Timesheets // Inline creation

Account Managers have the additional benefit of being able to add new Clients, Projects and Tasks inline. A Project Manager can create new Tasks for any Project they manage. Users must still be assigned to Projects in the usual way through the Manage interface.


Adding the Client – My new Client:

  1. Select the Omnibar:

    Inline Step 1

  2. Enter the Client name in the Create new client dropdown:

    Inline Step 2

  3. Press Enter to add the Client. As there are no Projects you will see a red underline:

    Inline Step 3

This process can be repeated for Projects and Tasks as required.

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