Create customers, projects & tasks
Your work is organised in a hierarchy of customer, project and task. You decide how many levels there are, what they are called and which colours they carry.
Step by step
- 01
Understand the levels
By default there are three levels: Customer → Project → Task. Every time entry attaches to a node in this hierarchy.
- 02
Create customers
Add your customers at the top level. Each customer can get its own colour, which makes entries easy to recognise later.
- 03
Add projects & tasks
Under each customer you create projects, and beneath those, tasks. Projects can inherit their customer’s colour so everything stays visually consistent.
- 04
Adjust levels & labels
In Workspace settings you enable 1 to 3 levels and set your own labels — e.g. “Customer” → “Client”. Those terms then appear throughout the app.
- 05
Inherit billability
Billability can be set top-down and overridden at any level, so you don’t have to set it on every single entry.
Projects: list or grouped by customer
You can view the Projects page two ways: as a flat “List” or grouped “By customer”. The toggle sits in the filter bar. The grouped view arranges projects under collapsible customer headers with each customer’s project count and total time — the filtered set stays the same, only the presentation changes. The Tasks page has the same toggle (“List” / “Grouped”); there the grouped view nests tasks under customer → project.
Do I have to use all three levels?
No. You can configure 1, 2 or 3 active levels — whatever fits your organisation.
What happens if I rename a customer?
Existing time entries stay correctly assigned: entries reference the node ID, not the name. A rename doesn’t touch the entries.