Video Guides
Short video guides on using various MinuteDock features.
38 articles
Contacts/Projects/Tasks
Videos on managing contacts/projects/tasks.
- Video — How to Create a ContactCreate a Contact in MinuteDock to track time and bill clients or customers.
- Video — How to Create a ProjectCreate a Project in MinuteDock to group work, rates, and budgets under a Contact.
- Video — Archive, Merge, or Restore a ContactArchive, merge, or restore Contacts in MinuteDock to keep your active list clean.
- Video — How to Create a TaskCreate a Task in MinuteDock to group related work and apply consistent rates and short codes.
Team/Account Management
Video guides for team management in MinuteDock.
- Video — Convert a Project into a Contact (or vice versa)Convert a Project into a standalone Contact in MinuteDock, or turn a Contact into a Project, without losing your Time Entries.
- Video — Manager Users & PermissionsSee what a Manager user can and can't do in MinuteDock, and how to assign the Manager role.
- Video — Manage API Access & Personal SettingsWalk through your personal Profile settings and create or manage API access tokens from the Access Tokens screen.
- Video — Connect to a Xero AccountConnect MinuteDock to Xero so you can send invoices and time to your accounting file.
- Video — Add a New User to MinuteDockInvite a new teammate into MinuteDock so they can log time and access your account.
- Video — Remove a User From MinuteDockRemove a User from your active MinuteDock team while keeping their time history.
- Video — Recover Lost PasswordRequest a password reset link from the MinuteDock login page and recover access to your account.
- Video — Change Your Login DetailsUpdate your MinuteDock email address and password from the profile screen.
- Video — Connect to a QuickBooks AccountConnect MinuteDock to QuickBooks Online so you can send invoices and time.
- Video — Export Data From MinuteDockLearn via video how to export your data from MinuteDock in csv/spreadsheet files.
- Video — How to use Pins (Overview)Learn how the different pinning options function, and how you can pin just for particular people rather than the entire team.
- Video — Roles (Overview)Use Roles in MinuteDock to manage billing rates, permissions, and integration settings across groups of Users.
- Video — Use MinuteDock with an AI AssistantLearn how you can log time, run reports or review timesheets with natural language by chatting with your AI after connecting it to MinuteDock
Time Tracking
Video guides for tracking time entries in MinuteDock
- Video — Your first time entryLog your first Time Entry in MinuteDock using the Dock at the top of every screen.
- Video — Advanced time trackingTrack time faster in MinuteDock with short codes, retroactive dates, and quick-add durations.
- Video — Record Time in AdvanceRecord a MinuteDock Time Entry against a future date for planned or scheduled work.
- Video — Set a Time Lockout DateLock MinuteDock Time Entries on or before a chosen date to stop further edits.
- Video — Edit a Locked Time EntryEdit a Time Entry in MinuteDock that has been locked by a lockout date or invoice.
- Video — How to Track a Time EntryUse the Dock to track a Time Entry and assign a Contact, Project, and Task in MinuteDock.
- Video — How to Record Time Entries Without Using the TimerCreate manual Time Entries in the MinuteDock Timesheet without running a live timer.
- Video — How to Edit or Resume a Logged Time EntryEdit a logged Time Entry in MinuteDock, or use Re-dock to resume a previous entry.
- Video — Shortcuts/Hotkeys and Time Tracking TipsUse MinuteDock keyboard shortcuts to set Contacts, Projects, Tasks, dates, and durations.
- Video — Track Time on the Mobile AppLearn how to use the mobile app to record Time Entries and view your timesheet.
- Video — Record Time for Another UserLearn how (with the right permissions enabled) you can record time under another user's timesheet on their behalf.
- Video — Manage Locked Time EntriesUnderstand how Time Entries become locked in MinuteDock and how Admins can edit them.
Invoicing
Video guides on invoicing with MinuteDock
- Video — How to Manage Your InvoicesManage draft, sent, and archived invoices in MinuteDock from the Invoices screen.
- Video — Create and send an invoiceTurn tracked time in MinuteDock into a draft invoice and send it to your Contact.
- Video — How Billing Rates Work in MinuteDockHow Task-specific, User, Task, Project, Contact, and Account rates work — and which one MinuteDock applies.
- Video — Write off TimeExclude billable Time Entries from a Contact's invoice in MinuteDock without losing the record.
Goals
Video guides on using goals in MinuteDock
Reporting
Video guides for using reports in MinuteDock
- Video — Running a reportFilter Time Entries in MinuteDock to run a Report or set up a recurring delivery.
- Video — How to Pin/Save a ReportSave a commonly run Report in MinuteDock by pinning it for quick access.
- Video — Share Reports Screen With a ClientHow to enable Client View for Reports and get a Reports URL to share with your client