Directory lists: Roles, Tags and Products

Some words your business uses every day need one agreed list, or each person spells them their own way. The Directory keeps three such lists: the roles people hold, the tags that label work, and the products that revenue and cost are attributed to. An Owner keeps them tidy in one place, and everyone else picks from them.

• Roles are the job descriptions that people hold and that the weekly role-fit assessment measures completed work against.
• Tags are the free-form labels attached to tasks, notes and time entries, including the one that marks overtime.
• Products are what project cost and milestone revenue are attributed to in Financials.

The full chapter, with every step and setting, is in the app: open your account menu and select User manual.