Day Off Knowledge Base
Step 1: Open Projects and tasks
In the left-hand menu, expand Time and click Projects and tasks. Then click the button to add a new project. This opens the Create a project page.
Step 2: Fill in the project details
- Project name (required): what employees see and pick from the Select project dropdown when tracking time.
- Project code (required): a short identifier used in reports and time entries, for example “#WEB” for a website project.
- Client (optional): links the project to one of your clients so its time rolls up under that client.
- Project color: the colored dot shown next to the project name across the app.
Step 3: Set time and billing
- Billable project: time logged to this project can be included in client invoices and shows as billable in reports. It’s off by default.
- Allow direct time log: members can log time without selecting a task. It’s on by default. Turn it off if everyone must pick a task under this project.
Step 4: Add the project team
- Admin(s): the people who manage the project. You’re added by default.
- Employee(s): the people who can log time to the project. Only members see the project in the Tracker.
Step 5: Create the project
Click Create project. The project appears in Time > Projects and tasks, and its members can select it in the Tracker right away. Open it to add tasks from its Tasks tab.
Tips to Keep Projects Organized
- Choose names employees recognize instantly.
- Use short, unique project codes to tell similar projects apart.
- Decide on the billable setting before your team starts logging time.