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Tags and Rates

Tags and Rates help you organize your work and track earnings accurately. Tags categorize tasks across projects, while rates define how your time translates to income.

iPad

On iPad with enough screen space (full-screen or a wide split view), the Tags and Rates screens render as a two-column list + detail layout. Tapping a row opens the edit view in the right column. See iPad Cockpit → List + detail.

Tags Overview​

Tags are color-coded labels you can assign to any task. Unlike projects, tags work across your entire workspace, making them perfect for categorizing work by type, priority, or any other dimension.

Tags ListTags List

Common Tag Uses:

  • Work types: "Meeting", "Development", "Design", "Admin"
  • Priority levels: "Urgent", "Normal", "Low Priority"
  • Clients: "Client A", "Client B" (for multi-client projects)
  • Status: "Review Needed", "Blocked", "In Progress"

Creating Tags​

Step by Step​

  1. Go to Settings → Tags
  2. Tap the + button
  3. Enter a tag name
  4. Choose a color
  5. Tap Save

Tag Properties​

Create Tag form with name, color, and team fields.
PropertyDescription
NameDescriptive label (e.g., "Meeting")
ColorVisual identifier in lists and charts
TeamShare with team members (Pro)

Choosing Colors​

Select colors strategically:

  • Consistent meanings - Red for urgent, green for complete
  • Visual distinction - Different colors for different categories
  • Brand alignment - Match client or project colors

Using Tags​

Assign to Tasks​

When creating or editing a task:

  1. Tap Add tags field
  2. Select one or multiple tags
  3. Tags appear as colored chips
  4. Remove by tapping the X on a tag

Tags on Running Timer​

Add tags while tracking:

  1. With timer running, tap the edit icon
  2. Select Add tags
  3. Choose your tags
  4. Continue tracking

Filter by Tags​

Find tagged tasks quickly:

  1. Open the Task List
  2. Tap the filter bar
  3. Select Tags filter
  4. Choose one or more tags
  5. View only matching tasks
Multiple Tags

Tasks can have multiple tags. Use combinations like "Meeting" + "Client A" for precise categorization.

Tag Statistics​

View time distribution by tags in Statistics:

  1. Open Statistics
  2. Find the Tags chart
  3. See time spent per tag
  4. Identify where effort is concentrated

Insights from Tag Stats:

  • How much time goes to meetings
  • Development vs. admin ratio
  • Client-specific time allocation

Managing Tags​

Edit a Tag​

Edit Tag screen letting you change a tag's name and color.
  1. Go to Settings → Tags
  2. Tap the tag to edit
  3. Modify name or color
  4. Save changes

Changes apply to all tasks with that tag.

Archive a Tag​

For tags you no longer use:

  1. Go to Settings → Tags
  2. Swipe left on the tag
  3. Tap Archive

Archived Tag Behavior:

  • Hidden from tag picker
  • Historical data preserved
  • Can be unarchived later
  • Existing tasks keep the tag

Delete a Tag​

Permanently remove a tag:

  1. Go to Settings → Tags
  2. Swipe right on the tag
  3. Tap Delete
  4. Confirm deletion
Deletion Impact

Deleting a tag removes it from ALL tasks, past and present. Consider archiving instead to preserve historical categorization.

Team Tags​

Pro Feature

Team tags require a Pro subscription with Teams enabled.

Share tags across your team for consistency:

Personal vs Team Tags​

TypeVisibilityUse Case
PersonalOnly youIndividual categorization
TeamAll team membersConsistent team reporting

Creating Team Tags (Admin)​

  1. Go to Settings → Tags
  2. Tap + to create
  3. Enable Team Tag
  4. Select the team
  5. Save

Team members see the tag immediately.

Rates Overview​

Rates modify how your tracked time converts to earnings by applying multipliers and extras to your project's base hourly salary.

How Rates Work:

  • Each project has a Salary/Hour (base rate, e.g., $50/hour)
  • Rates apply a Factor (multiplier) and optional Extra (fixed addition)
  • Task earnings = Hours × (Project Salary × Factor) + Extra
Rates list showing standard, overtime, and weekend rate examples.

