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How to create and setup Folders
How to create and setup Folders

A quick guide to creating Folders, activities, tags, and inviting other Timeular users

Updated over a week ago

This article will show you how to setup your Folders, activities, tags, and members*. Folders can be used solo or you can invite other Timeular users to work collaboratively within a Folder. A Folder is a container for your activities.

*🚨Please note🚨: If you wish to invite other Timeular users to to a Folder each user will require a Team subscription seat. You can find more information regarding Team subscriptions here.

Creating a folder

To get started click on the + Add folder button (1) in the "Calendar" view of the Timeular app.

When you're adding a Folder you'll need to select an icon to represent the Folder (1), give the Folder a name (2), select whether or not it should be a Workspace folder (3), and then click on the Next button (4) to create your new Folder.

If you have a Personal Pro or Team subscription you can also select whether you want to track billable time in the Folder you're creating or set hourly rates.

Adding activities to a folder

You can now begin adding activities to your Folder. Activities are what you will use to create time entries. Type out the desired activity name (2) and hit the enter key or click the check mark icon (3) to add the activity to your Folder.

An activity colour will be selected automatically (1) however you can specify a colour by clicking on the coloured circle.

If you enabled billable time when creating the folder you can specify which activities should be billable by default using the dollar sign icon (4). If you would like to exclude any activities from your work hours you can do so using the clock icon (5).

Create as many activities as you require for the Folder.

Inviting members to a folder and setting their access level (Team subscription only)

Once you've created your Folder and its activities you can invite other Timeular users to join the Folder and work collaboratively with you.

🚨Please note 🚨: If you checked the option to create a Workspace folder then any Admins and/or Owners of the workspace (subscription) will be added to the Members list by default and cannot be removed.

Folders have two levels of permissions: Full access and Personal access.

Full access members can do things like create and edit activities and tags within a Folder. They can also up/downgrade users to Full access or Personal access and they can remove members from a Folder.

Full access members are also able to see the tracked time entry data of all other folder members via the "Insights" area of the Timeular app (but only time entries created before midnight of the time entry creator's time zone will be visible)

Personal access members are able to track time entries using the activities and tags that the Full access members have created and personal access members are only able to see their own time entry data within a Folder. Anyone in the Members list with the three dot icon ... to the right of their name has personal access.

To invite a Timeular user to a Folder click on the Members tab and then click the Add member button. To add someone who is not a workspace member type their email address in the "Add external guests" area and select their permission level and then click the Invite button. Non workspace members will appear with a Guest badge in the Members list.

You will also be able to quickly add any workspace members via the "Add workspace members" section.

Creating tags in a folder

Once you have your members invited you can begin to define the tags that will be used in this Folder. These tags are Folder-aware so any tags that are added here will only be applicable to the activities within this Folder.

To add a tag to your Folder enter the tag name, including either # or @ (1), and click the Add button (2). The tag will appear in a list once it has been added successfully.

If you need to edit or delete a tag you can click the pencil icon beside the tag that will appear when you hover your cursor over the tag and either make your changes and save by clicking the check mark icon, or delete the tag by clicking the trash can icon.

Congratulations πŸŽ‰ your new Folder is now setup! If you click on the Calendar tab you can begin tracking time entries within your Folder and add Folder-specific tags within the notes as well.

If you encountered any issues or if you have any questions at all please reach out to us at [email protected]

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