Project Management, Time Tracker & Tasks

Won Deals, Resourcing, Hours, WBS - Work Breakdown Structure, Project Messenger, Chat, File Sharing, Memos, Attachments, Form Builder, Price Lists

Fredi Palmgren avatar Matti Patrakka avatar Mohsen Koolaji avatar
85 articles in this collection
Written by Fredi Palmgren, Matti Patrakka, and Mohsen Koolaji
Projects, resources & tasks

Manage projects and won deals

Learn how to manage your won deals and new projects using the List view and Kanban view.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Configure project settings

How to create project categories, project types and set up the default invoicing methods for your projects in Taimer.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Create a new project in Taimer

Learn how to create new projects, manage won deals and add project details to the project card.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated this week

Creating sub-projects, resourcing for sub-projects and tracking hours to sub-projects

Mohsen Koolaji avatar
Written by Mohsen Koolaji
Updated over a week ago

Assign tasks to project members, team & users

Learn how to create a task for a project and assign it to project members, teams and users.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Understanding work-hour pricing hierarchy

Learn how to set the hourly rate per user, jobtype and professional title and how the pricing rule works at the account and project level.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Manage tasks & sub-tasks (WBS - work breakdown structure) with Taimer

Manage allocations, assign tasks, follow up on utilisation. Visualised resource management in grid, gantt chart, calendar & list view.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Manage project finances, income and costs

Evaluate project finances such as net profit, gross profit, budgeted costs, actual costs, gross margin, invoices, expenses, and more.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Manage activities in the Kanban view

Learn how to schedule and manage project-related activities such as calls, meetings, events, etc. from the Kanban view.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Create a copy of an existing project

Learn how to duplicate or create a copy of a single project or an entire project tree.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Making bulk or mass edits to projects

Learn how to edit project details, export and delete multiple projects at the same time.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Making bulk or mass edits to tasks

Learn how to edit task details, export and delete multiple tasks at the same time.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Build forms to collect project data

Learn how to collect project data and build customised forms using the form builder.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Resourcing Settings- Priority & Types

Mohsen Koolaji avatar
Written by Mohsen Koolaji
Updated over a week ago

How to create a task & sub-task

Learn how to create a task & sub-task (WBS - work breadown structure), how to assign a task to multiple users and create recurring tasks
Mohsen Koolaji avatar
Written by Mohsen Koolaji
Updated over a week ago

Tracking resource utilization & assigning tasks

Mohsen Koolaji avatar
Written by Mohsen Koolaji
Updated over a week ago

Adding and assigning tasks from the Resourcing module

Mohsen Koolaji avatar
Written by Mohsen Koolaji
Updated over a week ago

Assigning tasks directly to a project

Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Assigning tasks from the Time Tracker

Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

How to add a note to the invoice creator

Learn how to add a note to the invoice creator from the project card.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago
Taimer Standard & Pro users (Starter, Pro, Pro+, Team, Business, Enterprise)

Program settings: Create fields for additional information in the project information (Standard & Pro)

Give more information about the project in the additional information field.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Invoicing address and contact details explained (Standard & Pro)

How to add invoicing address and contacts to my accounts and projects?
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Calendar: Calendar and user colors (Standard & Pro)

Stand out from the calendar with different colors. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Projects: Add attachments to your projects (Standard & Pro)

You can easily add and delete important files on the project card.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Calendar: Creating new calendars (Standard & Pro)

You can create new calendars in addition to the office calendar in Taimer. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Hour reports: Summary by employee (Standard & Pro)

This report shows how many hours an employee has made towards a customer or a project
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Calendar: Editing a calendar entry (Standard & Pro)

If you want to change the date and time of your entry, it's possible. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Calendar: From a calendar entry into a time entry (Standard & Pro)

You can easily turn a calendar entry into a time entry. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Functions of the Documents tool (Standard & Pro)

You can easily create documents for your projects in Taimer. Forms and documents can be created to meet each need perfectly.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Calendar: "Reserved" entry in the office calendar (Standard & Pro)

Let other users know that you are reserved in the office calendar. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Hour reports: Customer summary (Standard & Pro)

This report shows you a summary of work hours per customers, per projects and per employees. ( Business , Enterprise )
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Hour reports: Summary by branch of business (Standard & Pro)

This report shows all recorded hours classified by predestined branches of business
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Calendar: User abbreviations in calendar entries (Standard & Pro)

The admin user deifnes user abbreviations for each user in the Settings tab. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Your company information: Defining project level statuses gives you more possibilities in managing the sales pipeline (Standard & Pro)

