Time & Projects: overview and setup
What the three modes show, how to set up Time & Projects and how to switch modes later.
Time & Projects brings time tracking, projects and working time into meetergo. It works with the apps you already use: appointments become time drafts, a won deal becomes a project, open hours become an invoice draft.
The three modes
An admin picks what your company uses it for. The mode decides which pages you see and where the app opens.
| Mode | For | Opens on |
|---|---|---|
| Working time only | Time clock, breaks and leave. No customers or projects. | My time → Hour account |
| Time on customers | Timer and appointments on customers, without tasks. | My time → Time |
| Projects with tasks | Board, tasks, budgets and billing. | Projects |
Switching the mode never deletes anything. Only the view changes. In Time on customers and Projects with tasks, an admin can also switch on Record working time to add the time clock.
The tabs
Time & Projects has up to five tabs. Where a tab has several views, you switch them with the toggle at the top. The view is part of the link, and next time you open the tab it comes back on the view you used last.
| Tab | Views | Who sees it |
|---|---|---|
| Projects | Projects with tasks mode | |
| My time | Time, Hour account, Absences | Everyone. Hour account and absences with working time |
| Approvals | Team leads and admins | |
| Team | Time, Absences, Capacity | Team leads and admins |
| Reports | Customer, Project, Service, Person | Modes with customers |
You only see the views you may open. A tab with one view shows no toggle. Settings opens from the gear at the top right.
First setup
The first time an admin opens Time & Projects, a short setup asks three questions:
- What do you use Time & Projects for? Pick a mode. Tick Record working time as well if your team clocks in.
- Where does your team work? This sets the break hints and public holidays. In modes with customers, Suggest meetings as time turns each customer appointment into a draft you confirm in one click.
- Who records time? Everyone in the team, or Pick people.
Import data on the last step takes you to the import, for example from Clockodo. See Import from other tools.
Change the mode later
Open Time & Projects → Settings → General and pick another mode under What do you use Time & Projects for?. Members see their own settings there and cannot change company settings.
What each plan includes
| Plan | Included |
|---|---|
| Every plan | Own timer, own drafts, own report, own projects. Hints and works council settings. |
| Light | Team views, projects for the team, billing, working time with change requests, self-export, Austria and Switzerland rules, time-only members. |
| Suite | Budgets with alerts, absences with approval and quotas, hour accounts, DATEV payroll files and upload, Personio, clock links, sick notes (eAU). |
| Premium | Capacity and timeline planning. |
When Time & Projects is paused
In rare cases, for example during an incident, meetergo can pause Time & Projects for a short time. You then see a notice instead of the app. Clocking in and out, stopping a timer, your own export and clock links keep working, and no data changes. When the pause ends, everything is back as before.
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