Weekly Tasks


Daily Workflow

  1. Start of Day
  2. During Work
  3. End of Day:

Monitoring a Client’s Budget

Continuously remind yourself on how much budget and time remains in your client’s project.

Monitor your clients' budgets in the Trusty Timer Projects section. Budget Status displays time and dollar amounts. Click the dollar amounts to toggle between showing how much has been used or is left.

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Talent is only allowed to exceed the budget by $100 (or up to 2 hrs) in subscription projects that are renewing next month.

******Talent is not allowed to exceed the budget when a subscription project is ending/cancelling, or when they are working on a PAYG, as these clients do not have an upcoming scheduled payment.

Learn more about the Trusty Timer 20-minute warning feature →