Tasks and projects
Create tasks and assign them, record time against a task, set up projects and customers, and connect a project to Asana, Trello or ClickUp.
11 articles
How do I create a task and assign it?
A task always belongs to a project, and the Tasks screen only appears once task tracking is switched on for the organization.
- Web
How do I record time against a task?
Press play on a task in the desktop app and every minute recorded from then on carries that task and its project.
- Windows
- macOS
- Linux
How do I create a project and decide who sees it?
A project is what hours are booked against. Only the name is required, and an empty visibility list means everyone, not nobody.
- Web
What is a customer record for?
A customer does two jobs: it makes a project's hours billable work for a company, and it fills in the client block of an invoice as a snapshot.
- Web
How do I connect a project to Asana, Trello, ClickUp, monday.com or Notion?
Asana, Trello, ClickUp, monday.com and Notion are connected once for the whole workspace under Workspace settings, Integrations. Then you link their projects, lists, boards or databases to Worktivity projects.
- Web
How do I connect Asana to my workspace?
Connect Asana once from Workspace settings, link its projects to Worktivity projects and match people so Asana tasks arrive in Worktivity.
- Web
How do I connect ClickUp to my workspace?
Connect ClickUp once from Workspace settings, link its lists to projects and match people so ClickUp tasks arrive in Worktivity.
- Web
How do I connect Trello to my workspace?
Open Workspace settings, then Integrations, connect Trello once, and link its boards to Worktivity projects so the cards come in as tasks.
- Web
How do I send tracked time back to ClickUp, Asana, Trello, monday.com and Notion?
Turn on Write time back on a connection so the time Worktivity tracks on linked tasks is added to ClickUp, Asana, Trello, monday.com or Notion.
- Web
How do I connect monday.com to my workspace?
Open Workspace settings, then Integrations, connect monday.com once, and link its boards to Worktivity projects so the items come in as tasks.
- Web
How do I connect Notion to my workspace?
Connect Notion once, choose the pages and databases to share on Notion's own screen, then link each database to a Worktivity project so its pages come in as tasks.
- Web
Other areas
Nearby topics, if this was not the right place.
Getting started
Set up your organization, invite your team, and learn what the Overview and Team screens show once the first hours are on the board.
8 articlesTime tracking
How to start and stop a shift, why minutes are marked idle, adding forgotten hours, approving manual entries and handling time off requests.
10 articlesReports and insights
Read work times, productivity, app usage and task insights, order and read coach reports, review screenshots and work out what your team is owed.
21 articlesDesktop and mobile apps
Install and update the Windows, macOS and Linux apps, the Chrome extension and the mobile app, and see what happens when a computer goes offline.
11 articlesOrganization settings
Set working days and expected hours, screenshot frequency, leave days, teams, tracking rules per person, API keys, notifications and the affiliate program.
19 articlesBilling and subscription
Change or cancel your plan, find your Worktivity invoices, create an invoice for your own customer and record a payment against that invoice.
7 articlesPrivacy, data and employee rights
What Worktivity collects and what it never does, how long data is kept and deleted, and how you can see and delete your own screenshots.
7 articles