• Home
  • Blog
YoCoBoard – Support

Manage a Project

April 1, 2020 2:35 am / Leave a Comment / YoCoBoard Admin

Edit Project Details & Manage Staff

In addition to tracking your time, YoCoBoard offers a way for your team to map their time to projects. With project-based time tracking, you can calculate the billable hours per project.

1.1 Adding a new Project

  • On the YoCoBoard sidebar, click Administrator, select the Project tab and click Add Project.
  • On the Add Project pop up, enter the Project Name and other fields like Client, Staff and Project Rate. Click the Save button to confirm the changes.

    Note: If your currency is not listed, send an email to support@yocoboard.com and we will have it listed.

 

1.2 Managing a Project

You can update the project details like the project name, staff members in the project, client and project rate to meet changes in your team.

1.2.1 Removing a staff member from a Project

  • On the YoCoBoard sidebar, click Administrator, select the Project tab and choose the project you want to edit.
  • Select the Staff tab. Choose any staff member and click the Remove (minus) icon on the right.

    Note: Staff under Default Project cannot be removed. All users in YoCoBoard will automatically be added to the Default Project.

1.2.2 Changing the project details

  • On the YoCoBoard sidebar, click Administrator, select the Project tab and choose the project you want to edit.
  • Click the Edit (pencil) icon to view the project details popup-window.
  • Edit the project details and click the Save.
Posted in: Projects, Projects Association, Staff

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Post Navigation

← Previous Post
Next Post →

Recent Posts

  • The YoCoBoard Firefox Add-on
  • View & Generate Reports
  • Manage Adjustment Requests
  • Change Staff Skill-set
  • Change Staff to Admin

Categories

  • Account Settings (3)
  • Admin (11)
  • Asana (1)
  • Basics (8)
  • Browser Extension (1)
  • Client (1)
  • Companies (1)
  • Confirm Time Entries (1)
  • General Settings (5)
  • Getting Started (2)
  • Hours (7)
  • Integrations (5)
  • Payroll (1)
  • Peers (2)
  • Projects (5)
  • Projects Association (2)
  • Quick Start Guide (4)
  • Reports (2)
  • Settings (6)
  • Slack (1)
  • Staff (10)
  • Team (4)
  • Time Adjustment (3)
  • Trello (1)
  • Zapier (1)
© Copyright 2023 - YoCoBoard - Support
Infinity Theme by DesignCoral / WordPress