Here you will learn how to customize workspace settings for your needs. Only a workspace owner and admin can configure the required settings for each particular workspace.
To configure settings for a workspace, just do the following:
- Navigate to Workspace, then click Settings.
- On the right-side menu, select the settings you need.
The General Settings let you configure your workspace view, set project billing, specify the time format, and assign permissions. Below is the list of them with description:
Workspace name - allows specifying a name for a workspace being created.
First day of week – allows selecting the first day of the week that will determine the appearance of the calendar and reports.
Company logo – used for selecting an image for your company’s logo.
Currency – allows setting a default currency, which will be used for all new projects you create.
Default billable rate – allows setting a default hourly billable rate, which will be used for all new projects created in a specific workspace.
Time format in reports – sets the time format displayed in timesheets and reports.
Show start and stop time in detailed report – allows displaying the start and end time of any time entry in the detailed report.
Round time in reports – enables rounding time in reports using three different methods.
Allows all members to create and edit public projects – permits regular users to create a public project and configure its basic settings.
Allow creating tags on the fly – enables pulling tags from external tasks and creating them in TMetric.
Lock timesheets - disallows users to make any changes to timesheets and sets the number of days when they are allowed to edit this data.
Manual Time Editing
Here you can allow the users to manually edit their time, as well as apply these settings for specific members.
Allow editing time manually - controls whether the workspace members are allowed to add and delete time entries manually.
Mobile Time Tracking
Here you can allow the users to track time with mobile devices, as well as apply these settings for specific members.
Allow tracking time with a mobile device - enables tracking time with a mobile device on Android and iOS platforms.
This option allows you to set the mandatory fields for your workspace members to be filled when creating time entries:
- Description - until he specifies a brief description of a task.
- Project - until he specifies a name of the project the time entry belongs to.
- Tags - until he specifies the tags used to categorize working time and filter tasks.
- Task Link - until he starts a task created within TMetric or a time entry in an external task management system by clicking the Start Timer extension button in it.
This option allows you to configure your company's work schedule, which will influence the reports and your monthly time balance.
- In the Workweek section, you can select which days are working days in your company.
- The Workday length value specifies the duration of a working day. If you don't need your monthly time balance, you should leave the Workday length field empty.
- By clicking the Add Date button in Holidays, you can add dates of national or other holidays in your country.
- The Additional Workdays option allows you to specify the dates of extra workdays.