Automatic time tracking isn’t just about fine tuning workflows and providing accurately billed work to clients. Getting a concrete idea of how you and other account users spend time is essential for ensuring a happier crew and healthier workload. Now, that’s a win-win.
Thanks to Timely’s Individual User page, getting those insights is as easy as pie.
The ‘Edit User’ button directs you to user permissions where you can: add/remove them from a project or team, adjust their hourly rates and change their user access level.
Hours Graph 🕐 📈
Humans process visual information faster than text, so seeing your logged hours in bar chart form can help you quickly identify any unusual activity. Sudden fluctuations on the chart can indicate missed logged hours, an abandoned timer, or a straight path to burnout.
Head to the upper left-hand corner and adjust the dates 📆 to get the total sum of hours and money logged by a user for a specific period. Choose between day, week, month, year or custom dates.
Clients and Projects 📇
Get a clear image of how a user is logging their time and what projects they’ve been focusing on.
If you’re a freelancer, studying your client project data is an excellent way of understanding how you spend your time across clients and projects. It’s also essential for grasping what you get up to all day! Timely can help you figure out where you can reallocate your resources to meet deadlines, finish within budget and still make it to Bobby’s soccer game. ⚽
Looking for a way to breakdown time and money per the activity or phase you’re working on? Start using Tags.
They’re particularly useful for tracking non-billable tasks. Setting up administrative task tags such as “Lunch”, “Vacation” and “Meetings” gives you insight into where users spend non-billable time. Administrative task tags are usually set up as non-billable projects, so there will be no logged money on those hours. Tags listed with 0.00 logged hours or money refer to planned time entries.
Reporting on users 📊
You can quickly create a Report of the user data you’re looking at by clicking ‘Create Report Template’ on the top-right of the screen.
This will redirect you to the Reports page. From here you can generate a report and create a sharable URL link to send it to anyone who needs to know!
While scrolling through a user’s calendar to see their logged entries is great fun, it doesn’t give you any real insight into what you’re looking at. Thankfully, the Hours tab lets you review all logged and planned time entries in context.
Filter for projects, tags, logged and planned hours, logged and planned money and billed status. You can also select options to see any entry notes or tags. If you’ve written a note on an entry and can no longer locate it in your Hours > Week view, select ‘Notes’ in the filter dropdown to quickly find what you’re looking for.
Marking hours as billed 💰
The Hours tab is a powerful tool for independent workers or freelancers who track time together but bill hours separately. Marking your project hours as billed on the Hours page is much quicker than doing it from the project’s page, where you’d need to filter though everyone else’s entries. In the Hours tab you can see every logged time entry within a selected time period. When you first enter the Hours tab, click the Calendar icon to adjust the timeframe you’d like to see.
Once hours are marked as “billed” they cannot be changed by Manager and Employee level users. Only account Admins are able to adjust them in this state.
Here’s a helpful guide to marking hours as “billed”…and “unbilled,” in case you made a mistake! Nothing’s permanent. Except delete. Once you delete something in Timely, it’s gone.