Assigning Plans & Tasks to Timekeepers

Purpose & Benefit: To make the most out of Timekeeper productivity, assign them tasks in roles they strive in. Users can assign Matter/Project specific Tasks to specific Staff Members/Professionals/Timekeepers. This article will show you how you can enable access to Plan/Tasks for Timekeepers, how to make this a required field, Read more

How to make Tasks a required field on Time & Expense Entries

Purpose & Benefit: When creating project plans you want the flexibility to exercise your control in all areas of project work. You can make Tasks a required field so that Timekeepers must only work on the pending project plan tasks for Matters/Projects that need those assigned tasks to be completed first. Read more

Tasks – Create, Edit, or Delete a Project Milestone

Purpose & Benefit: Milestones allow businesses to exercise extra control on projects while creating reference points for timely achievements. Milestones create a progress mark to help easily track and analyze the progress of critical project paths. Click on Clients & Matters under the Clients tab, and choose the relevant matter/project.   Click on a Read more

Tasks – How to add Time & Expense Entries to a Project/Matter Plan

Purpose & Benefit: When you have spent a considerable amount of time outlining your legal project plan in a timekeeping legal billing software, you want to know that creating time and expense entries against these projects will be an easy feat from within the project plans themselves. With TimeSolv, we Read more

Tasks – Create, Edit, or Delete a Project Task

Purpose & Benefit: Creating a detailed project plan is a valuable tool to determine a comprehensive workflow and potentially flat fee assessment when you are aware of how long each individual task is going to take when broken down.  You can create goals through milestones to measure the project’s success, Read more

Tasks – Create, Edit, or Delete a Project Phase

Purpose & Benefit: Creating a detailed project plan is a valuable tool to determine a comprehensive workflow and potentially flat fee assessment when you are aware of how long each individual task is going to take when broken down.  You can create goals through milestones to measure the project’s success, Read more

Tasks – Create, Search, Access, Edit, or Delete

Purpose & Benefit: Creating a detailed project plan is a valuable tool to determine a comprehensive workflow and potentially flat fee assessment when you are aware of how long each individual task is going to take when broken down.  You can create goals through milestones to measure the project’s success, Read more

Tasks – Plan Templates

Purpose & Benefit: As a software that prides in saving our client valuable time, TimeSolv aims to make everything as quick and effortless as possible. This is why we allow our clients to copy existing project plans as templates for reuse against different Matters/Projects, saving time in having to repeatedly enter Read more

Tasks – Settings

Purpose & Benefit: Creating a detailed project plan is a valuable tool to determine a comprehensive workflow and potentially flat fee assessment when you are aware of how long each individual task is going to take when broken down.  You can create goals through milestones to measure the project’s success, Read more

Matter/Project Budget

Purpose & Benefit: You can contain costs while focusing on strategic roles to transform the budget into an investment through a good budgeting tool. Budgeting also means you can make a risk assessment for individual Matters/Projects. In matter/project budget, users can view and set hours, fees, expenses and invoices, and Read more