Step 1
Prepare the project
Create the client project, add people and decide who will review completed work and time.
FOR OFFICE TEAMS
From task assignment to an office work summary
Connect task ownership, time spent on client work and the result. Managers review progress and hours in project context, and the team knows what to submit for acceptance.
CrewTangoDemo data
Office work example
Monthly client report
- Project
- Demo Client
- Person responsible
- Demo 01
- Recorded time
- 6 h
- Next step
- Review the result and time
EVERYDAY WORK
One process for employees and managers
Example: the team prepares a monthly client report. Agree shared rules for assigning tasks, tracking time and accepting results.
Step 2
Assign the task
Add a task, owner and deadline to the board. The description and attachments explain the expected result.
Step 3
Record work
Employees record time in the correct project and update tracking when changing clients or taking a break.
Step 4
Submit the result
Attach a file or comment and update the task's column. Check its open/closed status separately.
Step 5
Review the summary
Managers review the task result and time history, then prepare a report for the selected period.
CLIENT WORK REVIEW
What should you check before sending the summary?
Tasks show results, and time records show effort. Use the same period and scope of approved data when comparing projects.
Try the report filtersManager checklist
- Is the result attached to the correct task?
- Was time recorded against the correct client's project?
- Have breaks been included and discrepancies explained?
- Does the date range match the billing period?
- Do rates and permissions allow a cost report to be prepared?
Standalone material with fictional data, ready to view or print.
CHOOSING TOOLS
Adapt time tracking to your team
Before the pilot, agree the data scope and who will have access.
Time and projects
Shared rules for starting work, breaks and client assignment make later calculations easier.
Explore time trackingDesktop app
Check setup, available features and data collection settings on team computers.
Explore the desktop appActivity context
If your company uses app and website categories, analyse them in the context of roles and tasks.
Explore the productivity reportQuestions before your first project
Does every office team need screenshots?
Screenshots are optional. Define the workflow and necessary data scope first, and explain them to the team. Task results and project time can be discussed on their own merits.
How do we separate work for different clients?
Create separate projects and agree how to switch projects when tracking time. Managers review assignments before preparing client summaries.
Does moving a task on the board close it automatically?
Board column and open/closed status are separate fields. Check both when accepting results, according to your team's process.