Tips and tricks

These are the moves people miss after the first hour. Walkthroughs for each screen live in Help.

Jump anywhere

Press ⌘K (Mac) or Ctrl+K (Windows/Linux), or the search control in the header.

• Type a project or task name to open it.
• Jump to Home, Projects, Tasks, Profile, Workspace, Notifications, Billing, Help, or log out.
• Install the app from the palette when your browser supports it.

Filters stick in the URL

List pages put search, status, sort, and pagination in the address bar. Bookmark or share a filtered Projects or Tasks view instead of rebuilding it.

Useful filters:

• Tasks → assignee Assigned to me
• Tasks status Open for everything still in play
• Projects status Active, or By client when you have clients
• In All workspaces, filter by workspace so mixed lists stay readable

Several timers at once

You can run up to 10 live timers. Use that when you context-switch (support plus a feature, or two clients in one afternoon).

• Start from sidebar Start timer, a task, or Home.
• Double-click a task in Start timer, or pick a Recent timer (last three open timers).
• Use Pause to take a break, or Stop to end the timer. Stop asks whether the task is done.
• Pause all on Home when you step away.
• Only assignees and project admins can run a task’s timer.

If a project auto-approves time, entries that still fit the quoted hours skip the review queue. Turn that on in Project settings → Time. Time beyond the quote stays pending until an admin approves it.

Home is the daily briefing

Home is more than a greeting:

• Hour cards include live time, not only saved entries.
• Mini stats jump to filtered Tasks (today, completed this week, open, overdue).
• Task columns (Assigned to me, Overdue, Due this week) are the same filters you would build by hand.

Client-portal Home hides staff KPIs unless that client allows time tracking.

Board, timeline, and calendar

On a project’s Tasks tab or Tasks:

• Board — drag cards between Todo, In progress, Done, and Cancelled.
• Timeline and Calendar — change plan dates when you have access (no extra form).
• Create labels in Project settings first if the label picker is empty.
• Finish open subtasks and blockers before you mark a parent task done.

Recurring work

On a task, set Repeat to Daily, Weekly, or Monthly, then interval and until date. Use this for retainers, standups, and invoice prep so you are not recreating the same card.

Mentions and docs

• In task Notes, type @ to pick a project member from autocomplete (search by name, slug, or email). Mentions only fire when you create a note, not when you edit one. The mentioned person must enable In-app, Push, or Email for Mentioned in a comment on that project — those channels default to off.
• Project Documents are Markdown. Use fenced mermaid or dot blocks for diagrams; preview renders them.

All workspaces vs one workspace

All workspaces is for scanning Home, Projects, and Tasks across every org you can access.

Switch back to a single workspace when you need Clients, Teams, Members, Reports, Finance, Billing, Shared, or Workspace settings. Those screens are hidden (and URLs bounce to Home) while All workspaces is on.

Creating a project or task from All workspaces asks which workspace it belongs to.

Clients and sharing

• By client on Projects groups work without opening each client record.
• Portal users must sign in before an invite link works. We email the invite; remind them to open it while logged in.
• Freelancer project invites land under Shared, not as company staff.

Profit without a spreadsheet

Set org default bill and cost rates on Finance, then override on the project’s Financial settings when a client is different. Charge currency and invoice currency can differ (USD rates, AED or INR invoice).

• Member cost rates make staffing profit real on Reports.
• Market FX is loaded automatically when a project bills in another currency than the reporting currency.
• Create client invoices from approved billable time, send a shareable link, and record partial payments.
• Price unpriced legacy entries from Finance if older time has no rate.

Notifications that match the work

On Notification settings, pick a project, then toggle In-app, Push, Email, and WhatsApp per event (assigned, due, mention, and so on).

• Save a phone in E.164 (+14155552671) before WhatsApp will send.
• Install the PWA (header Install, or iOS Share → Add to Home Screen) so browser push is more reliable.
• You can enable push on several devices. Log out (or wait for the session to expire) to unlink that browser; the next account that signs in there can attach it.

Plan limits

Free hours reset monthly on UTC, not your local midnight. If a create or timer is blocked, read the plan-limit banner and check Billing for the current workspace.

Finish cleanly

Complete project stays disabled until every task is Done or Cancelled. Cancel work you will not do instead of leaving it in Todo forever.

Theme and profile

Light, Dark, or System from the sidebar or Profile. Email cannot be changed; password can, including Forgot password when you are signed out.