How to get started with Timetracking by Sanora (without budget function) Print

To use the timesheet you first need to add your clients and members (or employees).
After adding your clients and members (or employees), you have to create a project and assign tasks to the project so you can use the timesheet.

How to get started step by step

STEP 1

Add Clients

To start a project, you will first have to add clients to your projects

1. Click in the menu on team >> clients
   
   
   
   
2. Click on new client or on the plus (+) sign you can find on the right corner
   
   
3. To create an account, enter the name, email address and a password, with the email address and password your clients can login and monitor the project(s)
   
   

Note: Your client / customer will receive an email that an account has been created

STEP 2

Add Members (or employees)

1. Click in the menu on team >> members
   
   
   
   
2. Click on new member or the plus sign on the right corner to add new members.
   
   
3. Enter name and email address and click on create
   
   
   
   
4. If you want your members to be able to login click on the toggle ‘login is enabled’, a password field will appear. Enter a password for your member
   
   
   
   

STEP 3

Add projects

Before you can start using the timesheets you have to create a project.

1. Click on projects in the menu
   
   
   
   
2. Click on the plus sign in the right corner to create a new project.
   
   
   
   
3. Enter the name of the project and choose the corresponding client of the project and click on ‘create’
   
   
   
   
4. After clicking on create you will see an overview of you project with the name of the project, name of your client and the status of the projects (hours).
   
   
   
   
5. Now you can add tasks to your projects and assign members to the project.
   Click on the orange button next to the project (with eye pic) to start assigning task, hours and members.
   
   

After clicking on the orange button, you will see a new screen with the following options,

• Tasks,
• Assign members,
• status
• project settings
  
  
  
  

Add a task by entering a name of the task and click on ‘add’

You will see your task in an overview, click on the green pencil and add the hours of the task (you will use this hours in your timesheet) and optional a budget.

Click on update after entering the hours (and budget).

Go to Assign members and assign the members that will work in this task

Click on the 'plus' sign on the right corner and choose members for the task.
(You will see a list of members that you have created on step 2, if you want to add extra members go back to step 2 to add more members)

Status tab

On the status tab you will see an overview of you project and tasks

Projects settings Tab

On the project settings tab you can modify settings like project name, re-assign members and enter budget settings.

You can now use the timesheet for this project.