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Teams and Collaboration

Work together with your team on shared projects. The iOS app syncs team data and allows you to filter and view time entries across shared projects.

Pro Feature

Teams and collaboration features require a Pro subscription.

Overview​

When you're part of a team, you can:

  • Access shared projects - Work on projects created by team members
  • Track time collaboratively - Your entries sync to the team
  • Use shared tags and rates - Maintain consistency across the team
  • Filter by team - View tasks from specific teams

Team Concepts​

Team Roles​

Teams have different permission levels:

RolePermissions
OwnerFull control, billing management
AdministratorManage projects, tags, rates
ManagerView team statistics, manage projects
MemberTrack time on shared projects

Shared vs Personal​

ItemSharedPersonal
ProjectsVisible to all team membersOnly visible to you
TasksOn shared projects, visible to managersYour tasks are private
TagsTeam tags available to allPersonal tags stay private
RatesTeam rates for consistent billingPersonal rates for your projects

Joining a Team​

Team management (creating teams, inviting members, managing roles) is handled through the web application. The iOS app syncs your team membership automatically.

Accepting an Invitation​

When someone invites you to a team:

  1. You receive an email invitation
  2. Accept the invitation via the link
  3. Open the Timesheet iOS app
  4. Pull down to sync
  5. Team projects appear in your project list

Finding Your Teams​

To see which teams you belong to:

  1. Open a team filter (in task list or projects)
  2. View teams you have access to
  3. Your role determines available features

Working with Shared Projects​

Identifying Shared Projects​

Shared projects may display:

  • Team indicator in project details
  • "Shared" designation
  • Team name in project information

Tracking Time on Shared Projects​

  1. Select a shared project in the timer
  2. Start tracking as normal
  3. Your time is recorded under your account
  4. Entries sync to the team automatically

Viewing Team Contributions​

For shared projects with appropriate permissions:

  1. Open the project
  2. View the task list
  3. Filter by team member (if manager+)
  4. See individual contributions

Filtering by Team​

Team Filter​

Filter tasks and projects by team:

  1. Open the Task List or Projects
  2. Access the filter options
  3. Select Team filter
  4. Choose a specific team
  5. View only items from that team

This is useful when you belong to multiple teams and want to focus on one.

Using Team Tags​

When you have access to team tags:

  • Team tags appear alongside personal tags
  • Apply team tags for consistent categorization
  • Filtering by team tags shows all team data
  • Team tags sync across all members

Using Team Rates​

When you have access to team rates:

  • Team rates appear in the rate picker
  • Select appropriate team rate for billing consistency
  • Rate changes by admins update for all members

Syncing Team Data​

How Sync Works​

  • Team data syncs via cloud
  • Changes appear for all members automatically
  • Works across iOS, watchOS, and web
  • Offline changes sync when connected

Manual Sync​

Pull down on most screens to manually trigger sync and get the latest team data.

Best Practices​

For Team Members​

  1. Use team tags consistently - Follow team conventions
  2. Select correct rates - Ensure billing accuracy
  3. Track on correct projects - Verify before starting
  4. Sync regularly - Keep data up to date

For Efficient Collaboration​

  1. Check team filter - Ensure you're viewing the right team
  2. Use shared projects - For collaborative work
  3. Apply team tags - For consistent reporting
  4. Verify rate selection - Before logging time

Troubleshooting​

Can't See Shared Projects​

  1. Pull down to sync
  2. Check if project isn't archived
  3. Verify team membership is active
  4. Contact team admin if issue persists

Team Tags Not Appearing​

  1. Ensure you're on a shared project
  2. Sync the app (pull down)
  3. Check team tag wasn't deleted
  4. Verify team membership is active

Data Not Syncing​

  1. Check internet connection
  2. Pull down to force sync
  3. Verify you're signed in
  4. Check account status in Settings
Team Management

To create teams, invite members, or manage team settings, use the Timesheet web application. The iOS app provides access to team features but team administration is managed online.