Bhasha: Hinglish

Log aur projects

Projects (vendors aur engagements)

Projects add kijiye, unhe team ya client se jodiye, members assign kijiye, status badliye aur project details padhiye.

Projects kis kaam aate hain

Project Workclave ko batata hai ki session kis cheez par laga. Reports project-wise timesheet ke liye projects use karti hain. CA firms ko projects Vendors ke roop mein dikhte hain. Agencies ko Engagements ke roop mein.

Project add kijiye

  1. Left menu mein Projects par click kijiye.
  2. Add Project par click kijiye.
  3. Project Name likhiye.
  4. Agar project kisi team ka hai to Team chuniye. Agar aapke workspace mein teams nahi hain, to uski jagah Client text box dikhta hai.
  5. Optional: Assign members aur Assign managers mein log search karke chuniye.
  6. Create par click kijiye.
Add Project form, jismein Project Name, Description, Team, Assign members, Assign managers, Status aur Default billing rate fields hain.

Agar aap team chunte hain aur kisi ko nahi chunte, to Workclave team ke members ko project mein add kar deta hai. Agar aap log chunte hain, to aapki choice use hoti hai.

Is form ke kuch fields abhi save nahi hote: Description, Status aur Default billing rate. Naya project hamesha Active se shuru hota hai. Banane ke baad Change Status use kijiye. Assign managers mein chune log bina extra rights ke project members ki tarah add hote hain.

Projects list

Projects page, jismein upar totals, search box, team filter aur team, members, total hours aur status wali projects table hai.
  • Columns: Project, Team, Members, Total Hours, This Week, Status aur Actions.
  • Search projects aur team filter use kijiye.
  • Filters aur options kholta hai: Status, Member Assigned, Team, Time Spent (weekly hours) aur Activity Level. Apply ya Reset par click kijiye.

Project manage kijiye

Actions column mein ⋮ par click kijiye. Admins aur managers ko yeh options dikhte hain:

  • View Details: details panel kholiye.
  • Assign Members: Select members mein log chuniye aur Save par click kijiye.
  • Change Status: New status mein Active, On-Hold ya Completed chuniye aur Save par click kijiye.
  • Remove Project: confirm karne ke baad project delete kijiye.

Project hatana undo nahi ho sakta. Uske sessions rehte hain, lekin unpar project ka naam nahi dikhta.

Project details

Details kholne ke liye project row par click kijiye. Aapko naam, Team (admins aur managers ise yahin badal sakte hain), status, Managers, Manage Members ke saath Members, Weekly activity, Recent sessions aur Total hours logged dikhte hain.

Project Details panel, jismein project ki team, status, members, weekly activity aur total hours logged dikh rahe hain.

Members ko kya dikhta hai

Projects page par members ko woh projects dikhte hain jinme woh assigned hain, aur woh projects jinme koi member nahi hai. Start session ke bagal wali list workspace ka har project dikhati hai.

Screenshots English interface ke hain.

Related articles

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.

Sessions se time track kijiye

Sessions start aur stop kijiye, project chuniye, automatic lunch breaks samjhiye aur Sessions page use kijiye.

Timesheets aur client billing

Project-wise timesheet se har insaan aur project ke approved aur pending hours dekhiye, client ke hisaab se filter kijiye, aur billing ke liye CSV download kijiye.

CA aur accounting firms ke liye Workclave

CA firm ke liye poora setup: clients, har client ke vendors, staff, har vendor par log hua time, approval aur billing ke liye har client ki monthly timesheet CSV.

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