@adminide-stack/clock-tik-browser 12.0.18-alpha.0 → 12.0.18-alpha.2

package/lib/templates/content/docs/who-can-do-what.md

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+---
+id: who-can-do-what
+title: Who Can Do What
+sidebar_label: Who Can Do What
+---
+
+Three user access levels
+
+- Admins, who can see and edit everything
+- Regular users, who mostly track time
+- Managers, who can manage projects and approve timesheets
+
+## Admins
+
+There are two types of admins:
+
+- Owner (the person who created the workspace)
+- Regular admin (anyone who's added to Admins group).
+
+The difference between admin and owner:
+
+- Only the owner can remove Admin role from someone or deactivate some admin
+- Only the owner can transfer the owner role to someone else.
+- No one can deactivate or delete Owner from workspace
+- When the owner leaves the workspace (or deletes their account), the whole workspace is deleted, forever.
+
+There can be more than one admin, but there is only one owner. The owner can transfer the owner role to someone else at any time.
+
+## Only admins can:
+
+- Give other people admin rights
+- Assign users to groups
+- Invite people to the workspace
+- Set users as inactive/active
+- See and define billable rates for workspace and team members
+- See all time entries at all times, and edit them in Detailed report
+- See and edit all projects
+- See status of all projects
+- Give and revoke manager rights on all projects
+- Change project visibility and change estimate option
+- Edit workspace settings
+
+## Regular users
+
+Everyone you invite on a workspace is a regular user by default.
+
+They can become an admin if an existing admin adds them to Admins group.
+
+Regular users can become a project manager if they create a project (if enabled in workspace settings); or if an admin or an existing project manager gives them manager rights on a project.
+
+## Regular users can:
+
+- When tracking time, select a public project or a private project they are members of
+- Select any tag when tracking time (and create a tag, if not disabled in workspace settings)
+- See personal dashboard (and Team Dashboard, if not disabled in workspace settings)
+- See status on their projects (unless disabled in workspace settings)
+- See all active and inactive users, and who belongs to what group
+- Create projects and automatically gain Manager role for that project (if not disabled in workspace settings)
+- See and edit their own time entries (as long as they're not locked)
+- See other people's time entries (if not disabled in workspaces settings)
+- Create tags, projects, tasks, and clients (if not disabled in workspaces settings)
+
+## Managers
+
+Admins can make people managers. Managers can be set and changed on the Team page.
+
+Project managers can also be set on the project's Access tab.
+
+Also, the user who creates a project is automatically a project manager of that project.
+
+Project manager rights apply only to projects where they have the manager role. There can be more than one manager on a project.
+
+**Project managers can:**
+
+- See and edit all details on their projects
+- Create, see and edit tasks of their projects, even if task creation is allowed to admins only
+- Add and remove team members to their project
+- See and edit project billable rates, and see and edit budget (if "Who can see billable rates and amounts" is set to Everyone)
+- Delete their projects
+- See their project's status
+- See all tracked time for their projects in reports
+- See Projects page (even if it's hidden from regular users)
+
+**Team managers can:**
+
+- See all their users' time in Reports
+- Approve their users' timesheets
+- See Reports page (even if its hidden from regular users)
+
+**Note: Team managers can edit their team's time** if this option is enabled in the Settings-Permission-Who can edit time for others -Admins and Team managers.
+
+## Who can see and edit time entries
+
+Admins can see and edit all time entries at all times.
+
+Team managers can see their own time, their team's time, and they can edit their team's time if this option is enabled.
+
+Regular users and project managers can:
+
+See and edit time entries they made
+See all time entries others made (if not disabled in workspace settings)
+So by default, everyone in your workspace can see all time entries. Once you have extra features enabled, you can prevent regular users from being able to see other people’s time entries in workspace settings when you set "Regular users can see: Only their own time".
+
+## Who can see billable rates and amounts
+
+You can control in your Workspace settings whether billable rates and amounts are visible to others or not:
+
+- If you set "Who can see billable rates and amounts" to Admins only, regular users and managers won't see any monetary amounts in reports and project status, or billable rates anywhere
+
+- If you set "Who can see billable rates and amounts" to Everyone, regular users will be able to see amounts for all time entries on public projects and for all time entries they made, and managers will be able to edit billable rates on projects they manage
+  Admins can see and edit all billable rates (workspace, team member, and project).

