Teams Overview

Chrometa for Teams Overview

With our new Teams feature, you can establish a Team Leader and share your Clients, Projects, and Rules across your entire team.  This allows you, as Team Leader, to aggregate and view the total amount of time your team has worked on a given project - which can be viewed by project, and by employee.

You can then create Team Timesheets and Invoices from the categorized and annotated time entries.

Video Intro: Team Time Tracking With Chrometa

Team Time Tracking with Chrometa Software from Brett Owens.

Setting Up the Team Leader

To setup a new Team, go to Account - Payment and select a Team plan.

You will now have access to the Teams features, including a new Team tab at the top of your screen. As the Team Leader, you can now establish a list of Clients and Projects to share with your Team Members.  Here are the quickest ways to setup or import your list of projects.

You can also setup and share keyword-based rules with your team - so that time entries can be automatically categorized based on a targeted keyword match.  Here's more information about setting up rules for automatic time entry categorization.

Viewing Team Timesheets

As team members categorize and annotate their time, your Team Timesheets will be created automatically.  You can view these Timesheets by clicking your Team tab at the top of your screen. You can then export and/or print these Team Timesheets.  You can also create invoices from them.

Please click here for details on how individual team members can quickly and easily create their timesheets.

Viewing Team Reports

The Team Graphs link under the Team tab displays a dashboard of Total Time By Project and Total Time By Team Member. Use the date range selector in the upper-left corner to adjust the time frame displayed - the graphs will update dynamically with your selection.

Total Time Spent By Project

 

Total Time By Project, By Team Member

Creating Team Invoices

To create team invoices, click the Create Invoice button located in the upper-right corner of the Timesheet.

You'll be taken directly to the Invoices screen. with your invoice already started (and perhaps nearly completed!) for you.  Click on an invoice to finish editing it.

Please click here for a full guide on creating invoices in Chrometa.