Project time tracking in Timely just got even more fabulous with the addition of two cool new features: recurring budgets and tag lists 💁🏻. You can now easily manage retainers and ongoing projects, as well as quickly standardize time reporting across your company. Dreamy!
Due to huge popular demand, we’ve just added in the ability to track recurring time and money budgets for Company plan users. This makes ridiculous sense if you regularly work on rolling projects and retainers, but also if you want to control how you divide resources across your different projects.
Previously, we had you manually creating identical projects each month to track these ongoing budgets — and we’re sorry. It all ends now!
You’ll now find a shiny new "Budget" section when you go to create or edit a project:
Just punch in your budget total, choose your recurring time interval and set a start date for your project. Once your interval has passed, your budget will automatically reset itself afresh! 🌿
Naturally, we’ve also given you a fancy new “Budget” tab in you project overview page:
It's a great way to quickly review and analyze where your recurring budgets go, and compare fluctuations in your budget spend across different time periods.
Tags are the simplest way to quickly classify different time activities, but since no two projects are quite the same you can end up drowning in them. A lot of you got in touch to say that employees were using the wrong tags to report time out of confusion, so we’ve had a go at cracking the problem. Behold tag lists:
With your new tag list feature, you can quickly create tailored groups of tags for your different projects. It provides a definitive list of all the activities that should go into that project, and helps employees select the right tags to standardize time reporting across your company.
You can set up as many Tag Lists as you need for each project and — if you’re on the Company plan — you can toggle “require” on the sub-tags your employees have to add to every entry.
You can also create sub-tags from Settings > Tags. Just remember to "allow" the sub-tags you want to show up across your projects.
They’re not going anywhere! They will just default as individual Tag Lists. Until you add sub-tags to them, they will remain empty, like so:
But you will still be able to tag work using them:
There’s a ton of information available in Timely, so we’re working hard to make it more accessible — only showing you the most relevant information needed for any specific action. Tag lists mark a big improvement in Timely’s usability and information logic, and we plan to keep going! Just let us know where you think we should focus our efforts next. 💡
The wait is over! You can now connect Timely with QuickBooks Online for accurate, effortless invoicing. As your most-requested feature we can’t wait to hear what you make of it! We’ve also snuck in some extra goodies this month, including a refreshed version of “planned time” from your Hours page.
Check out your latest Timely nuggets — including a brand new Zapier integration, increased tag customization, and UI optimizations to make automatic time tracking even more of a doddle. A HUGE “Thank you” from the whole team for helping us win a further 14 awards from G2 Crowd!
New year, new releases! We’ve started 2021 by bringing greater flexibility to Tags. You can now customize tag settings across all of your projects, ensuring people log project work using the right tags with minimal tag management and admin. Check out all of your January updates!