A project is a set of inter-dependent tasks that have a common goal.
Every company has different types of projects they would enter into Time Analytics.
A project can be internal or client-related.
- An internal project is a project that relates to the company itself and isn’t billable. It can be a certain process in the company – Human Resources, Marketing, Accounting and Finance, etc.
- A client-related project represents a specific service or an aggregate of similar services offered to clients
A task is a specific work assignment performed within a project. It is the smallest entry you can track time for in Time Analytics.
Examples:
Client-related projects (e.g. Law firm):
- Client – Acme Inc.
- Project – Labor Law
- Task – Drafting a labor agreement
Client-related projects (e.g. Marketing agency):
- Client – Acme Inc.
- Project – Content preparation
- Task – Drafting a blog article (or preparation of visuals)
Client-related projects (e.g. Accountancy business):
- Client – Acme Inc.
- Project – Monthly accounting services
- Task – Recording of incoming invoices into the system
Internal projects:
- Internal project – Marketing and sales
- Task – Content and marketing material preparation, newsletters
- Internal project – Administration
- Task – Paperwork, scan printing
- Internal project – Finding a new office
- Task – Reviewing real estate advertisement
- Internal project – Human Resources
- Task – Interviewing and recruitment of new lawyers
See more ideas:
- Internal – Preparation of analysis, reports for management and timesheets
- Internal – Accounting and bookkeeping, reporting, banking, statistics, tax returns, tax balance, etc.
- Internal – Recruitment of a new employee
- Internal – Employee evaluation and development
- Internal – Quality and risk management
- Administration – Office management and maintenance
- Administration – Agreements, proposals, invoices, invoices, post office
- Administration – Work with documentation, scan printing
- Supervision and control – Accounting and payroll services
- Supervision and control – Tax consulting services
- Marketing and Sales – Meetings with new contacts and clients
- Marketing and Sales – Networking
- Marketing and Sales – Targeting, market and competition analysis
- Marketing and Sales – Content and marketing material preparation, newsletters
- Marketing and Sales – Digital activities
- Compliance – AML
- Compliance – Internal compliance activities
- Purchase activities
- Self-education
- Business and service development
- Technical control and preparation of reports for clients
- Translation
- Meetings – Current services execution
- Assisting other colleagues
- Execution of internal procedures
- Events organization and attendance
- Communication with clients – Current services execution