Signing Up a New Team
To setup Chrometa for Teams, please sign up for a Team plan by going to the Account - Payment section within Chrometa.
Select the Team Basic, Team Plus, or Team Premium option, and specify the number of Team Members you have (including you, as Team Leader).
Inviting Your Team Members
After you sign up, you'll get a new Team tab under your Account section - this is where you can invite your colleagues to join your team. Enter their email addresses, separated by a comma.
If a Team Member already has an existing Chrometa account, they can accept your invite by clicking Yes to the invite email they receive, or by navigating to their Account - General section within Chrometa.
If a Team Member does not yet have a Chrometa account, they will need to first get setup by downloading the Chrometa Time Collector.
Setting Up Your Team Projects
Your Clients and Projects will be shared with your Team Members, so that they can assign time to these shared Projects. Here are instructions for setting up (and/or importing) your clients and projects.
Note: Your Team Members will still have the option to create their own Projects and Personal categories. Time assigned to these will not roll up to the main Team view (only time entries assigned to the Team Projects will).
Setting Up Your Team Rules (for Automatic Categorization to Team Projects)
What Are Rules? Let's say you have a client named SMUD, and you always want to categorize entries that contain the keyword SMUD to that specific "SMUD" Project.
You can do this simply by creating a Rule that tells Chrometa: "Whenever you see the keyword 'SMUD', I want you to categorize it to the SMUD project." - so that instead of using the Move To Project dropdown to categorize entries, you could instead create a rule to have everything automatically bucketed for you.
Any Rules that you setup can be synced across your entire team (see the next section for details). And here are instructions on how to setup Rules for automatic time entry categorization to Projects.
How to Sync Rules Across Your Team
Your team members have an option to sync their Rules with yours by checking the Use Team Lead Rules option under Account - General.
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.
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.