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
  • Utilizing Activities
  • 1. Create an Activity
  • 2. Define your Activities
  • 3. Create your Activities
  1. GETTING STARTED
  2. Quick start in 5 steps

2. Create Activities

Previous1. Add PeopleNext3. Create Clients

Last updated 5 months ago

Add all the activities that your company will spend time on. Activities mainly include work for clients (such as graphic design, programming, meetings, etc..) but also internal activities (such as meetings and preparing proposals).

Utilizing Activities

  • Defining different types of activities will help us see the profitability of each one individually.

  • Activities are also used for creating project budgets (optional), where each is assigned a different estimated time.

1. Create an Activity

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

2. Define your Activities

Think about the activities you perform for clients—both directly billable ones (e.g., design) and those that are internal costs (e.g., meetings). You can name them in two ways:

  1. By activity name: design, programming, meetings.

  2. By role name: junior developer, senior developer, account manager.

Add at least three activities, which we will use later when creating the first project.

TIP: If you have different rates for the same activities, it’s recommended to use role names. This makes it easier to track the results for each role.

3. Create your Activities

Create all activities, then they appear for assignment in projects and time tracking.

In our example, we chose: design, development, and account management.

For more information, see the articles Creating activities a Activating / Deactivating.

In the next step, we will look at creating clients...

Add a new activity
List of activities