Add and use activities

This article explains how the Activities feature allows clients to categorize and track freelancer time by type of work, project, or task within hourly contracts. Activities can be managed through reports, contract rooms, or the work diary, enabling better invoicing and collaboration by distinguishing between client-defined labels (Activities) and freelancer-written descriptions (Memos). - AI helped create this summary


Activities are used to tag your freelancer's time to different types of work, projects, or other trackable items within a single hourly contract. Freelancers can select from these labels when tracking time so all time is properly billed. You can also edit Activities in your freelancer's work diaries if you prefer to handle it yourself.

The Activities system has been designed to improve invoicing by handling

1. Tracking time on multiple activities for a single freelancer
2. Tracking time on a single activity across multiple freelancers
3. Tracking time on multiple activities across multiple freelancers

Activities can be controlled from

• Activities management: Go to Reports > Spending by activity and choose the Manage activity codes button. This is the main page where you will create Activities and assign them to contracts. You can also archive Activities that are no longer in use. Data for archived Activities will stay in reports and they may be unarchived to be used again.
• Contract room: You can access it through Manage work > Your contracts › All contracts page by choosing the name of a contract
• Work diary: Go to Manage work > Work diaries and select the diary you want to review. The Activity will be displayed above the screenshots with the Memo in the form "[Activity]:[Memo]." Click on the Activity to edit it.