Define the project levels in order to carry the project smoothly from a level status to another. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Hour reports: Invoicing rate (Standard & Pro)

This report shows how many percent of the hours put in by your employee have been billed.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Hour reports: Customers daily (Standard & Pro)

This report shows the daily hours towards accounts / customers.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Setup Calendar Synchronization (Standard & Pro)

Sync Microsoft Outlook invites with Apple device
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Projects: Project's hour budget (Standard & Pro)

Define how many hours there are to be assigned to the project and make resourcing more efficient. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Hour reports: Hours by user (Standard & Pro)

This report gives you an hour summary per employee on a yearly, monthly and daily level.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Resource scheduling and tracking hours to tasks - combine two project critical features and get team visibility in one app (Standard & Pro)

Lightning fast scheduling and team visibility
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Program settings: Project types (Standard & Pro)

By defining project types you can classify project by their types when reporting. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Program settings: Registering hour entries for locked months (Standard & Pro)

Lock the possibility to edit hour entries saved earlier. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

User rights: Constricted time entry rights (Standard & Pro)

Below is an example of a user's rights with access to only modify time entries. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

User rights: Time Tracker (Standard & Pro)

Define who has the right to see and edit someone's hour markings. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Hour reports: Daily summary by user (Standard & Pro)

This report shows how many hours each employee has worked for and towards which project as a daily summary
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Project number and targeting information for electronic invoicing (Standard & Pro)

How to target invoicing and project numbers. Electronic invoicing
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

User rights: Editing time entries and moving them on to another project (Standard & Pro)

You can edit your own and others' inaccurate time entries.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Add a Project to the Sales Funnel (Standard & Pro)

By adding projects to your sales funnel (pipeline), you can start generating sales figures, tracking hours and expenses.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Admin Tools: Cover letters (Standard & Pro)

Adding and managing cover letters in cost estimates. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Project Category, Reporting Group and Project Type (Standard & Pro)

Three different ways of measuring and analysing your project sales, hours and invoicing
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

How to add a project manager for a project (Standard & Pro)

Define who is responsible for the project and make for example searching for projects easier.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Projects: Quick reports (Standard & Pro)

Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Admin tools: Fixing incorrect work hour balance by using the Work hours balance management tool (Standard & Pro)

If your work hour balance is off, the admin user can make changes in them in the settings tab. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Projects: Memo (Standard & Pro)

Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Define the default status for a new project and default methods for invoicing when project is set to on going (Standard & Pro)

How to change Default status for new project and default settings for invoicing methods
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Admin tools: Importing Projects (Standard & Pro)

How do I import project information to Taimer?
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Resourcing: How to create a sub task (Standard & Pro)

It is possible to create smaller, daily sub tasks under a larger task
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Admin tools: Setting work hours balance to start from a specific date (Standard & Pro)

Here are a few important points regarding balancing work hours in Taimer. (Team, Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Projects: Actual costs (Standard & Pro)

Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Projects: Scheduled payments and invoicing estimates (Standard & Pro)

Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Summary by work task (Standard & Pro)

This report shows hour summaries by work task
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Project status (Standard & Pro)

Defining or changing the status of a project
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Project and sub-project defined (Standard & Pro)

How to manage and invoice sub-projects; resourced work phases, tracked hours and bills
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

How to define the invoicing status on the project card (Standard & Pro)

Invoicing data is given by the invoicing status attributes defined in the project information
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Projects: Create a new project (Standard & Pro)

Creating projects is the key in Taimer.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Projects: Order number / Reference number will be transferred on the invoice (Standard & Pro)

Define the reference number for sales invoices on the project card.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Time tracking to boost productivity (Standard & Pro)

Knowing how long it takes to complete a task or a project aids in overall project planning and the ultimate success of you business!
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

Projects: Hour balance multiplier (Standard & Pro)

You can multiply the amount of your project hours.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

How to set allocated hours (Standard & Pro)

Define how many hours can be used towards a project and make resourcing more efficient.
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Projects: Start and end dates (Standard & Pro)

Define the start and end dates for the project and your team.
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

How to make specific Hour pricing (Standard & Pro)

Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Projects: The project colour coding makes it easy for you to recognize projects in the calendar (Standard & Pro)

Define the project colours in the project's basic information and they will be visible in the calendar. (Business, Enterprise)
Matti Patrakka avatar
Written by Matti Patrakka
Updated over a week ago

How to Copy a project (Standard & Pro)

Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Resourcing (Standard & Pro)

This article explains about the resourcing module under a Project
Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago

Projects: Lost project (Standard & Pro)

Fredi Palmgren avatar
Written by Fredi Palmgren
Updated over a week ago