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Can I assign a work type to a person?

When a project is created the default list of work types will be copied to its Estimated Work & Rates section. Then, you can customize this list by removing unneeded work types or editing the rates. This creates a specific set of work types for anyone tracking time on that project.

One approach is to create role-based work types, like “Graphic Designer,” “System Administrator,” or “Senior Developer.” This makes it easier for each person to identify their work type quickly. To make it even more specific, you could include names, like “Analyst – John,” so team members can easily select the correct type.

Any work type that is associated with a project can be used by any team member with access to the project. That being said, there is a way to default a work type with a person so that if that work type is available in a project it will be automatically selected whenever that person applies a timer. It is a convenient feature to help expedite time tracking.

➡️ For details on setting a default work type for a person, see this guide.

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