Work

Run the jobs you take on. Projects with tasks and milestones, a timer that turns into an invoice, a place for clients to follow along, and a knowledge base for everything you write down.

Not everything you do is a product on a shelf. Some of it is work you take on for someone: a record you are producing, a brand film, a six-week coaching engagement, a build for a client. Work is where that lives.

A project holds the tasks, the dates, the people, the files and the hours. Time you track against it rolls up into a total you can turn into an invoice. Your client can follow the same project from your own site, leave a comment on a task, send you a file and pay what they owe. And the knowledge base is where everything you write down lives, in a tree of pages you can nest, search and share as narrowly as you like.

You will find all of it under Work in the dashboard menu.

What's in here

Projects and tasks

Create a project, plan it on a board, list or calendar, group work into milestones, and ask its files a question.

Time tracking

Run a timer or log hours by hand, keep billable and non-billable separate, and submit a week for approval.

Working with clients

Invite a client to follow their project on your own site, take files from them, and bill the hours you tracked.

Reports

Task progress and budget burn across every active project, so you see the overrun before the invoice does.

Labels and custom fields

Reusable tags for tasks, plus your own fields on tasks and projects for the details TribeNest doesn't ask for.

Knowledge base

Pages in a tree, with search, nesting, moves, and permissions you can see rather than guess at.

How a project usually goes

You do not have to use every part of this, but the pieces fit together in a fairly predictable order:

Create the project. Give it a name, say whether it is for a client, and set a rate and a budget if money is involved.
Break it into tasks. Drag them across a board, or work down a list. Group the big beats into milestones.
Track your time against the project as you go, either with the timer or by logging hours at the end of the day.
Keep the files with the work. Every project has its own tree of pages where you write notes and drop documents. Nothing in it is public.
Invite the client if there is one. They get a read-only view of milestones, tasks and billable hours on your own site, and can send you files.
Bill it. One click turns unbilled billable time into a draft invoice, ready to review and send.

How Work fits with the rest of TribeNest

Contacts is where a client comes from. A client project is tied to a contact, so the person you bill is the same person you already have a history with.
Finance is where invoices raised from a project go. You review, send and get paid there, and the project keeps a link to each one.
Team decides who can open Work at all. Members you add to a project are people already on your team, and each can carry their own hourly rate.

Not everyone sees the same menu

Projects, Time, Reports, Labels and Custom fields each depend on the access your team member has been given. The Knowledge Base is visible to everyone, though which spaces and pages they can actually open comes down to who has been invited to them.