Adding and assigning projects in Hubstaff

Projects are used to organize the work your team will track their time against. Generally, projects are used to categorize the type of work your team will be doing. Under the project level, To-dos are used to specify the specific tasks they undertake.

For example, your company might be tracking time for the marketing department. The project may then be Marketing and the To-dos associated could be Facebook ads, Scheduling Instagram posts etc. Or if your company is tracking time for Customer Service, the project may be called Customer Service and the To-dos could be Answering customer emails, Following up leads etc

Or if you are a technology focused agency you may have several clients with website properties to track time for.  In this scenario, you could break down your projects like this. www.site1.com, www.site2.com, www.site3.com. The To-dos would then be more focused on completing specific tasks associated with that website. Eg Re- design front page, fix css in the section A etc

Table of Contents

How to create a project

Step 1

Select Projects from the main navigation menu.

Step 2

Click Add project.

Step 3

Next, choose a name for your project and assign/add the relevant members.

Typically, team members are assigned as Users within a project. This will give them the ability yo track time against the project, but not other permissions. Managers will also be able to track time against the project, however they will have access to view all of the data associated with that project. Please note Viewers will not be able to track any time against the project. If you wish to learn more about the different role types within Hubstaff, please see our guide here.

If you have a premium subscription, you can also designate a client to assign the project to.

Once all fields are completed, click Save to finalize the project.

How to edit project memberships and roles from the Projects section

Step 1

Select Projects from the main navigation menu, then click on the project you wish to edit.

Step 2

Next, click on the Edit members button.

Step 3

A dialogue will appear, allowing you to assign/re-assign members to the project and also change their roles.

Once the necessary edits are made, click Save to finalize the changes.

How to edit project memberships and roles from the Members section

Step 1

Select Members from the main navigation menu. Hover your cursor under the Projects column and click on the pencil icon that appears.

Step 2

A dialogue will appear, allowing you to make changes to the membership and roles for each project.

Once the necessary edits are made, click Save to finalize the changes.

Projects on the tracking client

Once your team members are assigned to projects, they will appear in their tracking clients. Projects will appear in the highlighted section of the desktop tracker as shown below. The user can simply click on the name of the project to select it, then press the Start button to begin tracking their time.

Please note team members must be assigned as either a User or Manager to be able to track time against projects.

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