Rize Teams

Rize’s new Teams feature makes it easier than ever to track time on activities where you are working with your team. You and your team members will be able to tag time to clients, projects, and tasks that are shared across your team, simplifying how you invoice your clients and giving you better insights into your team’s productivity.

Setting up your team is straightforward, and once you're in, you'll find it much simpler to keep track of everyone’s time on team projects, clients, and tasks.

To create a team, simply click . Once you set a team name, a new section will be added under the navigation item with your team name, and you’ll be taken to the Team Settings where you can add or manage team members.

Invited team members will receive an email letting them know they’ve been invited to the team. They just need to accept their invite from their Rize dashboard, and they are ready to go!

We’ll also automatically update your subscription for new team members. Any team members added this way that were not a part of your organization will automatically be added to your org and will be charged based on a prorated rate.

Once you’ve created a team, admins can create Clients, Projects, and Tasks from the Teams Tab that all team members can use to tag their time

For example, if you’d like your team to tag their work for a specific project, you can create a team project from . When any team member tags time to a project entry, the team project you created will be available as one of the options in the “Select a project” dropdown. The project will also display the team name that it’s associated with next to it.

Only admins can create Clients, Projects, and Tasks for their team. If other members of your team need admin rights, you can change a user’s role from .

Just like your individual projects, clients, and tasks, each team member can see a roll-up of the time they’ve spent on a team’s clients, projects, and tasks from their respective tabs in . You can select between a weekly, monthly, or yearly view or choose a custom time range, if needed.

Admins will see the activity of all their team members. They also have access to the Overview tab, which provides a summary of the entire team’s work across all team clients, projects, and tasks, and the Members tabs, which show a detailed breakdown of the work for each team member.

You can easily export this information into a .csv or .pdf if you need it for your invoicing or other record-keeping purposes.

We’ve also added some options to give you flexibility on how you bill and invoice the work your team completes. In , you can choose to bill using either your Team Member Hourly Rate or Client Hourly Rate.

If you choose Team Member Hourly Rate, the work done by each team member will use the individual hourly rate you’ve set for them in . If you choose Client Hourly Rate, the work done by all team members will use the rate you’ve set for the Client in the “New Client” or “Edit Client” modals.

We've been working hard on this new Teams feature, and we're really excited for you to finally get your hands on it! We think it's going to make a big difference in how you track time with your team. We encourage you to jump in, create a team, and see how it can help you and your team!