As a consultant, time tracking is essential to staying on top of your projects. That's why it's important to have the perfect template for tracking and managing your time.
ClickUp's Consultant Time Tracking Template helps you effortlessly monitor billable hours, track progress on tasks, and more—all while allowing you to collaborate with your clients in real-time. With this template you can:
- Manage client tasks and milestones in one place
- Track and report billable hours accurately
- Visualize progress and stay organized from project start to finish
Say goodbye to spreadsheets and hello to ClickUp's Consultant Time Tracking Template!
Benefits of a Consultant Time Tracking Template
Consultants are an invaluable resource for any organization. Keeping track of consultant hours can help you maximize their value. A consultant time tracking template offers several advantages, such as:
- A clear picture of how much time has been spent on each project
- Easier invoicing and billing for consultants
- Accurate tracking of consultant hours to ensure projects stay on schedule and on budget
- Improved collaboration between consultants and internal teams
Main Elements of a Consultant Time Tracking Template
ClickUp's Consultant Time Tracking Template is designed to help you keep track of consultant's billable hours and payments. This List template includes:
- Custom Statuses: Mark task status such as Approved, Backlog, Complete, Discontinued and In Progress, to keep track of the progress of consultants' time tracking
- Custom Fields: Use 9 different custom attributes such as Effort Level, Account, Hourly Rate, Payment Due Date, Reviewer, and more, to save vital information about consultant's time tracking
- Custom Views: Open 7 different views in different ClickUp configurations, such as the Payables View, Payment Status View, Activities Board View, Getting Started Guide View, and Accounts View, so that all the information is easy to access and organized
- Project Management: Improve consultant time tracking with time tracking capabilities, tags, dependency warning, emails, and more
How to Use a Consultant Time Tracking Template
As a consultant, keeping track of your hours and expenses is essential for getting paid correctly and filing your taxes. The Consultant Time Tracking Template provides an easy way to monitor your time and expenses, as well as get insights into your billing and invoicing. Here are the steps to use it:
1. Enter your time and expenses
Once you’ve set up the template, start entering your time and expenses into the spreadsheet. Make sure to include enough details to accurately track your hours and expenses.
Use the Table view in ClickUp to fill out the template and easily input your time and expenses.
2. Set up automated reminders
Set up automated reminders in ClickUp to make sure you’re keeping track of your time and expenses on a regular basis. This will help you stay organized and make sure you don’t miss any important information.
Use Automations in ClickUp to set up reminders to track your time and expenses.
3. Run reports
Run reports in the spreadsheet to get insights into your billing and invoicing. This will help you identify potential areas of improvement and make sure you’re getting paid accurately.
Use Dashboards in ClickUp to easily get an overview of your time and expenses.
4. Generate and send invoices
Once you’ve collected all the necessary data, you can generate and send invoices to your clients. Make sure to include all the relevant details and double-check your calculations before sending.
Use the Calendar view in ClickUp to see when invoices are due and make sure they get sent on time.
Get Started with ClickUp's Consultant Time Tracking Template
Consulting firms can use this Consultant Time Tracking Template to help everyone stay on the same page when it comes to tracking time spent on tasks and managing billing.
First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.
Next, invite relevant members or guests to your Workspace to start collaborating.
Now you can take advantage of the full potential of this template to track time for consultants:
- Use the Payables View to keep track of all payments due and invoices sent
- The Payment Status View will help you keep track of which payments have been received and which have not
- The Activities Board View will give you a space to manage and track all of your activities
- The Getting Started Guide View will help you get up to speed quickly on how to use the template
- The Accounts View will help you manage all of your consultant accounts
- Organize tasks into eight different statuses: Approved, Backlog, Complete, Discontinued, In Progress, to keep track of progress
- Update statuses as you progress through tasks to keep stakeholders informed of progress
- Monitor and analyze tasks to ensure maximum productivity