For Admins: Setting up Team Timesheets

This guide walks owners and admins through setting up Timesheets for Teams.

Follow these steps in order. Members won't be able to log time against projects until those projects exist, so getting the structure in place before inviting people to start tracking makes onboarding much smoother.

Team Setup
1

Invite your team and assign roles

Before setting up projects, invite your members and assign roles. Timesheets for Teams uses the same organization structure as Focus for Teams: owners and admins manage members, and the manager role can be assigned to give team leads project and reporting access.

For a full walkthrough of inviting members, creating teams, and assigning roles, see the Setting up Focus for Teams guide.

💡 Assign managers before creating projects. When you create a team project, you'll assign it to teams and members. Having your organization's structure in place first means you can set those assignments correctly from the start.

2

Configure your preferences

Go to Timesheets → Preferences to configure your personal Timesheets settings. These preferences are per-user, so each member of your team will set their own. Configure yours first so you understand what members will need to do when they get started.

Timesheets Settings — Preferences and Connections page showing the Automations section with Project Autocompletion Method set to History and AI, and Scheduled Autocompletion Delivery set to End of my work day

Project Autocompletion Method

This controls how RescueTime suggests which project to assign to each block of activity on your timeline. There are three options:

  • History: RescueTime looks at your past project assignments and suggests based on patterns it recognizes. This is the default setting.
  • History & AI: History is checked first. For any activity that doesn't match a known pattern, the AI assistant generates a suggestion.
  • Off: No suggestions are made. You add all time blocks to projects manually. This also disables scheduled autocompletion.
Timesheets Project Suggestions modal showing three options: History, History and AI, and Off, with descriptions of each and an OpenAI data processing notice at the bottom

AI suggestions and data privacy: Enabling History & AI means activity data (apps and websites used) may be transmitted to OpenAI's API for processing. Data is used only to match activities to projects and is handled per OpenAI's privacy standards. If this is a concern for your organization, use history only.

Scheduled Autocompletion Delivery

This sets when RescueTime automatically runs the suggestion process and prompts you to review your timesheet. Options:

  • End of my work day: processes today's activity 1 hour before the end of your work day.
  • The next morning: processes the prior day's activity 1 hour before your work day starts the following morning.
  • Off: no automatic processing. You must manually assign time to projects each day.
Timesheet Completion Schedule modal showing three options: End of my work day, The next morning, and Off, with timing descriptions for each

Scheduled delivery must be on for AI to work. If you choose History & AI as your autocompletion method, Scheduled Autocompletion Delivery must also be enabled. Setting it to Off disables AI suggestions even if History & AI is selected. You can also manually trigger the suggestion job at any time; the settings page shows how many suggestion jobs remain for the day.

Suggestion block size minimum

This sets the shortest activity block RescueTime will consider when generating project suggestions. Options are 5, 10, or 15 minutes, and the default is 15. Smaller minimums produce more granular suggestions but may add noise. For most teams, 15 minutes is the right starting point.

Settings page showing Suggestion block size minimum set to 15 minutes, and the Reporting section with Default billing rate and currency unset and Default rounding at 0.01 hrs

Default billing rate and currency

This is your default hourly rate used in the billing column of reports. RescueTime applies rates in this order of precedence: the first one that is set is used.

  1. Task rate
  2. Project rate
  3. Client rate
  4. User rate (this setting)

Billing rate for reports and invoices modal showing a rate input field, currency dropdown set to unset, and the rate precedence order: task, project, client, user

Default rounding

This controls how time totals are rounded in reports. Each row is calculated in seconds, converted to hours, then rounded using the selected strategy. The default is 0.01 hrs (nearest hundredth of an hour). Precision-based options (0.1, 0.01, 0.001) round to the nearest value; hour and fraction-based options round up. Set this to match your invoicing conventions before running reports.

Automatically add self to new team projects, tasks, and clients

When this toggle is on, you're automatically assigned to any new team project, task, or client you create, in addition to any other assignments you set. Projects that aren't assigned to you via a team or direct assignment are hidden from your timeline. Turn this off if you want to control assignments manually and avoid being added to every project you create.

Settings toggle for Automatically add self to new team projects, tasks, and clients, shown in the on position

3

Update activity categories for your team

RescueTime comes with default activity categorizations that work well for most teams, but adjusting them to match how your organization actually works makes reports significantly more accurate. As an admin or manager, you can push your category settings to one or all of your teams.

The workflow is:

  1. Go to Activities → Categorize Activities
  2. Review how your activities are categorized across Focus Work, Other Work, Neutral, and Personal or Distracting
  3. Hover over any activity card and click More Details to change its category, or use the arrows on either side of the card to adjust its productivity level
  4. Once your categories are set the way you want, click Update for teams
  5. In the modal, choose a specific team or Copy to all teams, then click Update Team Profiles
Categorize Activities page showing activities organized into four columns — Focus Work, Other Work, Neutral, and Personal or Distracting — with Sort uncategorized, Manage categories, and Update for teams buttons at the top Manage Categories for Teams modal with a team selection dropdown showing Customer Support, Marketing and Analytics, Development and Operations, and Copy to all teams options, alongside an Update Team Profiles button

💡 Do this before members start tracking. Category settings affect how activity time is shown in team reports. Pushing your categories to teams early means everyone's data uses the same framework from day one. You can update categories at any time.


Build Your Project Structure
4

Create clients

Clients group projects together for billing and reporting purposes. If your team works on multiple accounts, internal departments, or distinct work streams, creating clients first makes it easy to assign projects to them during setup.

Go to Timesheets → Clients and click + New Client. Clients are listed as either Team Clients (shared across the organization) or Personal Clients (private to you). For team billing and reporting, create team clients. You can also import clients in bulk using the Import button, or archive clients that are no longer active.

Timesheets Clients page showing Team Clients with RescueTime listed at 27 active projects, and Personal Clients section below with individual client entries
5

Create tasks

Tasks represent the type of work being done within a project, things like Design, Development, Meetings, QA, or Account Management. They give your reports a second layer of granularity beyond the project itself, so you can see not just how much time went into a project, but what kind of work was involved.

Go to Timesheets → Tasks and click + New Task. Like clients, tasks are split into Team Tasks and Personal Tasks. Each task shows how many active projects it's associated with. Tasks can also be imported in bulk or archived when no longer needed.