Log aur projects
Teams aur clients
Teams banaiye, rename kijiye aur delete kijiye. CA firms aur agencies teams ko clients ki tarah use karti hain aur unse projects jodti hain.
Team kya hai
Team ek working group hai. Ek insaan kai teams mein ho sakta hai. Ek project ek team ka ho sakta hai. CA firms aur agencies ke liye team ek Client hai, aur uske projects woh kaam hain jo aap us client ko bill karte hain.
Teams aur departments mein farak
| Team (ya Client) | Department | |
|---|---|---|
| Maksad | Kaam aur projects ko group karna | HR structure |
| Har item mein log | Kai | Kai |
| Har insaan ke items | Kai | Ek |
| Kis kaam aata hai | Projects own karna, timesheets filter karna, approvals route karna | Profiles, reports, register filters, HODs |
| Kahan manage karein | Settings → Teams & Permissions | Team page ya Settings → Departments (HR) |
Team banaiye
- Settings → Teams & Permissions par jaaiye. CA firms aur agencies ko Clients & Permissions dikhta hai.
- Create team ke neeche New team name mein naam likhiye, jaise “Sales”.
- Create par click kijiye.
Workspace admins aur team managers teams bana sakte hain. Team banane wala insaan uska pehla member banta hai, team ke admin ke roop mein.
Team rename ya delete kijiye
- Your teams ke neeche team dhoondhiye.
- Rename ke liye Rename par click kijiye, naya naam likhiye aur Save par click kijiye. Rokne ke liye Escape dabaiye ya Cancel par click kijiye.
- Delete ke liye Delete par click karke confirm kijiye. Message batata hai ki team ke members workspace mein bane rehte hain.
Jis team mein abhi bhi projects hain, use delete nahi kar sakte. Workclave dikhata hai “Move or delete its projects first; they hold the billable history.” Pehle har project ko doosri team mein move kijiye ya delete kijiye.
Sirf workspace admins teams rename ya delete kar sakte hain. Baaki logon ko dikhta hai “You do not have permission to manage this team.”
Projects ko team se jodiye
- Project add karte waqt Team field mein team chuniye.
- Project move karne ke liye uski details kholiye aur Team field badliye.
- Projects page aur Reports timesheet mein team filter use kijiye.
Dekhiye Projects.
Abhi team membership kaise hai
Abhi web app mein logon ko team mein add karne ki koi screen nahi hai. Team ka member wahi hai jisne use banaya. Isse approval routing par asar padta hai. Dekhiye Sessions approve kijiye. Project members alag hote hain, aur aap unhe har project par set kar sakte hain.
Screenshots English interface ke hain.
Related articles
Projects add kijiye, unhe team ya client se jodiye, members assign kijiye, status badliye aur project details padhiye.
Departments banaiye, har insaan ko ek department mein rakhiye aur Head of Department (HOD) chuniye.
Company, Accounting / CA firm ya Agency chuniye, taaki Workclave aapke kaam ke hisaab se words use kare, jaise Clients aur Vendors.
Jaaniye har session ko kaun review karta hai, timesheets kaise approve ya wapas bhejein, aur ek saath kai kaise approve karein.