Adding a new goal

Goals help you track your progress or stick within a specific budget so you can keep on top of things and be more productive. Each time you log an entry, your goals will be automatically updated with your latest progress.To add a goal: Head to the Goals tab and click th... Read more →

Pin, edit or archive a goal

Pin Goals/Contacts/Projects/Tasks        Pin Goals (targets or budgets) to show at the top of a user’s Time tab for tracking while recording time.       Pin Contacts/Projects/Tasks to show at the top of the Contacts/P... Read more →

Setting up a budget

Budgets are a great way to keep track of your work and can be set up for both contacts and projects. You can set a budget of hours or a billable amount and set the frequency.To set up a budget: Head to the contacts or projects tab Add or edit the contact or project Tick ... Read more →

Monitoring your goals

You can view your Goals under the Goals tab. Any pinned Goals will also show at the top of the Time tab.Target goals turn from yellow to green once you have reached them, budget goals turn from orange to red. This is to remind you you are getting close to your goal.You can sel... Read more →