Clients are fairly self-explanatory. These are the customers which your are working on a project for. It is possible to create these clients within TimeTac and then assign them to specific projects which they belong to.
As a result, you can view statistics and produce reports based on clients, and you can provide them limited access to TimeTac, allowing them to see reports for the projects that they are involved in.
Create Clients
Navigate to Client Administration within the menu. Depending on whether you want to grant the client access to TimeTac, click on or .
In the new line that has appeared, double click in each field and fill in the relevant information. The only compulsory field is the Client Name.
Assign a Client to a Project
Switch to the menu and select the relevant project.
You can now select a client from the Client dropdown. This client will be automatically applied to all sub-projects and tasks.
View Statistics for a Client
In the menu, you will see a dropdown filter entitled Client. This will allow you to view statistics for that client and all their relevant projects.
This data can be exported to numerous formats and can be used as you wish; even for invoicing the client.
Client Access to TimeTac
If a client has been granted access to TimeTac, they can, by default, see a detailed breakdown of each activity that they are assigned to.
