Project management.
Plan, track time, bill.

Project management is the module in Saldora that bundles tasks, time and participants per client. You plan on the Kanban board, in a list, calendar or timeline, track time with the timer right on the task and turn hours worked into an invoice with one click. You involve clients selectively – including through website feedback on their own sites.

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Kanban, calendar and timeline Timer and timesheet Time → invoice Data in Switzerland

To do In Arbeit 2.5h Erledigt

How does a task become a billed hour?

Four stations: plan tasks, track time, bill – and involve your clients.

  1. 1

    Create the project, put tasks on the board

    A project belongs to a client, with hourly rate, budget and team members. Every new project starts with the columns “To Do”, “In Progress”, “Review” and “Done”; you create tasks in a column and move them on. Every task carries assignees, due date, checklist, attachments and comments.

  2. 2

    Track time on the task

    You track time on the task, by hand or with the timer; several timers may run at the same time. Saldora rounds every entry up to the next 15 minutes. The timesheet summarises the time per employee and project.

  3. 3

    Done – and billed

    When billable hours are open, the “Bill” button appears in the project. Each task becomes an invoice line item with hours and hourly rate; billed time entries are locked afterwards. The “Budget & profitability” card shows how much of the budget has been used.

  4. 4

    Involve your clients

    You invite clients and partners into a single project, with permissions by profile. With website feedback, visitors mark a spot on your client’s website; Saldora turns it into a task at the very top of the inbox column – with screenshot, page and browser.

What do you get with Project management?

Four things for an overview of all projects.

  • Seven views per project

    Board, List, Table, Calendar, Timeline, Dashboard and Info. For the whole company there are also “Overview”, “Workload” and “Timesheet”.

  • My work

    Under “My work” every person sees the tasks assigned to them, grouped into “Overdue”, “Today”, “This week”, “Later” and “No date”.

  • External users with clear permissions

    The “Client” profile watches and comments, the “External collaborator” works along. Budget, assignees and time stay hidden from clients; you adjust every permission individually.

  • Project templates

    You save an existing project as a template. For the next project, the template carries over columns, tags and open tasks.

Frequently asked questions about Project management

The module for projects, tasks and time. A project bundles tasks, time and participants for one client; you add hours worked to an invoice.

Per project: Board, List, Table, Calendar, Timeline, Dashboard and Info. For the whole company there are also “Overview”, “Workload” and “Timesheet”, and for every person “My work”.

On the task with “Track time” or with the timer. When you stop a timer without a task, you assign it to a project and a task. Every entry is rounded up to the next 15 minutes.

In the project with “Bill”, or in an invoice via “New line item” → “Project times…”. Each task becomes a line item with hours and the project’s hourly rate. An invoice carries time from exactly one project.

Yes. You invite them as external users into a single project. With the “Client” profile they may comment and upload files; budget, assignees and time stay hidden. The email invitation is valid for 7 days.

A “Feedback” tab on your client’s website, embedded with a snippet. Visitors mark a spot and describe their request; Saldora turns it into a task in the project, with a screenshot including markers, page, browser and screen.

Yes. Title, description and name of each piece of feedback are visible to all visitors of the website, as pins and in the “All feedback” list. Email addresses, screenshots and attachments stay internal. That is why you should use the widget on preview or test pages.

Enter a budget in CHF for the project. The “Budget & profitability” card in the project dashboard shows how much of it has already been used.

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Plan tasks, track time, bill hours – try Project management free for 30 days.

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