1. Client, Projects, Tags
Use Clients to represent internal departments so you can segment time data even when billing isn’t involved.
Treat Projects as initiatives or campaigns to connect effort with business priorities.
Apply Tags to track work types.
e.g.
Client: Product, Marketing, Customer Success
Project: Sprint #38, Q4 Campaign planning, Onboarding Workflow Review
Tags: Meeting, Admin, Deep Work, Review and Feedback,
2. Set weekly capacity per employee
Define how many hours each person is expected to work. Timely tracks logged time against that limit, so you can catch overtime or underutilization early.
3. Group users into teams
While teams are already reflected in projects by acting as clients (see Client, Projects, Tags above), the Teams feature in Timely lets you assign an entire department to a project with a single click, making setup faster and more consistent.
4. Monitor team workload in the People page
Use the People tab to see how each person is tracking against their capacity. Spot who’s overloaded, or who could take on more, at a glance.
5. Reporting like a pro
With your workspace set up this way, you can easily report on both overtime and underused capacity across people and teams. See exactly where time is spent, and compare planned hours against actuals to spot gaps and overages.
Pro Tip: Include Offline Time
For reports to be accurate, and truly useful, you’ll need to account for offline time as well.
Define clear categories up front, so it’s easy for the team to log non-working time without friction.
A simple setup might include:
• Client: Overhead & Leave
• Projects:
• Leave
• Lunch Breaks
• Sick
• Commute
