How To

Easy instructions on using Nikabot, from logging work and time off hours to managing users or projects

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47 articles in this collection
Written by Nikabot and Tari Feijão
Managing Projects

How do I remove projects my team is no longer working on?

You can archive your projects, saving their records but removing them from the list of available projects.
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Written by Tari Feijão
Updated over a week ago

Where can I see the list of projects?

How to get all the existing projects that were created by your team
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Written by Nikabot
Updated over a week ago

How do I create and edit projects?

Learn how to create, edit, and merge your team's projects
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Written by Nikabot
Updated over a week ago

How do I create or edit Time Off types?

Customize the list of options for your team to enter time off or leave days
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Written by Nikabot
Updated over a week ago

How do I rename a project?

Learn to quickly rename a project in Slack or in your team's report center
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Written by Nikabot
Updated over a week ago

How can I create and edit the project Client or Type?

How to use project properties such as Client and Type
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Written by Tari Feijão
Updated over a week ago

How can I set a project's total number of contracted hours?

Monitor your projects progress by setting the total estimated hours
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Written by Tari Feijão
Updated over a week ago

What happens when I delete a project?

You'll lose the data, be careful
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Written by Nikabot
Updated over a week ago

What happens when I merge projects?

See how to consolidate projects by merging duplicate versions of the same project
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Written by Nikabot
Updated over a week ago

Can I change the format of the projects list?

Learn how to customize the list to reflect your company's own project structure
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Written by Nikabot
Updated over a week ago

What happens when I archive a project?

Archiving projects prevents users from logging time on them
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Written by Nikabot
Updated over a week ago

How can I match data from Nikabot with software that I already use?

Learn to use the Ref ID to store a secondary project or user ID and export it with your data
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Written by Nikabot
Updated over a week ago

Can different user groups access different projects?

Learn what happens when you assign user groups to projects
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Written by Tari Feijão
Updated over a week ago
Managing Team members

How can I add or remove Nikabot admins?

Manage your teammate's permissions by assigning them as Nikabot admins
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Written by Tari Feijão
Updated over a week ago

How do I activate Nikabot for new teammates?

Here's how to manage the list of team members that are active in Nikabot
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Written by Nikabot
Updated over a week ago

How do I add and remove teammates?

Learn how to add new users to Nikabot and how to deactivate them for time tracking
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Written by Nikabot
Updated over a week ago

How do I choose who receives the Nikabot daily check-in?

Activate time tracking for the team members you wish to track and deactivate it for those who don't have to receive the daily reminders
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Written by Tari Feijão
Updated over a week ago

How can I organize my teammates into roles and groups?

Learn how to create roles and groups to organize your reports and let you focus on the right people at the right time
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Written by Nikabot
Updated over a week ago

What happens when I deactivate a teammate?

What to expect when you set a team member to inactive in Nikabot or when you remove someone from your Slack workspace or Teams team
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Written by Nikabot
Updated over a week ago

How do I control what team members can see?

Learn to adjust your team's permissions and prevent users from accessing everyone else's info
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Written by Nikabot
Updated over a week ago

How do I search for a specific team member, project, or time off type?

I don't want to spend my time searching for a teammate, project, or time off type in a huge list.
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Written by Tari Feijão
Updated over a week ago

Does Nikabot work for guest users?

What to know about using Nikabot to track the time of guest users in Slack and Teams
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Written by Nikabot
Updated over a week ago