timeghost Use Case — How to book times directly on clients?
timeghost helps you to make strategic decisions based on the intuitive project time tracking it provides. In order to be able to carry out project accounting and billing your clients, it is therefore important that all your working times spent on projects are recorded in addition to the working hours incurred. On this basis, client invoices can be created, or future projects can be controlled in a targeted manner.
Office 365 integration
Through our interface to Office 365, you can do this without much additional effort. And our Zapier connector will help you in this regard as well.
But first let’s focus on the Office 365 integration.
You see your calendar entries or upcoming Microsoft Teams calls directly in the timeghost Feed and with just one mouse click each employee can book his or her time on different projects or tasks.
The usual scenario — Booking times on projects
Here you can see an example for a project related time tracking:
On Tuesday 02.02.2021 three tasks were booked on the project “Website Launch”.
How to book your times on clients?
If the exact recording of tasks, activities and projects plays a rather subordinate role in your company, we recommend creating clients instead of projects. This way, each employee books the work he or she has done to a project (client).
Step 1: Create your client as a project under the menu item “Projects”.
Step 2: In order to simplify the time recording in the future, each employee must enter the name of the client once as a task and assign it to the created project.
Step 3: Book the worked time to a project (client). Just type the first three letters of the client and select the task marked large.
Since you have assigned the task to a project (client) before, you can have your time recorded directly. The whole thing should now look like this.
Our aim is to always make time tracking more convenient for our users and this use case scenario should help as an example of how to use “projects” as “clients” in order to implement another way of tracking, booking and billing your times directly on clients instead of projects.
A little insight
Nonetheless we are looking for ways to make this process of booking your times directly on customers easier for you and we internally discussed some ways of achieving this. And as we are trying to stay transparent on our development process, we can say that a more sophisticated way of booking your times on clients will be implemented in Q3 of 2021.
To see what we have in stall for Q2 take a look right here.
Try it yourself
We really appreciate all the feedback we can get, so please feel free to contact us and tell us what needs improvement or what you are missing in timeghost.