Project Manager
The Project Manager allows you to assign specific projects and related tasks to your employees' schedules. This free tool simplifies tracking the exact time spent on each mission.
To enable this feature, please contact Customer Service. Be sure to mention the Project Manager module in your request. Once activated, the project icon 
will appear in your main menu.
Creating a New Project and Tasks
- In the main menu, click the Project Manager icon (list icon).
- Click the Add a project + button at the bottom right of the screen.
- Fill in the following details:
- Name: Give your project a clear title (e.g., Store Remodeling).
- ExternalCode / Entity External Code: Enter your internal management codes if applicable.
- Users with access to the project: Click the + to add managers authorized to assign this project.
- Create associated tasks: Click the + next to Tasks associated with the project.
- Enter the Task Name.
- Enter the External Code (optional).
- Set the Default Estimated Duration (this will be used if an employee forgets to clock out).
- Click Save.
There is no limit to the number of tasks per project.
You can edit managers or tasks at any time by modifying the project.
Associating Tasks with the Schedule
Once a project is created, you can link tasks to work shifts:
- Create or edit a shift (by employee, position, or planning).
- Click the Project Association tab.
- Click the Add a project task + button.
- Select the Project and then the Task from the dropdown menus.
- Click Add.
- Tip: You can add multiple tasks to a single shift if the employee needs to work on different projects.
- If you copy the shift to other days of the week, the associated tasks will also be copied.
- Click Save (or Add) to finalize the schedule.
Employee Usage
When an employee clocks in via the mobile app or the punch clock, they can select the task to start working, even if their shift hasn't officially started yet.
All clocked hours will be recorded in the project and are visible under: Projects > More tools > Project Progress.
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