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ClickUp Time Tracking Policy and Report Plan

Structured brief Has example

• 🎯 ClickUp

Set practical time-tracking rules without micromanaging.

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Draft a time tracking approach for ClickUp for [TEAM]. Why we track time: [REASON]. Work categories: [CATEGORIES]. Billing or reporting needs: [REPORTING_NEEDS]. Concerns the team has: [CONCERNS].

Define what is tracked and what is not, the minimum detail, how to handle meetings, a five-minute weekly routine, and the reports we will look at. Explain how reports will and will not be used, and do not suggest using time data to rank individuals. Give an example utilisation calculation: billable hours divided by available hours, 24 of 30 is 80 percent. Write a message to the team that addresses concerns honestly, plus an FAQ answered only from the policy I describe (what if I forget to track, does it affect my review, who sees the data), with unknowns marked as questions for management.

Note local rules on monitoring employees and ask HR to review [VERIFY]. Plan a review after a month, and stop tracking if the data is not used.

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Invented example: a team member has 30 available hours, tracks 24 billable hours and 4 internal hours. Billable share of available time = 24 / 30 = 80 percent. Tracked share = 28 / 30 = 93.3 percent.
Note: the remaining 2 hours are likely meetings and breaks; this is not a performance measure. Report for the team: tracked time by category as a share of available time, for example 24 hours client work (80 percent), 4 hours internal (13.3 percent), 2 hours untracked (6.7 percent). Use: planning future estimates and checking workloads, not individual ranking. Review after a month: is the data complete enough to be useful, and do people find it burdensome?

• structured
• clickup