Projects, tasks and timesheets

How to set up projects and tasks, allocate them to your team, and review the time logged against them in reports.

Projects, tasks and timesheets

Set up projects and tasks

Projects and tasks live under Project & Task in the sidebar.

What can I do with projects and tasks in Mera Work?

Mera Work includes project and task management with reporting. You create projects, add tasks to them, allocate tasks to people, and then review the hours logged against projects and tasks in reports. Project and task time logs can also support billing conversations with clients.

How do I create a project?

The Project list shows the Name and Owner of your projects, with actions on the row.

  1. Open Project & Task in the sidebar and choose Project.
  2. Select Add Project.
  3. Enter the project details, including the project name and owner, and save.
How do I create tasks?

The Task page has three tabs: Creation, Allocation and Bulk Upload. Creating a task and allocating it to people are separate steps.

  1. Open Project & Task and choose Task.
  2. On the Creation tab, select the project the task belongs to.
  3. Select Create Task and fill in the task details.
How do I assign people to a task?

Use the Allocation tab on the Task page. Allocation includes a start date and an end date for the work.

Can I add many tasks at once?

Yes. Use the Bulk Upload tab on the Task page to add tasks in bulk instead of creating them individually.

How do I mark a task as complete?
  1. Open Project & Task and choose Task Completion.
  2. Pick the user and the project.
  3. Find the task in the list. It shows the Name, Start Date, End Date, Estimated Hours and Logged Hours.
  4. Select Mark Complete.
Who can create projects and tasks?

Access is set by role. In Role & Permission under Configuration, the permission list includes Project & Task. Give it to the roles that should manage projects and tasks.

Track time against projects and tasks

Can people log time against specific projects and tasks?

Yes. People can associate their work time with the projects and tasks assigned to them. Because Mera Work already records tracked time from the desktop app, the project and task hours sit alongside the activity data, which reduces missing or vague time entries.

What is the Time Entry page?

Time Entry is a page in the sidebar where you manage and view time entries for a date range. Access is controlled by role, with separate View Time Entry and Manage Time Entry permissions.

Can I compare planned time with the time actually worked?

Yes. Tasks carry Estimated Hours and Logged Hours, and the project reports show them side by side. This helps you see which work is taking longer than planned.

Review timesheets and reports

Open Reports in the sidebar and choose the report you need. These reports can be exported.

Does Mera Work fill in timesheets automatically?

Yes. Timesheets are filled in from tracked time, so people spend less effort on manual time entry. The Daily Time Entry report lists the entries.

What does the Daily Time Entry report show?

It lists, by date, the Project Name, Task Name, Estimated Hours, Logged Hours, Start Time, End Time and Final Hours. Use it to see how time was spent on projects and tasks day by day.

  1. Open Reports and choose Daily Time Entry.
  2. Choose the date range and apply it.
  3. Select Export if you need a copy of the data.
What does the Project Report show?

The Project Report summarises your projects with its Project Name, Project Owner, Estimated Hours, Logged Hours and Final Hours. It is the quickest way to compare estimated and logged hours across your projects.

What does the User Task report show?

The User Task report shows time for a person across projects and tasks. Pick a member, and the report lists the Member, Project, Logged Hours and Final Hours.

Can I review project time and task time separately?

Yes. The Project Report gives the project level view and the User Task and Daily Time Entry reports give the task and person level views. Together they give separate views of effort.

Can I export project and task data?

Yes. The Daily Time Entry, Project Report and User Task reports all have an Export option. Exports are available in Excel format for supported reports.

Who can see project and task reports?

Reports follow role access. An admin can give a role permission for a report in Role & Permission, and can grant report access to a user or a department in Report Access under Configuration.

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