Core Concepts

Projects and tasks form the backbone of work organization in Asrify. Understanding how they work together is key to productive use.

Projects A project is a container for related work. It can represent anything from a client engagement to an internal initiative.

• Project Types: Client projects, internal projects, or personal projects
• Project Status: Active, On Hold, Completed, or Archived
• Project Settings: Budget, billing rates, deadlines, and team access

Tasks Tasks are individual work items within a project. They can be assigned, scheduled, and tracked.

• Task Properties: Title, description, assignee, due date, priority
• Task Status: To Do, In Progress, In Review, Done
• Subtasks: Break down complex tasks into smaller pieces
• Task Comments: Collaborate with team members on specific tasks

Task Views - List View: Traditional list with sorting and filtering - Kanban Board: Visual workflow with drag-and-drop - Calendar View: See tasks on a timeline - Timeline View: Gantt-style project planning

Time tracking is central to Asrify's productivity features. It helps you understand where time goes and ensures accurate billing.

Tracking Methods - Live Timer: Start and stop as you work - Manual Entry: Log time after the fact - Calendar Integration: Import time from calendar events

Timer Features - Quick Start: One-click timer from any task - Running Timer Widget: Always visible in the header - Timer History: See and edit recent entries - Idle Detection: Pause when inactive (desktop app)

Time Entry Details Each time entry includes: - Duration (start and end time) - Associated project and task - Description of work done - Billable/non-billable flag - Hourly rate (if applicable)

Reports & Analytics - Daily, weekly, and monthly summaries - Breakdown by project, task, or team member - Export to CSV or PDF - Client-ready reports

Asrify provides flexible role-based access control to ensure team members have the right level of access.

Default Roles - Admin: Full control over workspace settings, billing, and all data - Manager: Can manage projects, view team reports, and adjust settings - Member: Can track time, manage assigned tasks, and view personal reports

Permission Categories - Projects: Create, edit, delete, view - Tasks: Create, assign, edit, delete - Time: View own, view team, edit entries - Reports: Personal, team, financial - Settings: Workspace, billing, integrations

Custom Roles Create custom roles tailored to your team's needs: 1. Go to Settings > Roles & Permissions 2. Click "Create Role" 3. Name the role and set permissions 4. Assign the role to team members

Project-Level Permissions Override default permissions on a per-project basis. Useful for: - Contractors who only need access to specific projects - Clients who should view progress but not internal details - Team leads who manage specific projects

Asrify streamlines client billing by connecting time tracking directly to invoicing.

Client Management - Client Profiles: Contact info, billing details, payment terms - Client Portal: Give clients view-only access to project progress - Client Projects: Associate projects with specific clients

Billing Rates Set rates at multiple levels: - Workspace Default: Applies to all work unless overridden - Project Rate: Specific rate for a project - Task Rate: Override for specific task types - Member Rate: Different rates per team member

Billable vs Non-Billable Mark time entries as billable or non-billable: - Billable time appears on invoices - Non-billable time is tracked for internal purposes - Default setting can be configured per project

Invoicing - Generate invoices from tracked time - Customize invoice templates - Set payment terms and due dates - Track payment status - Send reminders for overdue invoices

Financial Reports - Revenue by client, project, or period - Outstanding invoices - Payment history - Profitability analysis