Getting Started

A check-in is how we call tracking your time. There are two ways to do this:

  • Via the check-in form (see image below): Whenever your are working on a project and want to report your status regardless if it's for client work or not, just fill this short form and you're good to go. Here you'll fill out the project you're working on, the tasks that are closest to what your activities were (which will automatically be grabbed from the project), and the time. You have the option to select "All day" or enter an exact time by the hour. The "All day" option is useful for when you work on a project consistently during a day and didn't really switch back and forth. We automatically convert this into 8 hours in order to make tracking easier. Finally, describe "What you're working on" as you would when writing a short tweet or message.

  • Via activities: Dashable has a unique feature which allows you to tap into the activities being performed in third-party project management tools like Pivotal Tracker, Trello, Basecamp and Github. This makes tracking your work a lot easier. Similar to what you would do with a regular check-in, we simply structure your activity from these tools so that you can easily structure your check-in. If for some reason you miss a day or two, we'll keep it there when you're ready to check-in, making it a bit easier to remember ;)

 

Whenever you're working with a team, both your check-ins and theirs will be available within the project page under "Check-ins."

Here you'll be able to mark them as billable or non-billable and be able to approve or archive them. Approving them makes them available to be invoiced. Archiving them simply sends them to the check-in archive which you can always check via the Reports page.

 

How to Add a Contact: Go to the "Client" tab in your left navigation. Choose a Client, then click "Add a contact". Enter the email of the contact you want add. Note: We catch existing emails.

Adding a Contact vs Adding a User: Simply adding a contact does not make that contact a "user" of Dashable. You will however be able to send the contact invoices and other emails.

In order to invite a Dashable user simply click the box below and they will automatically receive an invitation.

 

You can easily invite as many teammates as you'd like to help you track their work via check-ins or even invoice.

Once you've invited a teammate they'll be able to signup and set up their account. If you have any third-party integrations, they'll be be asked to connect with their respective accounts so that they can easily track their activities.

 

When teammates are invited, they have minimal access to the information in your Dashable account. They will only be able check-in into projects they have access to or have a public setting, view projects available to them and see their teammates.

You can provide your teammates with further access to the information by changing their role to Supervisor or Admin. You can easily change their role and project access by visiting the Teammates Page,

 

If you no longer want one of your teammates to access their their accounts you can easily Archive it. You can do this by visiting the Teammates page, clicking on the teammate you would like to archive, then visiting their permissions page. There you'll be able to archive the teammate.

Anytime you'd like to restore access, just visit the Archived teammates page and unarchive them.

We currently don't support the ability to fully delete teammates.

 

Remember the check-ins you approved in your Projects page? (See: What are check-in approvals)- You can instantly invoice them from your Invoice page in the left navigation. You will see "Projects Ready" and to the right "Generate an invoice" You will be able to generate an invoice from those approved checkins for the associated project. Note: If you don't have a "Set Rate" You will be able to go back to your projects page and edit the rates to Generate the invoice.

 

You don't need to use approved check-ins in order to create an invoice. You can also create an invoice from non-approved check-ins by going to your Invoices tab and clicking "Create an Invoice."

Simply choose the specified Client & Project from the Drop Down menu. (Note: Right now you cannot create a new Client inside the invoice)

When you add an item to an invoice the recent tasks for that project are automatically remembered when you click "add task".

 

As an admin user, you can create a new project by clicking on the "Create project" in the right hand side of your Dashboard or by visiting the Projects page on the left. See image below.

 

Tasks are high level activities you can organize your time into. If you are doing client work, you can have different rates for different tasks and these will make it easier for your client to understand what you're spending your time on.

For instance, if you are building a website you could have some of these high level tasks:

*Design *Front end development *Copywriting

The important thing is that both you, your team and your client are aware of what each means.

You can always add as many as you'd like to a project and edit your global task list in your Settings.

 

When creating a project, you are given the option to make it public or private.

A public project is visible to all your teammates with access to Dashable.

A private project will only allow your account admins and teammates with permission to view, and check-in into projects to report work being performed.

This is pretty useful when you have contractors working with you on a particular project and don't want them to have access to all company projects.

 

There are two kinds of project:

  • Internal projects: These won't be billed to an external client and are mostly used to manage internal initiatives within your team or company.
  • Client project: These projects will be billed to an outside client and have billable and non-billable tasks associated with them.
 

You can set up two different types of projects in Dashable.

  • Fixed bid/Fixed time: Use this setting if your project has a set time and cost estimate associated to a particular scope you need to meet for a client, this type of project . You'll easily be able to see how much time is being spent on each task and Dashable will alert you as you start getting close to your budget.

  • Time and materials: Use this setting when working with a client and there is not a set scope or budget.

A Fixed Bid. If you choose the fixed bid option, you will be taken to a page where you can add tasks at an hourly rate WITH a set budget. This is what makes a Fixed Bid different from Times & Materials.

Times & Materials. If you choose the options for Times & Materials, you will automatically be taken to a page where you can add tasks at an hourly rate (Image below). See "What are tasks" to learn more.

 

At any time you can integrate your Dashable Project with a third party service you are already using. You can integrate while you are editing or adding a project or go to settings at a later time.

Note: Integrations can take up to 5 minutes to synchronize.