What is an Everhour project
How can you use internal projects
You have teams that work with different clients and have separate projects, but they all spend time on talking to a client, replying to their emails, making team-wide meetings and so on. You don't bill a client for this time, but want to keep track of it, because you pay your employees for this time. You can add an internal project to list all tasks there and invite all team members to track time.
How to create an internal project
This option is available only to team admins. Admins can edit all projects and add themselves to the project members list to be able to track time.
To create a new project:
- Open the Projects page.
- Click on Create Project in the upper right-hand corner.
When you click to add a new project, you should:
- Give it a name.
- Set a project layout (list or board view).
- Choose the client which a project refers to.
- Assign a project to team members to let them track time.
- Decide who can create and delete tasks in a project: only admins or each team member.
Next step is to fill the project in with sections and tasks. Open the project and click on Add Section/List, depending on what layout you choose. Sections or lists allow dividing a project into different stages or separate tasks by activity. You can see these sections in our reports when you use the column called Iteration.
Type the title of the section, and add a task through the Add Card/Task option. This is how the project creation looks at a glance:
When you save the project, it appears under your Projects tab. There is a filter by project source that allows showing only Everhour projects. All projects can be assigned to clients that you created in Everhour, have budgets and be billable.
How to delete or archive an Everhour project
If you delete an Everhour project, all its tasks and time history you have reported in will be removed completely. However, if it is added into the archived tab, you will be able to check the history in your reports and reactivate a project to resume tracking.
You can delete/archive a project by:
- Going to Projects
- Clicking on a project name
- Pressing the 3-dot sign next to a project name
- Choosing Edit project
- Choosing more actions > Archive Project or Delete Project