Databáze řešení

Overview

Projects structure deliverables, resources, and deadlines. Each project may include multiple tasks, time logs, and expenses.

Creating Projects

1. Projects → New Project.
2. Select customer and enter summary.
3. Define start and due dates.
4. Assign internal team members.
5. Save.

Task Management

1. Within a project, select Tasks tab → New Task.
2. Add title, priority, description, and assignee.
3. Set due date.
4. Save.

Time Tracking

• Start or stop timers per task.
• Log manual entries if needed.
• Generate invoices from billable time.

Fields & Functions Summary

• Project Name: Identifier.
• Customer: Linked client.
• Milestones: Defined checkpoints.
• Tasks: Work units.
• Billable Time: Time eligible for invoicing.

Section Summary: Integrated project tracking connects work execution to billing.

Key Takeaways:

• Assign tasks clearly to prevent overlap.
• Use milestones to measure progress.
• Bill directly from tracked hours.