Project Setup

Organize Projects and Tasks in TymzUp

Set up projects and tasks so time entries are easy to choose and reports are easier to read.

What this helps you do

Build a practical structure in Settings > Projects/Lists without adding more detail than your team needs.

  • Choose projects
  • Use tasks carefully
  • Name work clearly
  • Keep reports readable
  • Review structure later
Checklist

Set up projects and tasks

Start with the reporting level you care about, then add task detail only when it makes time entry or reporting clearer.

1

Decide what should be a project

A project is the main bucket where time rolls up. Use projects for clients, internal work areas, departments, or work categories you want to review in reports.

2

Create clear project names

Names should make sense later in Time Entry and Reports. Avoid vague names that require extra explanation.

3

Add list items when they improve clarity

List Items can support task-level detail such as meetings, support, admin, review, or delivery work. Leave them out if project-level tracking is enough.

4

Test the structure in Time Entry

Before rolling it out to a team, save a few sample entries. If choices feel confusing, simplify the setup.

5

Review reports after real use

After a week or two, check whether the structure is helping reports. Add detail only where it answers a real review or billing question.

Examples

Simple setup examples

Use case Projects Tasks or list items
Solo consultant Client A, Client B, Internal Admin Optional: Meetings, Delivery, Admin
Small service team Client Work, Operations, Business Development Discovery, Delivery, Support, Review
Internal tracking Operations, Training, Admin Optional, only when reports need detail
Tip

Start lighter than you think

Too many choices can slow down time entry. A smaller structure that people actually use is better than a detailed structure no one maintains.

Related Resources
First Time Entry Test your setup by saving a real entry. Run & Export Reports See how project structure appears in reports. Manage Team Members Support shared time tracking across users.
Next Step

Good structure makes reporting easier

Once projects and tasks are clear, time entries become faster and reports become easier to trust.

Open Reporting Guide Back to Resource Hub