package/lib/templates/content/docs/working-with-tasks.md

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+---
+id: working-with-task
+title: Working with Task
+sidebar_label: Working with task
+---
+
+You can categorize time entries even further by using tasks (in addition to using tags, clients, and projects). Tasks provide you with an extra level of hierarchy and can function as sub-projects.
+
+Tasks are mostly used for type of activity (eg. design, coding) while description field for the actual thing you've worked on (eg. "Working on bug #213"). For more advanced task management, it's best to use a dedicated project management tool like Trello, JIRA, etc.
+
+For example, you can name tasks by type of work ("Front-end programming", "Writing", "Designing") and later sub-group time entries by task in the Summary report to see how much time each activity took.
+
+To create tasks:
+
+1. Go to a project
+2. Open Tasks tab
+3. Type task name
+4. Click Add and people will then be able to choose it when tracking time.
+
+You can:
+
+- Indicate who works on what task by selecting an assignee
+- Set an estimate for each task once you enabled it from the Project Settings tab. ( this can be useful if you've quoted your client a certain number of hours for each type of work so you can track how things go along)
+
+To change task name, simply click on its name and type what you want.
+
+You can choose in Workspace Settings who can create and update tasks: Admins (and project mangers) or Everyone.
+
+## Marking tasks as done
+
+When you're finished with some task, you can mark it as done so it doesn't get in the way:
+
+- Done tasks don’t appear on project page until you select Show done or Show all tasks
+- Done tasks don't appear in the project picker when tracking time
+- Tracked time for done tasks is shown in reports
+
+Marking tasks as done is really useful if you have a lot of tasks on projects, and you organize projects as to-dos (the other workflow is to put types of activities as tasks, like coding or design, in which case there's no need to close tasks).
+
+## Deleting tasks
+
+To delete a task, you first need to mark it as complete. After that, click on task's options again and you'll see the Delete option.
+
+Only admins and project managers can delete tasks.
+
+Once a task is deleted, all time entries for that task will become without a task (but they'll retain the project).
+
+## Assigning users to tasks
+
+When a task has Anyone as the assignee, everyone who has access to that project can select and track time on the task.
+
+If a task has a particular user or group as the assignee, only that person can select and track time on the task.
+
+If it's a private project, you'll have to add the person to that project first.
+
+## Adding tasks from a template
+
+If you often create projects with the same task structure, you can set up a template so you don't have to add these tasks one by one every time you create a new project.
+
+Projects you create with an existing template will have settings such as Tasks, Billable Rates, Estimates, and Team already applied.
+
+Project templates is an extra feature, which you can enable once you upgrade your account.
+
+## Rates and billable status
+
+If you wish to set hourly rates and mark which tasks are billable, you need to enable task rates in workspace settings.

