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How to map workflows to Folders
How to map workflows to Folders
A quick guide to creating Folders, activities, tags, and inviting other Timeular users
Michael Dukich avatar
Written by Michael Dukich
Updated this week

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. You can think of a Folder as a container for your/your Team's activities.

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

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) and then click on the Next button (3) 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 (red box in the screenshot below) or set hourly rates.

You can now begin adding activities to your Folder. Activities are what you will use to create your time entries. Type out the 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. Create as many activities as you require for the Folder.

Once you've created your Folder and its activities you can invite other Timeular users to join the Folder and work collaboratively with you, provided everyone who will be participating has a Team subscription.

With Folders there are two types of users: Admin and Member. You are automatically an Admin if you are the creator of the Folder.

Admins can do things like create and edit activities and tags within the Folder. Admins can also up/downgrade users to Admin or Member status after the invitee has accepted and joined the Folder and they can remove people from a Folder. Admins are also able to see the tracked time entry data of other Admins and Members of the folder via the "Insights" area of the Timeular app (but only 24 hours after it has been created).

Members are able to track time entries using the Activities that the Admin(s) have created as well as use Folder-specific tags that the Admins have setup (if any) but not edit or delete them. Members can only see their own time entry data.

To invite a Timeular user click on the Members tab and then enter their email address (1), select Admin or Member from the drop down menu (2) , and then click on the Invite (3) button. The invitee will appear in the members list as (pending) until they have accepted the invitation (they will receive an email notification).

Once you have your Admin(s) and Member(s) 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 (in alphabetical order) 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 now 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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