How to Create a Project (For Managers)

How to Create a Project (For Managers)

image

Step. 1 Project Creation

Project is a categorization function to check the members involved in each project running in the company and the operating hours of each member.

  1. Click on "Select Project" on the left side of the work timer
  2. Click "Add Project" on the browser
  3. Enter a project name
  4. Select the team members involved in the project and click "Add” Members assigned to a project will be able to select the corresponding project on the work timer and enter their work.
Account Creation

Step. 2 Invite Members and Groups

Account Creation

Managers can create an account by manually entering a name and email.

The account list will be sent to the account creator's Email.

  1. Click on "Invite Members" in the upper right corner of the application
  2. Click on the "Create User" tab
  3. Enter the user's name and email address
  4. Click "Create User”
  • Import of CSV files (name and email) is also supported. Up to 50 accounts can be created at one time.
  • Click here for other invitation methods.
💌Inviting & Adding Members
Invite Members and Groups

Invite to Project

  1. Click on "Select Project" on the left side of the work timer
  2. Select the project in the browser
  3. Click on "Add Member" or "Add Group”
  4. Select members/groups and click the "Add"
Invite to Project

Step. 3 Time Tracking Settings

With the time tracking function, the work entered is tracked and logged by project and time. By recording the time spent on projects and specific tasks that workspace members are involved in, you can increase your team's productivity awareness.

Workspace and Time Tracking
Workspace and Time Tracking

Set Working Hours

Managers can determine the hours and time frames that each member will work. This limit system makes it easy to set working hours for the team.

  1. Click on the clock icon in the upper right corner of the work timer
  2. Click on "Manage Teams" > "Time Tracking Settings" tab
  3. Click on "Enabling limits" for the member for whom you want to set a limit
  4. Click "Enable Shift" to set the work shift.
  5. Set the starting time and working time, and click the "Update" button. Limits can be set on a daily, weekly, or monthly basis.
  • “Time zone" can also be set for global teams.
Set Working Hours

Activate Time Tracking

  1. Click on the clock icon in the upper left corner of the application
  2. Click on the "Manage Members" tab on the browser
  3. Click on the "Time Tracking Settings" tab
  4. Fill in the username (can be part of name, can be filtered by pressing enter)
  5. Click the toggle button for time tracking
  • If the screenshot feature is enabled, a screenshot of the screen will be recorded every 10 minutes.
Activate time Tracking

PC Idle Time time Setting

Managers can set PC idle time from none, 1, 3, 5, 10, 20, 30, and 60 minutes.

  1. Click on the gear icon in the upper right corner of the application → "Workspace" tab
  2. Set "Away Status Interval" and click "Update”
PC Idle Time time Setting

Step. 4 Preparation of Invoices

If you have outsourced members, you will need to issue invoices each month. You can set up a common setup for all members of the workspace by filling in the invoice address details in advance.

Time Tracking Function & Invoice for Subconducting MembersTime Tracking Function & Invoice for Subconducting Members

Invoice Settings

  1. Click on the clock icon in the upper left corner of the application
  2. On the browser, click on "Work Logs" → "Invoices" → "Invoice Settings”
  3. Fill in the billing address, phone number, and address, and click "Update”
  4. Confirm that the billing address, phone number, and address are set from "New Invoice"
Invoice Settings

How to Read Invoice

image

Optional: How to Confirm Online Logs

What is online logs?

Time Tracking feature allows managers to view online logs of their members' work status. This data can be used for staffing and budget allocation within a project, and as a 1 on 1 story.

Checking daily/weekly online logs

The daily online log allows you to check the history of status changes when a user logs in.

  1. Click on the clock icon in the upper left corner of the application
  2. Click on the "Online Log" tab on the browser
  3. Click on the "Daily Online Log" / "Weekly Online Log" tab
  4. Fill in the login period and user name (Only part of the name is allowed, can be filtered by pressing enter)
Online Logs

Integration with Apps

Linkage with Chatwork and Slack is available. With the linkage, the Slack channel can be notified in real time of work timer logs. In addition, Slack will also notify you of calls from other members and invitations to meeting rooms.

slack screen
slack screen
  1. Click on the gear icon in the upper right corner
  2. Click on the "Integration" menu
  3. Click on the Slack icon “Integrate now”
  4. Click the "Time Tracker" → “Integrate timer with Slack”
Integration with slack

Work log and manual log

Manager can view view member's work time and content (screenshot).

  1. Click on the clock icon in the upper left corner of the application
  2. Click on the "Work Log" tab on the browser
  3. Click on the "Work Log" and "Manual Change Log" tabs
  4. Fill in the date, user name, and project, and press the search button or enter key. (Only part of the name will also work)
Work log and manual log

Inquiries

If you have any questions or concerns, contact us through text chat support.

🎗️Customer Support・Inquiries

@January 30, 2024 Updated by VoicePing Inc.