Edit Project Details & Manage Staff
In addition to tracking your time, YoCoBoard offers a way for your team to map their time to projects. With project-based time tracking, you can calculate the billable hours per project.
1.1 Adding a new Project
- On the YoCoBoard sidebar, click Administrator, select the Project tab and click Add Project.
- On the Add Project pop up, enter the Project Name and other fields like Client, Staff and Project Rate. Click the Save button to confirm the changes.
Note: If your currency is not listed, send an email to support@yocoboard.com and we will have it listed.
1.2 Managing a Project
You can update the project details like the project name, staff members in the project, client and project rate to meet changes in your team.
1.2.1 Removing a staff member from a Project
- On the YoCoBoard sidebar, click Administrator, select the Project tab and choose the project you want to edit.
- Select the Staff tab. Choose any staff member and click the Remove (minus) icon on the right.
Note: Staff under Default Project cannot be removed. All users in YoCoBoard will automatically be added to the Default Project.
1.2.2 Changing the project details
- On the YoCoBoard sidebar, click Administrator, select the Project tab and choose the project you want to edit.
- Click the Edit (pencil) icon to view the project details popup-window.
- Edit the project details and click the Save.
