Home Organizing Work (Projects, Clients, and Tags)

Organizing Work (Projects, Clients, and Tags)

By Lahiru Himesh Madusanka
• 3 articles

Managing clients and workspace currencies

Managing clients and workspace currencies Clients help you keep your Timether workspace organized. You can use clients to group related projects, track time under the right business or customer, and prepare invoices with the correct billing details. For example, if you work with multiple companies, each company can be added as a client. Then, projects, time entries, and invoices can be connected back to the correct client. Why clients matter Clients act as the main structure for your projects and invoices. A client can have one or more projects. Each project can contain tracked time, hourly rates, billable settings, and related time entries. When it is time to invoice, Timether can use the client and project information to help prepare accurate billing records. This makes it easier to separate work between different customers, businesses, departments, or brands. Creating a client To create a new client: 1. Go to the Clients section in your workspace. 2. Click Add Client or New Client. 3. Enter the client name. 4. Choose the client currency. 5. Add any other available details, such as billing information or notes. 6. Save the client. Once saved, the client can be used when creating projects and organizing future work. Setting the client currency Each client can have its own currency. The currency setting helps Timether understand which currency should be used when preparing project billing and invoices for that client. Currency codes are normalized to uppercase automatically. For example: - usd becomes USD - eur becomes EUR - lkr becomes LKR This keeps currency values consistent across your workspace and helps avoid confusion when working with multiple clients in different regions. Customizing a client You can update a client’s details when needed. To customize a client: 1. Open the Clients section. 2. Select the client you want to update. 3. Edit the available details, such as the name, currency, billing details, or notes. 4. Save your changes. Updating a client does not remove past tracked time or invoices. It only changes the client details used moving forward. Archiving a client If you are no longer actively working with a client, you can archive them. Archiving is useful when you want to clean up your active workspace without deleting historical records. When a client is archived: - The client is hidden from active selection lists. - The client will no longer appear when starting new timers. - The client will no longer appear when creating new projects. - Past tracked time remains saved. - Existing invoices remain available. - Historical reports and records are not deleted. Archiving a client does not delete the client’s past work. It simply removes the client from active day-to-day use. When to archive a client You may want to archive a client when: - A contract has ended. - The client is no longer active. - You want to reduce clutter in project and timer selection lists. - You want to keep historical records without using the client for new work. Archiving is safer than deleting because it keeps your past time entries, invoices, and billing history intact. Unarchiving a client Archived clients can be restored at any time. To unarchive a client: 1. Go to the Clients section. 2. Open the archived clients view or filter, if available. 3. Select the client you want to restore. 4. Choose Unarchive or Restore. Once unarchived, the client will appear again in active selection lists and can be used for new projects, timers, and future work. Important note about historical records Archiving a client does not affect your existing records. Any time entries, projects, invoices, or reports connected to that client will remain available. This helps preserve your billing history while keeping your active workspace clean and easy to use.

Last updated on May 19, 2026

Creating and Customizing Projects and Billing Rates

Creating and customizing projects and billing rates Projects help you organize the actual work you track in Timether. A project can belong to a client, have its own color, and use a custom hourly rate for billable time. You can create separate projects for different types of work, contracts, departments, campaigns, or ongoing services. Creating a project To create a new project: 1. Go to the Projects section in your workspace. 2. Click Add Project or New Project. 3. Enter the project name. 4. Select a client, if the project belongs to one. 5. Choose a project color. 6. Set the hourly rate, if the project is billable. 7. Save the project. Once saved, the project can be selected when starting timers or manually creating time entries. Project details Each project can include a few important details. The project name helps you identify the work. Use a clear name that your team can easily recognize, such as “Website Redesign”, “Monthly Support”, “Marketing Campaign”, or “Mobile App Development”. The client field is optional. If the project belongs to a specific client, you can connect it to that client. This helps keep reports, time entries, and invoices organized. The project color makes the project easier to recognize across Timether. Colors can help you quickly scan dashboards, reports, project lists, and timer views. Choosing a project color Timether uses a curated 17-color project palette. This gives you enough variety to visually separate projects, while still keeping your workspace consistent and clean. When choosing a color, you can use it to represent a client, type of work, priority, department, or any system that makes sense for your team. For example, you might use one color for support projects, another for development work, and another for internal tasks. Setting the hourly rate A project can have its own hourly rate. This rate is used as the default billable amount when time entries are created for that project. For example, if a project’s hourly rate is $150.00, Timether stores that internally as 15000 cents. Storing rates in integer cents helps keep billing calculations accurate and avoids rounding issues. When you start a timer or manually create a time entry for a project, Timether can automatically apply the project’s billing rate to the new entry. This helps make sure time is recorded with the correct rate from the beginning. Updating a project You can edit a project whenever details change. To update a project: 1. Go to the Projects section. 2. Open the project you want to edit. 3. Update the name, client, color, rate, or other available details. 4. Save your changes. Changes to a project can help keep future time tracking and billing accurate. Past time entries and invoices may still keep their own saved details depending on how they were created or billed, especially if they have already been included in an invoice. Archiving a project If a project is no longer active, you can archive it. Archiving helps keep your active project list clean without deleting historical work. When a project is archived: - It is hidden from active project selection lists. - It is no longer shown when starting new timers. - It is no longer shown when creating new time entries. - Past tracked time remains saved. - Existing invoices and reports remain available. - The project can be restored later if needed. Archiving is useful for completed projects, paused work, old contracts, or internal projects that are no longer being used. Unarchiving a project Archived projects can be restored at any time. To unarchive a project: 1. Go to the Projects section. 2. Open the archived projects view or filter, if available. 3. Select the project you want to restore. 4. Choose Unarchive or Restore. Once unarchived, the project will appear again in active selection lists and can be used for new timers, manual time entries, reports, and future work. Important note about billing rates The project hourly rate is used as the default rate for new time entries. If a time entry has already been created, edited, or added to an invoice, it may keep its own saved rate. This helps protect billing history and avoids unexpected changes to past records. For best results, review the project rate before tracking new billable time.

