Costlocker guide
  • GETTING STARTED
    • What is Costlocker and who is it for
    • Registration and Company setup
    • Quick start in 5 steps
      • 1. Add People
      • 2. Create Activities
      • 3. Create Clients
      • 4. Create Projects
      • 5. Time Tracking
    • What's next?
  • Projects
    • Managing a Project
      • Creating a Project
      • Creating a Project by Duplication
      • Auto ID
      • Tags
      • Responsible People
      • Discount on the project
      • Project Billing
      • Finishing a Project
      • Exporting the Budget
      • Locking a Project
    • Recurring project
      • Creating a Recurring Project
      • Working with a Recurring Project
      • Manually Duplicating a Recurring Project
    • Types of Budgets
    • Project Detail
      • Overview
      • Report
      • Alerts
      • Cost Estimate
      • Billing
      • Rates
      • Business Reports
      • Timesheet
      • Notes
    • Project Expenses
      • Project Expenses Report
    • Billable vs. Non-Billable Hours
  • People
    • Adding people
    • User Roles
    • Activating / Deactivating a Person
    • Salary
    • Bonuses
    • Calculating an Employee's Hourly Rate
  • Activities
    • Creating Activities
    • Activating / Deactivating an Activity
  • CLIENTS
    • Creating a Client
    • Activating / Deactivating a Client
    • Setting Default Client Rates
  • Time Tracking
    • Time Tracking
  • Timesheet
    • Daily Time Entry
    • Weekly Time Entry
    • Timesheet Views
      • Summary
      • Day by Day
      • Weekly
      • Live
  • Reports
    • Company Performance
    • Report of Finished Project
    • Workload
    • Business Reports
    • Project Expenses
    • Billing
  • Profitability
  • Your Company
    • Basic Overviews
    • Alerts
    • Overhead Costs
    • Fixed and Monthly Rate
    • Calculation of Overhead Cost per Worked Hour
    • Analysis Cost Allocation in projects
  • Settings
    • My Account
    • Desktop Application
    • Company
    • Groups
    • API
  • Applications
    • MacOS Application
    • Windows application
    • iOS Mobile Application
  • Integrations
    • Integration with Make
    • API
  • Subscription
    • Trial period
    • Switching to a Paid Account
    • Subscription Settings
    • Billing email adress
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On this page
  • How to Create an Activity
  • How to Name Activities
  1. Activities

Creating Activities

PreviousCalculating an Employee's Hourly RateNextActivating / Deactivating an Activity

Last updated 4 months ago

Activities are all the tasks in which your company spends time. These include internal activities, such as meetings, preparing proposals, etc., and also client work, such as creating a graphic design, programming, or meetings.

We use activities to create budgets.

You assign a time estimate to each activity you plan to work on. This allows you to manage projects better and monitor how they are progressing.

How to Create an Activity

In the top menu, select the Activities tab and then click on Add New Activity on the right.

Think about the activities you perform for clients—whether they are billable (e.g., design) or non-billable costs (e.g., meetings).

How to Name Activities

You have two options for naming activities:

1. By Activity Name

  • Design

  • Programming

  • Payroll Processing

  • ...

2. By Role Name

  • Junior Developer

  • Senior Developer

  • Account Manager

  • ...

TIP: If you have different rates for the same activities, we recommend using role names instead. This makes it easier to track results for individual positions.

In our example, we chose:

  • Design

  • Development

  • Account Management

The view of our activities list currently looks like this:

Activities - Add new
List of activities