Categorize time entries
You decide whether time entries are assigned to customers, projects and tasks at all, whether your structure has two or three levels, what they are called and whether they are required. You find these settings in the workspace settings under “Categorize time entries”.
Step by step
- 01
Turn categorization on or off
The switch at the top decides whether time entries are assigned to customers, projects and tasks. Off, time is recorded with a description only: the Customers, Projects and Tasks menu items, the pickers when recording and the filters and columns in the reports disappear. Existing assignments, labels, the number of levels and the required flags stay stored and return as soon as you turn the switch on again. Old entries keep their assignment but show it only while the switch is on.
- 02
2 or 3 levels
By default there are three levels: customer → project → task. Under “Number of levels” you switch the third level off if you do not need tasks. Existing tasks stay stored and are only hidden; a notice shows how many. Switching back to three levels brings everything back.
- 03
Default or customized
For each level choose “Default” (uses the preset) or “Customized”. With “Customized” you enter a singular and a plural form, e.g. “Client”.
- 04
Plural is required
For customized labels the plural form must be filled in, otherwise saving is blocked. Switching back to “Default” clears both fields.
- 05
Required flags & cascade
With “Must be specified” you make a level mandatory. A cascade applies: level 2 can only be enabled once level 1 is required; if you remove a level’s requirement, the levels below are automatically deactivated.
- 06
Live preview
As you type, a preview shows immediately how your labels look in the sidebar.
- 07
Renaming is safe
Existing time entries reference the node ID, not the name. Renaming does not change the entries.
Can I track time without customers and projects at all?
Yes. Turn the switch off in the workspace settings under “Categorize time entries”. Time is then recorded with a description only; nothing is deleted, and everything is back when you turn it on.
Do I have to use all three levels?
No. In the workspace settings under “Categorize time entries” you choose between two and three levels — whatever fits your organisation.
What happens to level 3 if I reduce to 2 levels?
Nothing is deleted. The tasks and the time entries on them stay; the task level simply disappears from tracking, lists, reports and import. Old entries on tasks can still be edited.