Last updated on May 19, 2026

Using tags to categorize time entries

Using tags to categorize time entries Tags help you organize time entries in a flexible way. While clients and projects show who the work belongs to, tags can describe the type of work being done. This gives you an extra way to group, filter, and understand your time. For example, you might use tags such as #meetings, #dev, #design, #support, #research, or #admin. What tags are used for Tags add a secondary layer of organization to your time entries. A project might tell you that the work was done for a specific client or contract, while a tag can explain what kind of work it was. For example, inside the same project, you may have time entries for: - #meetings - #development - #design - #testing - #content - #support This makes it easier to see how time is being spent across different types of tasks. Creating tags Tags are created inside your workspace. To create a tag: 1. Go to the Tags section in your workspace. 2. Click Add Tag or New Tag. 3. Enter the tag name. 4. Choose a tag color. 5. Save the tag. Once created, the tag can be attached to time entries in that workspace. Workspace-specific tags Tags belong to the workspace where they are created. This means each workspace can have its own set of tags. For example, one workspace may use tags like #client-call and #qa, while another workspace may use #lesson-planning, #writing, or #operations. Workspace-specific tags help keep your categories relevant to each team, business, or client environment. Choosing tag colors Each tag can have its own color. Tag colors make it easier to visually scan time entries, timesheets, and reports. You can use colors to group similar types of work or make important categories easier to notice. For example, you may choose one color for meetings, another for development work, and another for design tasks. Adding tags to time entries You can attach tags when creating or editing a time entry. To add tags to a time entry: 1. Open the time entry. 2. Find the tags field. 3. Select one or more tags. 4. Save the entry. A single time entry can have multiple tags. For example, a time entry for reviewing a landing page could use both #design and #feedback. A client call about a technical issue could use both #meetings and #support. Using multiple tags Multiple tags allow you to describe work more accurately. Instead of forcing each time entry into only one category, Timether lets you add more than one tag when needed. For example: Client website updates could be tagged with #dev, #design, and #client-work. Weekly planning call could be tagged with #meetings and #planning. Bug investigation could be tagged with #dev, #debugging, and #support. This gives you more flexibility when reviewing your work later. Filtering by tags Tags can be used as filters in reports and timesheets. This helps you isolate specific types of work without changing your project or client structure. For example, you can filter reports to see: - How much time was spent on #meetings - How much development work was completed under #dev - How much design time was tracked under #design - How much support work was done under #support This is useful for understanding where time goes, preparing client updates, reviewing team workload, or improving internal planning. Editing tags You can update a tag if the name or color needs to change. To edit a tag: 1. Go to the Tags section. 2. Select the tag you want to update. 3. Change the name or color. 4. Save your changes. Updating a tag helps keep your workspace organized as your workflow changes. Best practices for tags Use short and clear tag names that your team can understand easily. Try to avoid creating too many similar tags. For example, using #meeting, #meetings, and #client-meeting separately may make reports harder to read unless each tag has a clear purpose. A simple, consistent tag system makes reports and timesheets much more useful.

Last updated on May 19, 2026