Rate Use Cases:

  • Standard work (factor 1.0)
  • Overtime (factor 1.5)
  • Weekend/holiday work (factor 2.0)
  • Discounted rates (factor 0.5)
  • Travel/per diem additions (extra amount)

Creating Rates​

Step by Step​

  1. Go to Settings → Rates
  2. Tap the + button
  3. Configure rate properties
  4. Tap Save

Rate Properties​

Create Rate form with title, factor, and extra per hour.
PropertyDescriptionExample
TitleDescriptive name"Standard", "Overtime", "Weekend"
FactorMultiplier applied to project salary1.0, 1.5, 2.0
ExtraFixed amount added per hour$0, $10, $25
EnabledWhether rate appears in pickerOn/Off
ArchivedHide from picker but preserveOn/Off

Understanding Rate Calculations​

Rates multiply the project's base Salary/Hour:

Rate NameFactorExtraProject SalaryEffective Rate
Standard1.0$0$50/h$50/hour
Overtime1.5$0$50/h$75/hour
Weekend2.0$0$50/h$100/hour
Discounted0.5$0$50/h$25/hour
Night Shift1.0$10$50/h$60/hour

Key Point: The same rate applied to different projects produces different earnings based on each project's Salary/Hour.

Project Salary Required

For rates to calculate earnings, the project must have a Salary/Hour set. Without a project salary, rate factors have nothing to multiply.

Using Rates​

Default Project Rate​

Set a default rate for each project:

  1. Open a project's settings
  2. Find Default Rate
  3. Select a rate
  4. New tasks use this rate automatically

Apply Rate to Task​

When creating or editing a task:

  1. Tap the Rate field
  2. Select from available rates
  3. Earnings calculate automatically

Rate Hierarchy​

Rate selection follows this priority:

  1. Manually selected rate on task
  2. Project default rate
  3. No rate (tracks time only)

Viewing Earnings​

Your earnings appear throughout the app:

LocationWhat's Shown
TimerRunning task earnings
Task ListEach task's value
Project DetailsTotal project earnings
StatisticsSalary charts and totals

Earnings Calculation​

Task Earnings = Duration (hours) × (Project Salary × Factor) + (Duration × Extra)

Example:

  • Duration: 2.5 hours
  • Project Salary: $50/hour
  • Rate Factor: 1.5 (overtime)
  • Rate Extra: $0
  • Earnings: 2.5 × ($50 × 1.5) = 2.5 × $75 = $187.50

Example with Extra:

  • Duration: 2.5 hours
  • Project Salary: $50/hour
  • Rate Factor: 1.0 (standard)
  • Rate Extra: $10 (per diem)
  • Earnings: 2.5 × ($50 × 1.0) + (2.5 × $10) = $125 + $25 = $150

Managing Rates​

Edit a Rate​

  1. Go to Settings → Rates
  2. Tap the rate to edit
  3. Modify properties
  4. Save changes
Historical Impact

Changing a rate affects how existing tasks display earnings. The new rate applies retroactively to tasks using it.

Archive a Rate​

For rates you no longer use:

  1. Go to Settings → Rates
  2. Swipe left on the rate
  3. Tap Archive

Archived rates are hidden but preserved.

Delete a Rate​

Permanently remove a rate:

  1. Go to Settings → Rates
  2. Swipe right on the rate
  3. Tap Delete
  4. Confirm deletion

Tasks using deleted rates show no earnings.

Team Rates​

Pro Feature

Team rates require a Pro subscription with Teams enabled.

Share rates across your team for consistent billing.

Creating Team Rates (Admin)​

  1. Go to Settings → Rates
  2. Tap + to create
  3. Enable Team Rate
  4. Select the team
  5. Configure amount and factor
  6. Save

Best Practices​

Tag Strategy​

  1. Keep it simple - 5-10 tags covers most needs
  2. Be consistent - Same tag for same work type
  3. Use colors meaningfully - Visual patterns help
  4. Review regularly - Archive unused tags
  5. Document conventions - Share with team

Rate Strategy​

  1. One rate per client - Use factors for variations
  2. Set project defaults - Reduce manual selection
  3. Review annually - Update for rate increases
  4. Name descriptively - "Acme Corp - Standard" not "Rate 1"
  5. Track non-billable - Create a $0 rate for internal work
Getting Started

Start with 3-5 tags and 2-3 rates. Add more as your needs become clear. Over-categorizing early creates confusion.

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