Creating Activities
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:
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