Create new projects and clients with the Project Wizard.

 

The Project Wizard is one of those pop-ups that occur when you first install  the product.  Many people are not ready to learn about create new  projects at that time, so they close it, and then forget about it.  But  this video "unearths" it for a fresh new look.

Actually, the Project Wizard is quite helpful.  It accelerates the process of creating new jobs, new tasks, and a new client to track time to.  When you are finished, you can enter time directly into the timesheet and run an  invoice for the client you just created.  All that can happen in an hour or  less.

Multiple Projects per Client It is important to understand that the program allows you to have multiple jobs under each client.  If a client hires you to perform many different jobs,  you can create them all and have tasks under each one.  You are not locked into a single job for a client.  So when using the Project Wizard, you can choose an existing client rather than creating a new one.

Adding Tasks to an Existing Project You also don't need to create a new project when using the wizard.  You can choose an existing project to add the tasks to.  Of course there are other ways to add tasks to a project.  You could right-click on a set of selected tasks and choose Copy, and then choose Paste or "Paste into Project" to put them into another.

A Lot More Than a Timesheet By now you may have realized that this program is a lot more than a timesheet.  Try exploring the "Project Tasks" tab.  Choose View, Columns to display a list of fields that can be added to the task view.  You'll see items such as start and finish dates, Gantt chart, cost fields, percentages, and more.   This lets you track a lot of information for each task in the timesheet.

Quick Tasks There is another way to record time work on tasks.  Choose View, Quick  Tasks to display a window with checkboxes next to your tasks.  When you click the checkboxes, you are automatically starting and stopping a timer, and automatically entering that time into the timesheet.  This lets you quickly switch from one job to another, and automatically enter all your time into the  timesheet.  Again, you can run a client invoice from all this time.

Also see: Video: Project Management Features In Timesheet, Video: Project Costing, Video: Quick Tasks - A Project Timer, Video: 8 Dirty Secrets of Project Tracking

 

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