Video Guides
Short video guides on using various MinuteDock features.
34 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 — 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.
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, Project, Contact, and User 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
Video — Track progress with goalsSet Goals and budgets in MinuteDock to track time, billables, and project progress against targets.
Video — How to Create and Track Goals and Project BudgetsUnderstand the difference between MinuteDock Goals and Project Budgets, and create each.
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