✔  Available on all subscriptions

What
Choose a default preference (billable or non-billable) for time logged to a project and its tasks. Go further by setting defaults for task lists as well.
Why
  • Set your project up for success with accurate time tracking using billable defaults to reduce margin for error.
Who
  • Site admins and project admins can manage a project's default setting and defaults for task lists.
  • Standard users, client users, and collaborators with the project permission to:
    • Add Task Lists (allows users to create and manage task lists on the project).
When
Any time you're working on a project where time tracking is critical (especially for billable hours).
What
Choose a default preference (billable or non-billable) for time logged to a project and its tasks. Go further by setting defaults for task lists as well.
Why
  • Set your project up for success with accurate time tracking using billable defaults to reduce margin for error.
Who
  • Site admins and project admins can manage a project's default setting and defaults for task lists.
  • Standard users, client users, and collaborators with the project permission to:
    • Add Task Lists (allows users to create and manage task lists on the project)
When
Any time you're working on a project where time tracking is critical (especially for billable hours).

Before you start

Billable defaults are not applied to time logged via:

Set a project's default billable preference

Customize the default billable setting for time tracked to a project and all of its tasks.

📝 Time logged to the project, or tasks on the project, inherit the project's default setting. When logging time, you can leave the default setting as is, or change the individual time log's billable status.

  1. Click Jump to in Teamwork.com's main navigation menu. Alternatively (for a new project), click Quick add and select Project (you can then jump to step 5).
  2. Search for and select a project.


     
  3. Click the three dots (vertical ellipsis) beside the project's name.
  4. Select Edit project from the Manage tab.

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  5. Click Advanced Options.
  6. Scroll to Time.
  7. Check (or uncheck) the Billable box to update the project's default preference.

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  8. Click Update Project.

Time tracked on this project or any of its tasks will now inherit the default billable setting you set.


Set a task list's default billable preference

Task list default billable settings apply a default setting just to tasks within that task list. Use this option if you need a task list to override the project's default billable setting or if you don't need a project default but do need one for a particular task list.

  1. Click Jump to in Teamwork.com's main navigation menu.
  2. Search for and select a project.
  3. Switch to the Table (or List) view.
     
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  4. Scroll to the relevant task list. Alternatively (for a new task list), click + Add Task List in the view's top right (you can then jump to step 7).
  5. Click the ... (ellipsis) beside the task list's name.
  6. Select Edit List.

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  7. Click the Defaults tab.
  8. Select the toggle for Set task list setting in the Time section. You'll see a Use project setting as well. Keep that toggle selected if you want to use the project's default setting.
  9. Switch the toggle to Billable or Non-billable depending on what you need.
     

     
  10. Click Save Changes.

Time tracked on the task list's tasks will now inherit the default billable setting you set.

Best practices

  • Prioritize billable hours: Choose billable as the project's default, especially for client work.
  • Organize: Keep non-billable work in dedicated task lists, then set the task lists' defaults to non-billable.