How to Use Timely In 2025 | Step by Step In (2025)

How to Use Timely

In this video, the speaker explains how to get started with Timely, a time tracking software. The process includes signing up for a free trial, setting up projects and clients, managing hourly rates and budgets, and using tags for better organization.

Getting Started with Timely

• To begin using Timely, go to memory.ai/timely or search for "Timely" on Google.

• Click on "Start 14-day Free Trial" on the homepage and sign up with your Google account or work email.

• After signing up, you will be directed to the welcome page where you can enter your company name and specify the number of people using Timely.

• You have the option to download the memory app for automatic time tracking or continue without it.

• You can import meetings from your Google Calendar, Office 365, or Zoom account if desired.

Exploring the Dashboard

• Once set up, you will see various sections on the dashboard including hours, tasks, projects, people, reports, invoices, plugins, notifications, and personal settings.

• Automatic time tracking is available through the memory application download.

• Projects can be created by clicking on "New Project" and providing details such as project name, color coding, client information (including adding new clients), external ID reference (optional).

• People and hourly rates can be set up to accurately track time and manage budgets. Individual rates can be assigned, and budget options (time or money) can be enabled.

• Tags can be used for better organization. Options include no tags, all tags, or selective tags with the requirement of adding at least one tag per hour.

Creating a Project

• The speaker demonstrates creating a project named "Bow Tie Sales" with a burgundy color code.

• Hourly rates are set for individuals, and budget options (time or money) can be enabled.

• Tags are discussed as a way to categorize work done within the project.

• The sample projects provided by Timely can be removed.

Note that these notes provide an overview of the video content related to using Timely. For more detailed instructions and information, it is recommended to watch the full video.

Project Management and Task Tracking

In this section, the speaker introduces a project management and task tracking feature in the software. They explain how users can manage their projects, track time, and assign tasks to team members.

Managing Tasks

• Users can access the "My Task" section to manage their tasks efficiently.

• Tasks can be assigned to specific dates and given titles and descriptions.

• Assignees can be added by email or name if they are part of the timely workspace.

• Tags can be used to categorize tasks based on their type.

• Estimated hours for each task can be added.

Task Progress and Completion

• The assignee of a task can log the time taken to complete it.

• Completed tasks are marked with a checkmark for easy reference.

• Unassigned tasks can be assigned by team members themselves.

Different Views and Search Options

• Tasks can be viewed in timeline or list view.

• Specific projects or assignees' tasks can be filtered for better organization.

Time Logging and Reports

This section covers time logging features and generating reports in the software.

Logging Hours

• Users can log hours worked on specific tasks by adding notes, selecting projects, tags, and specifying time spent.

• Various options like timers, planned hours, billable/non-billable entries are available for accurate time tracking.

Generating Reports

• Monthly full workspace reports provide an overview of all activities within a month.

• Project reports offer insights into individual project progress.

• Unbilled hours report helps track non-invoiced work hours.

• Employee hours report assists in monitoring employee productivity.

Invoicing Feature

This section explains how users can create and manage invoices within the software.

Creating Invoices

• Users can create new invoices by specifying project details and date range.

• Line items can be added as tags, team members, or assigned tasks.

• Invoices can be easily viewed and managed.

Conclusion

The transcript provides an overview of the project management, task tracking, time logging, reporting, and invoicing features available in the software. Users can efficiently manage their tasks, track time spent on projects, generate reports for analysis, and create professional invoices.