The Customization section lets you tailor ClickTime to your organization’s language and branding. Use it to upload a Report Logo and define the Terminology employees see throughout time entry and reports.
Summary: Add a logo that prints on reports, and choose the labels for your primary time-tracking dimensions (like Client, Project, Task, Division). Terminology changes affect what people see across Day/Week View, reports, and filters—so pick terms your teams recognize.
Where to find it: Company > Preferences > Customization (section).
Jump to a section:
Report Logo
Upload a logo that appears in the header of reports generated from your account.
- Scope: This logo is used on reports only.
- How to add: Click Add Logo, upload your image, and save.
-
Branding the app UI: If you need your logo on the navigation or sign-in pages, contact support@clicktime.com to confirm eligibility.
Terminology
Choose the labels employees will see in Day View, Week View, and elsewhere. Select from the standard terms, or pick other (please specify) to define your own singular & plural terms.
1) Primary entity
Who you are doing work for / billing time to (e.g., Client, Customer, Grant, Program).
2) Sub-category of the primary entity
The project or engagement under the primary entity (e.g., Project, Engagement, Award, Case).
3) Description of the time (type of work)
The activity people perform (e.g., Task, Activity, Service, Phase).
4) How you group people
Your internal grouping of employees (e.g., Division, Department, Team, Practice).
Custom terms: Choose other (please specify) to enter the exact singular and plural forms you want used throughout ClickTime (for example, “Engagement/Engagements”).
How terminology impacts the product
- Time entry UI: Labels appear in Day View/Week View pickers and the Timesheet View.
- Reports & filters: Column headers, filter names, and field labels use your chosen terms.
- Help content/search: Your internal guides and training should use the same terms to avoid confusion.
- Data structure: Changing terminology updates labels only; it doesn’t change underlying relationships (for example, a “Project” is still the same object even if you label it “Engagement”).
Heads up: Terminology is global. Changing it will update labels everywhere. Let teams know in advance, and consider timing changes between reporting cycles.
Best practices
- Match your real world: Pick terms your people already use (client/project/task, program/grant/phase, etc.).
- Keep it short: Short, recognizable labels fit better in dropdowns and reports.
- Train once: Add a quick glossary to onboarding/training so new folks learn the chosen terms.
- Coordinate naming with other sections: If you rename terms here, review related sections like Time Entry Controls and Billing Rates so everything reads consistently.
Troubleshooting
- “I changed a term but old wording still shows up.” Refresh cached pages and re-generate the report. If you use custom report templates, update their labels to match.
- “Employees are confused by the new words.” Share a one-pager with examples (old term → new term), and temporarily keep both terms in internal comms during the transition.
- “Our logo isn’t on the login page.” That branding is separate from the report logo. Contact support@clicktime.com to review options.
Comments
0 comments
Article is closed for comments.