package/lib/templates/content/docs/workspaces.md

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+---
+id: workspaces
+title: Workspaces
+sidebar_label: Workspaces
+---
+
+A workspace is a collection of people and projects in Clockbook. When you first create a Clockbook account, you automatically get a workspace. A workspace contains all the time entries, projects, people, and settings.
+
+A workspace is a top-level segregator. All time entries, teams, clients, and projects are assigned to a specific workspace.
+
+With a single Clockbook account, you can create or join multiple workspaces. These workspaces you belong to are their own separate entities, each with their own unique set of users, projects, and time entries.
+
+Since each workspace is a separate entity, people who are not part of the workspace cannot see them, nor can you see workspaces others may belong to.
+
+You can create and/or be part of multiple workspaces.
+
+Multiple workspaces are useful when you want to have a separate account for each sub-company or a department. This way, things won't mix up and you can have different access levels.
+
+For example, if you have two companies or departments, you can create two workspaces, and invite different people to each one. Then, you can switch between them as needed.
+
+Or, you can be a team member in one workspace and track time for the company you work for, plus have a personal workspace where you'll keep track of personal stuff and be admin.
+
+Everything in Clockbook is tied to a specific workspace, so time entries you made in one workspace aren't visible in another.
+
+Only Admins of a workspace can see and edit Workspace settings. There, you can:
+
+- Enable Timesheet
+- Upload company logo (which will be displayed in branded reports)
+- Change workspace name
+- Set workspace billable rate and currency
+- Control who can see billable rates and amounts
+- Set if projects are billable by default
+- Choose how you want to group your projects (eg. by Client)
+- Set who can create projects, tasks, clients, and tags
+- Choose if the duration format will be displayed as hh:mm or hh:mm:ss
+- Enable project favorites
+- Manage extra features (like hiding time from users, lock timesheets, required fields, hiding pages, and time rounding)
+- Anyone can create a new workspace by clicking on the active workspace name, then on the "Manage" button, and finally on the "Create new workspace".
+
+When you create a workspace, you are automatically that workspace's owner (which means only you can remove people from Admins group). Learn more who can do what here.
+
+## Switching between workspaces
+
+If you're a part of more than one workspace (either as admin or a regular member), you can switch between them anytime you want.
+
+You can switch between workspaces by clicking on your active workspace name and selecting the workspace you want to switch to or going to "Manage Workspaces".
+
+Changing the workspace will affect all pages and settings, except Profile settings (which is the same across workspaces).
+
+## Leaving a workspace
+
+You can leave a workspace by going to "Manage workspaces" page (click on your active workspace name to see it) and then clicking the leave icon next to the Settings button.
+
+You can't leave an Active workspace. To leave, you first have to switch to another workspace.
+
+What happens when you leave a workspace:
+
+If you leave a workspace where you're not the owner, to return, someone who's in that workspace needs to invite you again (and you need to accept the new invite).
+Owners can't leave the workspace until they either transfer ownership to someone else or are the only member left in the workspace.
+If you're the owner of the workspace (and the only member left) and leave the workspace, the whole workspace will get deleted. All time entries and settings will disappear and this is irreversible.
+
+## Transfer workspace ownership
+
+If you're leaving the company or for any other reason want to transfer the Owner's role to someone else, you can do this at any time:
+
+Go to the Team page
+Click the three little dots near the team member's name whom you would like to set as the new Owner
+Select "Transfer ownership"
+
+When you transfer the owner's role, you'll be downgraded to an admin and no longer be in charge of the workspace.
+
+A team member you gave the owner's role will receive a notification that you made them the new owner of the workspace.
+
+Note: Only the current owner of the workspace can transfer ownership to another user. The only way to get back the ownership of the workspace is if the new owner transfers the role back to you.
+
+## Archiving workspace
+
+Although it's not possible to archive a workspace, you can limit access to it without losing the data.
+
+Just make all users on the workspace inactive, and then, users won't be able to log in to the workspace and change things, and you'll still be able to access all the data any time you need.
+
+## Deleting workspace
+
+You can delete your own workspace when you leave it by going to the "Manage workspaces" page (click on your active workspace name to see it) and then clicking the X icon that's next to the Settings button.
+
+Owners can't leave workspace until they either: a) transfer ownership to someone else, or b) are the only member left in the workspace. To delete the workspace where you are the owner, you'll first need to remove all team members and then leave the workspace, which will trigger workspace deletion (along with all its data).
+
+Please note that you can't delete a workspace if that's the only workspace you have. To delete the workspace, you'll first need to create a new workspace and switch to it. Then, you can delete the original workspace.
+
+When the owner of the workspace leaves it, the workspace is deleted automatically, forever. This can't be reversed. Once a workspace is deleted, it can't be undone.

package/lib/templates/static/files/example_import_file.csv

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+Project,Client,Task,Tags
+,Just Client,,
+Project1,,,
+Project2,,,
+Project1 For Client1,Client1,,
+Project2 For Client1,Client1,,
+Project For Client2,Client2,,
+Project With Task,,Task1,
+Project With Task,,Task2,
+Project For Client3 With Task,Client3,Task1,
+,,,Tag A
+,,,"Tag B, Tag C"