Projects & Work

How to create and work with recurring projects

https://www.loom.com/share/9ca71e2fd08445838f7f8e36e2438367 Summary 1. Introduction to project templates - A project template is a collection of tasks used to replicate projects across different clients or on a recurring basis 2. Setting up recurring projects - Specify frequency: daily, weekly, monthly, yearly, custom - Decide end conditions: never-ending or specific date - Option to create projects in advance with dynamic project names 3. Advanced features - Include billing information - Fixed amount - Per hour billing - Billing at one time or recurring - Hourly based on the entire project or specific team members - Save the template for future use 4. Generating and managing projects - Navigate to Work section → Create project → Use project template - Choose template, rename if needed - Select clients and assign an owner - Specify start date and due date of the first project in the sequence - Click Create project 5. Post-creation - Cone automatically adds tasks based on template and recurring settings - Access tasks within each project as usual - Handle client requests or internal work 6. Editing recurring projects - Use the `recurring project editor available in the top right of any recurring project - Make changes that apply only to future iterations, not existing ones ​

How to manage a recurring project series

https://www.loom.com/share/3b83c35e1cd9422285e60abd4d65cf49

Project templates overview

https://www.loom.com/share/96d28067c3804fcb9b62137b67e339ea Summary 1. Creating project templates - Clone existing global project templates to get started quickly - Navigate to the project templates section via the left navigation bar 2. Customizing templates - Explore the template library to find a suitable global template - Duplicate the chosen template into your local account for customization 3. Assigning tasks - Create internal tasks or client requests with adjustable names, descriptions, and priorities - Assign tasks to team members or placeholders, which are labels that can be replaced by actual team member names during project creation 4. Setting due dates - Set relative due dates for tasks based on the project start date - Adjust due dates as needed, either before or after specific days from the project start 5. Publishing and using templates - Publish your fully customized project template - Use the template to create new projects by selecting Use template, initiating the project creation workflow Once you have created project templates, you can use them to create one-off or recurring projects

Projects and tasks overview

https://www.loom.com/share/a02d16c16dad4de19a209a7901d9ba2a Summary 1. Introduction to projects and tasks - Facilitate efficient project management within Cone, allowing users to streamline workflows and enhance productivity 2. Creating a new project - Options: Initiate from scratch or utilize pre-existing templates - Steps: Navigate through selecting templates and setting up initial project parameters 3. Project configuration - Assignments: Designate project owners and establish start/due dates - Project type: Choose between one-time projects with specific dates or recurring projects with customizable frequencies (weekly, monthly, etc.) - Dynamic names: Utilize dynamic naming for easier identification of projects 4. Billing settings - Billable option: Decide if the project is billable, enabling invoicing - Billing types: Select between fixed billing for a set amount or hourly billing based on work hours - Custom rates: Manage custom rates under account settings for team members - Scheduling: Configure billing schedules, including one-time or recurring options with specified reference dates 5. Managing projects - Task management: View and manage tasks, assignments, priorities, and due dates - Time tracking: Access details on time entries associated with the project - Adjustments: Modify project settings as needed; options to edit, mark as ended, or delete projects 6. Client-specific views - Workspace Navigation: Access client-specific workspaces to view projects tailored to individual clients, enhancing focus and organization

Time tracking with Cone

https://www.loom.com/share/b179879affd64238bd10378e0b93cfd8 Summary - Introduction to Cone's time tracking features - Explore how to use Cone's time tracking features effectively - Understanding time entries - Time entries record how much time is spent on each task, providing clarity on where your time is invested - Adding time entries - Steps - Navigate to the work section - View all tasks or filter by My tasks only - Start timers for specific tasks - Managing multiple timers - Starting multiple timers simultaneously - Juggling several tasks without losing track of time allocation - Viewing previous time entries - How to access - Click on the triple dot actions next to a task - Select View time entries - Insights for project owners and admins - Access team members' time entries - Navigate to the project - Click on the Time tracking tab - Holistic view of all projects - Access comprehensive data across all projects and clients - Steps - Click on Time in the left navigation bar - Review data from all team members