ClickTime offers three different methods for controlling which Projects and Tasks users can select when entering time. This guide will focus on the default settings, where Project and Task List Controls are turned off, allowing each user to manage their own options.
For more information on the other available options, please refer to the Project Availability and Task Availability guides.
When Project List Controls are off, employees will have access to a My Projects page.
This is where employees can choose which Client/Project combinations they want to appear on their time entry pages. By default, all active projects will be selected unless the employee specifies otherwise, as explained below.
From this page, employees can choose to either Show All projects for a specific client, Hide All projects for a client, or manually Select which projects should display for that client. To manually select projects, click the "Select Projects" link, which will display all active projects for that client.
Any projects that should be displayed must be checked. After making your selections, click Save to update the preferences.
By default, when a new project is created, it will be available to all employees. If an employee does not want access to any new projects created for a specific client, they should check the "Don't show new projects for this client" option before clicking Save.
Please note that these restrictions will apply for those who use our Expenses Module - only the Projects that the employee can log time to will show as options to bill an expense to.
When Task List controls are disabled, employees will see a Show My Tasks control under the Options menu on both the Day View and Week View time entry screens. This is where they can select the tasks they want to use when logging their time. By default, all active tasks will be available.
To access this list, first click the Options menu:
Then, click Show My Tasks:
In this screen, you can select which Tasks you want to appear in your time entry dropdown by using the toggles. Once you have the desired Tasks selected, click Save:
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