Setting up Clients and Projects

 

Step 1: Understanding Settings

Settings are accessed via the cogwheel button in the top-right corner, next to the + button.

This section is the backbone of project management, allowing you to define:

• Element hierarchies

• Element types (Customer, Project, Task, Matter, etc.)

• Activity types

• Statuses

• Billable hours

Settings are similar to those in Memtime Projects Local (Offline), with additional features for custom hierarchies.

Presets

When you land on the Settings page, you will see five presets and a Custom option.

Presets define a basic hierarchy like:

Customer → Project → Task

You can also set default values for new elements:

• Activity selector on time entries – allows activity selection for new time entries

  
  
  

• Billable flag on time entries – enables billable/non-billable selection

• Statuses – whether statuses appear on elements

  
  
  

• Time can be logged against – by default, only the last element type in the hierarchy allows time logging

  

Custom Settings

The Custom option allows you to define your own element types and hierarchies:

• Create and name any element type

• Nest elements under any other type via drag-and-drop

• Rearrange hierarchies at any time

• Save changes to apply them to future element creation

Exporting Your Memtime Projects (Local) entities to the Cloud

If you’ve been using the local or offline version of Memtime Projects, you can now export your projects, clients, and tasks directly to the cloud version. Follow these steps:

1. Open your Memtime app.

2. Go to Menu > Connected Apps > Memtime Projects Local.

3. Scroll down until you see the “Export Data” option.

   

4. Click Export Data. Your projects, clients, and tasks will be automatically exported and made available in the cloud version.

Step 2: Creating Elements (Entities)

The Elements tab displays all entities at a glance, including:

• Child & parent relationships (expand/collapse)

• Assignees

• Status (if enabled)

• Total logged hours and billable hours

You can perform actions such as:

• Create Elements

• Search

• Filter (by user or status)

• Sort

• Show/Hide Archived Elements

All displayed elements follow the hierarchies defined in Settings.

Entry Points to Create Elements

1. + Button in Elements Tab – dropdown options to:

   • Create any element based on settings

   • Create from template

   • Duplicate an element

     
     
     
     

2. 3-Dotted Menu on Existing Element – create a child element or standard element

   
   
   
3. Memtime App - Time Entry Creation window
   
   

Element Creation Modal

When creating elements, you can:

• Assign multiple users

• Add icons (predefined or custom upload)

  

• Access advanced settings (collapsed by default)

  

Saving Options:

• Normal Save – creates the element

• Save & Save as Template – creates element and template for future use

  

Step 3: Activity Types, Statuses, and Billable Hours

Activity Types

• Work the same way as in Memtime Projects Local (Offline). 

• Can be created in Settings, during element creation, or during time entry creation

• Examples: Billable work, Non-billable work, Time of absence

• Each activity type must have a unique name

Statuses

• New in Memtime Projects

• Can be enabled per element type

• Types: To Do, In Progress, Done

• Users can create multiple statuses and customize names and colors

• Displayed as colored dots on elements

Billable Hours

• Elements display the sum of all logged hours

• Also shows billable hours separately