How to add people and projects

People and projects are the two building blocks of your schedule and timesheets. Add them first, and you can start booking work and tracking time right away.

The video above shows the whole flow. The steps below cover the same ground in writing.

Before you start

• You need the Owner or Manager role. People with the Regular role cannot open these settings.
• Your plan sets how many people you can add. On the Startup Plan you can have up to 2 Full Members and no Light Members.

Add your people

1. Go to Settings and open People.
2. Click the green + button.
3. Choose Light Member (listed and bookable, no login) or Full Member (has a login and a role).
4. Fill in the details and save.

To invite a Full Member with just an email and a role, choose Invite teammate instead. See Invite a teammate.

Full Members get an invitation email. For all the options, see Add people to your organization.

Add your projects

1. Go to Settings and open Projects.
2. Click the green + button.
3. Enter a project name and pick a label color.
4. Save the project.

You can add tags, custom fields, timesheet approval and milestones now or later. For all the options, see Set up projects.

Tips

• Have a long list? Both screens have an import option for CSV files. See the import sections in the two articles above.
• Add extra details such as job title or client with custom fields.