Hey, great vide. we are a software agency, we work with clients in our clickup. I don't want my customers to see our time tracks. What do you suggest for this? This feature not included in clickup. Tx
You can by creating lists for client retainers and projects. If all work for a retainer goes in to one list and all time is tracked against those tasks, you'll be able to track time against a single project or retainer for clients. When it comes to budgets, this is a bit trickier. You cannot set a budget against a list, but we build "Mission Control" spaces for our clients where client budgets are stored as well as cost and billable rates for team members. We then pull that data in to a PowerBI dashboard for visibility and analysis. You can see what that looks like here: ua-cam.com/video/yI7VJcxV6W4/v-deo.html
If you're talking about the "My Tasks" view at the everything level, this would be done by grouping by due date in that view. If you're referencing the timesheet in the time tracking dashboard, this can be created with a timesheet card!
I tried exporting a Time By Client / List view, and the CSV that comes out is unusable. They have every time record listed individually. Is there a way to have a grouped export? This would be really useful for more advanced profitability and pacing spreadsheet work. Any advice is appreciated.
To be honest, that's a pain point with ClickUp right now. Exporting time logs is a bit unusable unless you've got a good spreadsheet built. We built a reporting infrastructure that pulls the data out via API in to a PowerBI dashboard like this: ua-cam.com/video/yI7VJcxV6W4/v-deo.htmlsi=yuArWrJJJik5rEnQ
Very helpful thanks! Is there a way to setup a time tracking dashboard for one client only? The dashboard filter at the highest level allows me to choose the client folder but the time tracking cards "currently does not support dashboard filters'. I'm hoping to build a dashboard and share with my clients which includes time tracking?
Yes you can. Either use the client folder as the filter, or you can use a client custom field if you've set that up. And that's probably because you're using the full dashboard filter instead of the card specific filters. Each card has it's own filters, so you'll want to use those. ClickUp rolled out dashboard filters without it working with every card so it doesn't work all that well.
Thanks for the video. Does this time tracking feature lets employers know what their employees are doing every second they're signed in, i.e. do they see when you're browsing the internet or doing something outside ClickUp?
@@ZenPilot thank you so much! And is it possible to integrate ClickUp with an app that allows for tracking someone's computer screen? Thanks in advance.
There's better visibility when it's at the everything level. You could build this in your process library, but we often advise larger teams to hide the process library from most team members. You only need your main process builders to have access to the process library. Therefore, not everyone would have access to a document in the process library.
Hi is there a way to auto start/automate the time tracker? like when the member is change the status of the task to in progress. the tracker should be automatically start
So you're not billing all time tracked against a task for a client? The only way to differentiate time in that case would be to use the "billable" and "not billable" setting on the ClickUp time tracker.
@ZenPilot if it's over 15 mins yes, if it's under 15 mins we bill 15 mins. And when I say bill, the are on a retainer so wr are not actually billing them, just tracking "time used"
@@jackieapplebyOBM Hmm so then the best way of doing this (or at least to distinguish these items) would be to use the billable vs. non-billable feature.
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Amazing content. I wish the screencasts were higher res, but still, seriously great content for clickup users.
Finally a full overview. Thanks.
Hey, great vide. we are a software agency, we work with clients in our clickup. I don't want my customers to see our time tracks. What do you suggest for this? This feature not included in clickup. Tx
hey! wondering if there's a way to track time against a client budget and services(project, retainer, ect) this is the one dealbreaker for my team.
You can by creating lists for client retainers and projects. If all work for a retainer goes in to one list and all time is tracked against those tasks, you'll be able to track time against a single project or retainer for clients.
When it comes to budgets, this is a bit trickier. You cannot set a budget against a list, but we build "Mission Control" spaces for our clients where client budgets are stored as well as cost and billable rates for team members. We then pull that data in to a PowerBI dashboard for visibility and analysis. You can see what that looks like here: ua-cam.com/video/yI7VJcxV6W4/v-deo.html
Great video, it's helped me organize things much better. How do you get the view by day in your Everything dashboard?
If you're talking about the "My Tasks" view at the everything level, this would be done by grouping by due date in that view.
If you're referencing the timesheet in the time tracking dashboard, this can be created with a timesheet card!
I tried exporting a Time By Client / List view, and the CSV that comes out is unusable. They have every time record listed individually. Is there a way to have a grouped export? This would be really useful for more advanced profitability and pacing spreadsheet work. Any advice is appreciated.
To be honest, that's a pain point with ClickUp right now. Exporting time logs is a bit unusable unless you've got a good spreadsheet built. We built a reporting infrastructure that pulls the data out via API in to a PowerBI dashboard like this: ua-cam.com/video/yI7VJcxV6W4/v-deo.htmlsi=yuArWrJJJik5rEnQ
Very helpful thanks! Is there a way to setup a time tracking dashboard for one client only? The dashboard filter at the highest level allows me to choose the client folder but the time tracking cards "currently does not support dashboard filters'. I'm hoping to build a dashboard and share with my clients which includes time tracking?
Yes you can. Either use the client folder as the filter, or you can use a client custom field if you've set that up.
And that's probably because you're using the full dashboard filter instead of the card specific filters. Each card has it's own filters, so you'll want to use those. ClickUp rolled out dashboard filters without it working with every card so it doesn't work all that well.
Thanks for the video.
Does this time tracking feature lets employers know what their employees are doing every second they're signed in, i.e. do they see when you're browsing the internet or doing something outside ClickUp?
Nope. This isn't tracking time based on what is on their computer screen. This is only tracking time against tasks in ClickUp!
@@ZenPilot thank you so much! And is it possible to integrate ClickUp with an app that allows for tracking someone's computer screen? Thanks in advance.
Is there a specific reason to include this Knowledge Base Wiki in the Everything tab VS. a doc in a Process Library Space in the side bar?
There's better visibility when it's at the everything level. You could build this in your process library, but we often advise larger teams to hide the process library from most team members. You only need your main process builders to have access to the process library. Therefore, not everyone would have access to a document in the process library.
Hi is there a way to auto start/automate the time tracker? like when the member is change the status of the task to in progress. the tracker should be automatically start
There is no way to automate it. We've only set up automations that change the status to in-progress when someone starts tracking time.
We bill in 15-minute increments. Is there a way to show the actual time and billed time?
So you're not billing all time tracked against a task for a client?
The only way to differentiate time in that case would be to use the "billable" and "not billable" setting on the ClickUp time tracker.
@ZenPilot if it's over 15 mins yes, if it's under 15 mins we bill 15 mins. And when I say bill, the are on a retainer so wr are not actually billing them, just tracking "time used"
@@jackieapplebyOBM Hmm so then the best way of doing this (or at least to distinguish these items) would be to use the billable vs. non-billable feature.