Organizing your work
Profiles, Clients, Projects, and Tasks Explained
Understand how Profiles, Clients, Projects, and optional Tasks connect, then choose the detail that helps you review, report, or invoice your work.
Profiles identify who you work as. Clients identify who or what the work is for.
See how the pieces of your work connect
TiempoTracker organizes work around Projects. Every Project connects the Profile you work under with the Client the work is for.
You can keep your setup simple. Tasks are optional, and not every person or activity needs its own Client.
- Profile Juniper Studio
Who you work as
- Client Harbor Coffee
Who or what the work is for
- Project Website Redesign
What you are working on
- Task Build pricing page
The specific piece of work
What each concept means
A Profile represents who you work as, such as your business, employer, consulting identity, or personal work identity.
A Client represents who or what the work is for. It can be a customer, employer, department, team, internal business area, or another meaningful work category.
A Client does not always have to be a paying customer.
A Project represents the initiative, engagement, assignment, property, or body of work you want to track.
Every Project uses a Profile and a Client. The Project connects the identity you work under with who or what the work is for.
TiempoTracker selects your default Profile automatically for new Projects, but you can choose a different Profile when needed.
A Task is an optional way to break a Project into more specific pieces of work.
See how different people could organize their work
These examples are starting points, not required setups. You can use more than one approach in the same account by creating separate Profiles.
For example, you might use one Profile for your job and another for freelance or independent client work.
One way a freelancer or independent professional could organize their work
Use your practice or freelance business as the Profile, then organize your work by Client and Project.
- Profile
- Who you work as
- Client
- Who or what the work is for
- Project
- What you are working on
- Client: Acme Coffee
- Project: Website Redesign
- Project: Monthly Support
- Client: Northside Fitness
- Project: Brand Refresh
TiempoTracker automatically uses your default Profile for new Projects. You can choose a different Profile when needed.
One way an employee could organize their work
Use your role as the Profile and your employer as the Client, then organize your work into Projects.
- Profile
- Who you work as
- Client
- Who or what the work is for
- Project
- What you are working on
- Client: Northstar
- Project: Customer Portal
- Project: Mobile Redesign
- Project: Leadership Training
You can add separate Clients later for departments or major work areas when you want to report on them independently.
One way a business owner could organize their work
Use your business as both the Profile and Client, then organize internal work into Projects.
- Profile
- Who you work as
- Client
- Who or what the work is for
- Project
- What you are working on
- Client: My Business
- Project: Marketing
- Project: Sales
- Project: Operations
Add another Client later when you need to track work for a specific customer, partner, or outside organization.
How could a realtor organize their work?
A realtor does not need to create a separate Client for every lead or casual contact. Clients should represent the relationships or work categories worth tracking separately.
- Profile
- Who you work as
- Client
- Who or what the work is for
- Project
- What you are working on
- Client: Buyer Relationships
- Project: Smith Family Home Search
- Project: Chen Relocation
- Client: Seller Relationships
- Project: 123 Main Street Listing
- Client: Business Development
- Project: Open Houses
- Project: Lead Follow-up
A serious buyer or seller can also be created as an individual Client when separate reporting is useful.
One way to organize work for yourself
Use a personal Profile and Client, then organize the goals or areas you want to track as Projects.
- Profile
- Who you work as
- Client
- Who or what the work is for
- Project
- What you are working on
- Client: Personal
- Project: Portfolio
- Project: Interview Preparation
- Project: TypeScript Course
Choosing the right setup
Organize your work according to how you want to review, report, or invoice it later.
- Create a separate Client when you want to review, report, or invoice that work separately.
- Use Projects when several pieces of work belong to the same Client.
- Use Tasks only when the added detail will be useful later.
Start simple and add detail when it helps
Begin with the work you want to track today. You can add more Clients, Projects, or optional Tasks as your work grows.