Quickstart Guide

Updated:

May 2, 2019

When entering Busy, the first thing you will see is your timeline. To track time, we need to set up your workspace.

There are five stages of creating a workspace we will cover here:

  • Managing people
  • Managing tags
  • Managing projects
  • Tracking time on the timeline
  • Reading data in the reports

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Managing people

People page

You can add new users by pressing the add someone button, sending them an email or a direct link for joining your workspace. You can also edit existing users by clicking their label.

Click the name to edit and add to invite someone.

Invite by email or sharing a link.

Editing people

Here, you can set the users name, title, permissions and more.

Editing a user.

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Managing tags

Tags page

A tag is a type of task that often being completed, typically used to categorize different kinds of work. You can add new tags by pressing the add tag button. You can also edit existing tags by clicking their label.

Click the name to edit and add to create a new.

Editing tags

Here, you can set the tag name and more.

Editing a tag.

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Managing projects

Projects page

A project is something you are working on and can be anything from reading a book to building a new product. You can create a new project by pressing the add project button. You can also edit existing projects by clicking their label.

Click the name to edit and add to create a new project.

Editing projects

Here, you can set the project name, color, whether it is billable or not, who should have access to it, what tags should be available for it, and more

Editing a project.

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Tracking time on the timeline

The time is presented horizontally, with the days going downwards. You can navigate either by scrolling, using the arrows on your keyboard, or the indicators in the interface. You can also scale the timeline to fit your day by hovering and dragging left or right.

Navigate by scrolling, using the arrows on your keyboard or the buttons in the interface.

Right now it is week 17, on the 26th of April and the time is 17:21. The red circle indicates where we are. Track time by navigating to your selected timeslot. Press, drag, and release.

Creating a third entry.

Write a description for the entry and select a project and tag. In the side drawer, you also have the option to mark the entry as billable and choose who should be able to see it through the sensitivity option.

Entry settings.

Now, we have a total of three entries presented differently. First, on the right, a planned entry which shows what is coming. Second, in the middle, an ongoing entry which shows what is going on. Third, to the left, a completed entry which shows what has been done.

If we check the key figures, we have logged time in the key-figure to the left, and total planned time in the key-figure to the right. To see the key figures for each day, hover on the day header. Logged time is shown in the key-figure on top, and total planned time in the key-figure on the bottom.

Done. Ongoing. Planned. With key figures for week and day.

There are multiple ways you can edit an entry. Move an entry by hovering on it, then press, drag, and release. You can edit the start and end time of an entry using the input fields, the scroll wheel, or dragging the edges of the cards.

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Reading data in the reports

Here we can see all the data for the current month, but you can change this through the filters. So let's filter our website project for the last seven days. First, we go to the projects filter; then selecting the project.

Filtering with the project selector.

Second, we go to the date picker, choosing the option to see the last seven days.

Filtering with the date picker.

Our data will be displayed in the table based on the display settings and exportable to other formats by pressing the export button.

Change display settings, expand a row and export the data.

We encourage you to explore our Knowledge Base, accessible by pressing the avatar in the bottom left corner. More information about our application is also available by hovering on one of the many question marks we have placed around the app. If you have any questions, you can always reach us by pressing the chat in the bottom right corner, and we will help you out.

Knowledge Base bottom left and support char bottom right.

Getting Started

Oher relevant articles from our Knowledge Base

What is Busy?

Our film gives you an introduction to what Busy is, who it is for and what it can do for you and your organization.

Explore

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