Remember to configure the Project settings before you start creating projects in Taimer.
Learn how to:
- Access the project settings
- Define default invoicing method for won deals
- Create project categories
- Create project types
- Add new fields to the project card
Plans & Permissions:
- Plans: Free CRM, SalesCRM, PM, ERP
- Permissions: Admin/Projects access
Before you start adding or creating projects in Taimer, you need to enable the Project Settings. These settings will then be visible in the Project card when you create a new project. To access the Project Settings:
- Navigate to Settings from your profile on the top right corner
- Click on Feature Settings
- Navigate to Projects to define invoicing methods, create project categories and types, and to add additional fields to the project card
Taimer allows you to invoice hours, expenses, bills, quotes, and set up scheduled and recurring invoicing. You can define your default invoicing method from the settings.
New billable projects created in Won Deals will automatically use the invoicing methods configured in the settings.
The activated invoicing methods will be displayed in the project card when you create a new project.
Invoicing method enabled in settings
Invoicing methods for a new project in the won deals project card
Use project categories for internal reporting and to measure and analyse the products/services sold by your company. Example of project categories are Sales, Design, Marketing, Purchase, etc. You can only choose one category per project.
You can also create a hierarchy of categories and sub-categories. Sub-categories can be added by clicking on the more options icon (...). You can add multiple sub-categories to a project category.
You can give attributes to your projects to help you manage and report what types of projects you are selling and managing. Examples of project types are e.g. Free projects, Monthly projects, One-off projects, etc. You can choose multiple project types or enable the toggle to restrict only one project type per project.
Add new fields to the project card
You can add additional fields to your project card. You can define if the field is free text or a dropdown. Enable the toggle button to display the fields in the project card. You can even make the extra field as a mandatory selector.