You can organize user activities into projects and tasks for accurate time tracking and workforce intelligence1.
Adding or Importing Projects and Tasks
Before employees can track time, you must define your projects and tasks in the system:
Manual Entry: You can manually create a hierarchy of tasks and subtasks in the Configurations > Tasks screen.
External Integration: You can import projects and tasks from external Project Management solutions, such as Jira, to keep your organizational hierarchy synchronized.
Mass Import: If you have many tasks, you can use the Teramind API to retrieve or manage lists of tasks programmatically.
Tracking Methods
Employee Self-Tracking (Revealed Agent): Employees using this Agent can manually select a task from a list and click the "Start" button to begin tracking work time against a specific project. For more information on how to use the Revealed Agent, check out this article.
Automated Tracking (Stealth Agent): You can automatically assign a project/task to an employee based on their activity (such as opening a specific application or visiting a URL) by using the Switch Task rule action. Note: you can assign a global Default task for the entire organization in the Configurations > Settings > Agents section, or for individual employees in the Account tab of their profile.
Check out this article to learn how to automatically track projects and tasks this way.
Viewing Project & Task Data
Check this article to learn how you can let employees view their own productivity reports.
The following widgets and dashboards allow you to monitor how time is being allocated to your projects:
Time Worked tab: The Time Worked tab on the Employee's Details page shows task, work time, activity %, idle time and wage for a specific employee.
Productivity Dashboard: The Productivity dashboard shows comprehensive views of productivity metrics and trends for employees and departments.
Aggregated Applications & Websites: Available in the Applications & Websites dashboard under the Aggregated tab, this report shows time spent on apps and sites grouped by the specific task performed.