Team LEAD / project tracking

Estimate, Plan,
 and Achieve Your Productivity Goals

Learn how to set estimates, follow progress against them and report results to clients, so overruns show up before the deadline.

01
about your business

Define Your Productivity Goals to Use TrackingTime Correctly

TrackingTime provides a comprehensive project tracking solution to measure and enhance your team's productivity.

    Optimize projects

    Team collaboration is key to optimizing projects. It encourages teamwork dynamics with clear guidelines to efficiently complete projects.

    Takeaways

    • Task lists, boards, and timelines to organize projects
    • Assignments and comments to collaborate as a team
    • Process improvement to hit deadlines
    Go to my report

    Optimize results

    Identify processes that can be improved to set hourly goals and monitor the results, and repeat to achieve continuous improvement.

    Takeaways

    • Identify and isolate inefficient processes
    • Define improvement benchmark with those involved
    • Set estimates and measure results
    Go to my report

    Precise planning

    Starting from the definition of a clear scope of work, create tasks with hour estimates and precise milestones for tracking and fulfillment.

    Takeaways

    • Estimate hours accurately
    • Establish a suitable timeline
    • Follow up on the plan for its fulfillment
    Go to my report
    02
    time tracking

    Set Tracking and Reporting Goals

    Provide your team with clarity regarding tracking goals and time reporting to ensure successful implementation.

    • The information as you need it

      Define and communicate to your team what you expect to see in their time reports, and explain whether you are assessing their work based on individual tasks or by task type.

    • Most suitable tracking method

      Recommend to your team to track using the desktop or mobile apps according to their convenience, and encourage the use of the extension to integrate with other apps.

    • Help them develop the habit

      Use work schedules and the progress donut to spot gaps in the first weeks, and reminders to close them.

    • Report and analyze productivity

      Conduct regular assessments of your team's productivity based on the time invested in each project, and establish improvement actions to optimize their efficiency.

    Solo

    Stay organized so you can track, audit, report, and bill all your work hours.

    Medium Team (+10)

    Define a responsible that makes sure users track their hours as expected.

    Big Team (+50)

    A responsible for each team, project, or client contributes to accurate time reports.

    03
    time reports

    Report Hours to Your Clients and Mark them as Billed

    • Filter the information

      Filter billable hours for the desired period by project, task, user, or client,and group them according to your needs.

    • Export and share your report

      Export your report in the desired format, or generate a customized report to share online.

    • Mark billed hours

      Once reported, the hours will be marked as billed so that you can keep a better control.

    04
    solutions

    Recommendations to Achieve the Results You Expect

    Find practical solutions to implement TrackingTime according to the specific needs of your business.

    TrackingPolicies
    timesheet app
    Reminders
    Youtube_Extension
    Youtube_Hours
    Youtube_CustomFields
    Rates&Costs
    TimeOff
    /
    05
    time tracking guides

    Share the Guides for a Successful Implementation

    Guide for Employees

    employees

    Guide for Employees

    • Sync your calendar
    • Install the extension
    • Turn on AutoTrack
    • Set notifications
    Guide
    Guide for Employers

    employers

    Guide for Employers

    • Keep it simple
    • Set expectations
    • Work with estimates
    • Review progress
    Guide
    06
    setup checklist

    Organize and Report Your Team's Work

    Organize hour tracking

    • Set work schedules
    • Turn on and recommend reminders
    • Set expectations with estimates

    Keep time records clean

    • Define tracking policies
    • Identify missing hours with Pace
    • Audit time-off and extra-time

    Report productivity

    • Track project progress
    • Report hours per user
    • Report results to clients

    Setup

    Ensure a Complete Setup

    Sync Your Calendar Install the Extension Activate AutoTrack

    INTEGRATIONS

    Integrate Time Tracking into Your Workflow

    HR Tools
    Spreadsheet Tools
    PROJECT MANAGEMENT TOOLS