todo.vu support

Help pages, tutorials and tips about how to get the most out of todo.vu

todo.vu Glossary

Below is a glossary of todo.vu terms, and a quick overview of how your data is organised in todo.vu.

Glossary

Assignee – an assignee is a task attribute, denoting the user in charge of that particular task. There can only ever be one assignee on a task. When a user creates a task, they automatically become its assignee, but admin users can change a task’s assignee at any time.

Billing report – A billing report in todo.vu is a digital and itemized record of both time-based and fixed charges logged to one client. Charges are broken down and displayed clearly (where applicable) by project, user, date, time entry duration, hourly rate, subtotal and total costs, units and more – and include a final calculated total and applicable taxes. Billing reports can be in draft mode or published; published billing reports are shareable via a unique URL. Read more about billing reports.

Calendar entry – An entry on todo.vu’s calendar can be an actual time entry, billed time entry, predictive time entry, due date, or reminder.

Client – a client in todo.vu typically represents the person or organisation using your services. Tasks and projects must be associated with a client unless they are in-house tasks or projects.

Floating time entry – A floating time entry is a record of time that has been logged in todo.vu but not yet connected to a task. You will only see Floating time entries on todo.vu’s calendar marked as ‘No client – Not linked to a task’. There will be no record of them anywhere else in your workspace. Floating time entries allow users to track and record time quickly without worrying about the details right away.

Follower  – a follower is a task attribute, denoting a user following that particular task. There can be any number of followers on any task. Followers receive push and email notifications about updates on their followed tasks; they can also interact with tasks, such as to leave comments, upload files and more.

Project – a project in todo.vu represents a grouping of todo.vu tasks. Projects must be associated with a client unless they are an in-house project or a project template.

Task: A todo.vu task is an action item or idea created by a todo.vu user. Tasks show up in todo.vu as individual units sorted by workflow status (Snoozed, To-do, Done), and can house attributes such as descriptions, checklists, file uploads, labels, comments and more. Every activity you undertake can be a task in todo.vu.

Tasks modal – the Tasks modal appears from within the Time modal, allowing users to select a task on which the time entry is to be recorded. A user can create a new or search for an existing task from the Tasks modal.

Time entry – A time entry is a detailed record of time that has been logged in todo.vu; either tracked in real time by a user with todo.vu’s timer, or recorded manually before or after the fact. Time entries recorded on tasks contribute to accurate and transparent billing and business reporting.

Time modal – The Time modal appears when a user creates or modifies a time entry on todo.vu’s calendar. The Time modal allows users to update the time entry duration.

The todo.vu hierarchy

Data in todo.vu is organised in a simple hierarchy, like so:

  • All Time is tracked, recorded (as time entries), and linked to specific Tasks.
  • All Tasks – and their time entries – belong to specific Projects.
  • All Projects – and their tasks and time entries – belong to specific Clients.
  • All Clients – and their project, task & time entries data – belong to a single Workspace.

 

A visual diagram representing todo.vu's hierarchy of data, where time is first tracked as time entries then connected to tasks, which are connected to projects, which are connected to clients, which belong to one workspace.

Time is tracked at hourly billing rates by todo.vu users.

Tracked time is recorded in detail on tasks as time entries. Tasks are grouped according to projects, and projects are grouped according to clients.

Time data is therefore recorded both in minutes and monetary values, according to individual users, tasks, projects and clients.

All of this data is stored in a single todo.vu workspace.

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