersDeletion of account from Product
Deletion of account from Product Role : User/ TL/ PM The application will allow the user to delete their account. The delete however will be a soft delete only. The data of the user will continue to exist in the application. The application will have delete functionality as follows:- The delete account link will be enabled for User/ TL / PM only. The button will be disabled for Organization owner and Manager. The Link will be available under Profile Image and in Profile Page under DelFew readers