Projects
These guides walk you through creating projects and tasks, allocating time to your team, reusing templates to speed up set-up and tracking hours as you go, so you can catch overservicing early instead of finding it at the end.
Articles
Rofinery proposal types Rofinery supports four proposal types. Choosing the right one affects how the project is billed, what information is shown when sharing the proposal, and how you can view the p...
You may want to create a project for an existing client or for a lead. If it is from a lead, go to the lead. To do this, you will need to find it in the pipeline section. This can be found in the blac...
You can bulk-import time entries into a project instead of adding them one at a time. This is useful for backfilling timesheets, migrating data from another tool, or logging a batch of entries collect...
Sometimes a project ends up with two task groups doing the same job, or work that was split across groups that should have been one. Merging folds one group into another, moves everything in it across...
A project's tasks are arranged in task groups, and each group holds subtasks. When a task list no longer matches how the work is actually running, you can move a subtask into a different group instead...