Timeglass Help Center

Setup guides, product instructions, privacy information, and workspace controls.

Getting started

How Timeglass turns daily work into a reviewed timesheet.

How Timeglass works: The four-part flow from desktop capture to approved time.
Release your first timesheet: Install the app, work a normal day, then release the draft.
How your Timeglass records fit together: A simple guide to the people, work, and time records in Timeglass.

Install, connect your account, permissions, and capture controls.

Install the desktop app: Download, connect your account, and start capture on Mac or Windows.
Grant macOS permissions: Required and optional macOS access, plus repair steps.
Connect your account: Connect the desktop app to your account from your browser.
Use the desktop app and tray: Capture status, quick actions, settings, and display privacy.
Pausing tracking & idle detection: Pause on demand, the keyboard shortcut, and automatic idle pausing.
Fix desktop recording: Check capture status, permissions, displays, sign-in, and updates.

Project setup, clients, types, scopes, targets, and budgets.

The Projects & Clients page: Views, filters, scopes, statuses, and activity assignment.
Create a project manually: Set the scope, client, type, time target, billing model, and fee.
Set a project budget: Set the project fee and read the remaining margin.
View time for a client: Inspect client hours, financials, projects, categories, and activity.
Mark a project complete: Finish a project without removing its reporting history.
Import projects: Bring projects in from a spreadsheet, PDF, image, or text file.
Activity categories: Group work types, set billability, and keep report colors consistent.
How work is assigned: How clients, projects, tasks, and categories relate to recorded work.

Review your own time or approve your team’s.

How time records fit together: Understand captured minutes, activity items, activities, and daily timesheets.
Review & release your timesheet: Confirm your own day and release it.
Confirm your day in Power Review: The fast card-stack flow for releasing your time, and for managers clearing flags.
Fix drafted entries: Reassign projects, change minutes, hide off-task time, add untracked work.
Approve time as a manager: The team overview grid, statuses, and clearing flags.

Visibility, editing rights, and timesheet publishing rules.

How permissions fit together: How roles, teams, security settings, and publishing rules fit together.
Data Access permissions: Set cross-team visibility and access to meeting content.
Data Management permissions: Control who can edit time, activity, project, and team records.
Timesheet publishing settings: Set visibility, publishing time, manager review, and flags.
Common permission setups: Private review, automatic publishing, team visibility, and manager access.

Create payroll, billing, and activity files from approved time.

Export all time for a client: Build a client-hours file with the fields and format you need.
Export all time for a project: Build a project-hours file with custom filters and columns.
Run a payroll export: Export approved hours per person for a pay period.
Export work activity: Create detailed activity or grouped totals in CSV, Excel, or PDF.
Run an export: Choose the filters, columns, and format for a new export.
Export coverage: See approved, awaiting-approval, and unsubmitted time before export.
Getting data into payroll & accounting: Choose CSV, Excel, or PDF for the destination.

Meeting detection, recording policies, transcripts, and sharing.

Share a meeting recording: Copy a private link to a meeting report, transcript, and recording.
Meeting detection and transcripts: How calls are detected, recording starts, and transcripts are created.
Record an in-person meeting: Start and stop a live recording from the desktop app.

Connect an AI assistant and schedule activity reports.

Set up the MCP connector: Connect ChatGPT, Claude, Gemini, or another remote MCP client.
Schedule activity reports: Add daily or weekly personal and team email reports.

Roles, teams, visibility, and workspace configuration.

Set billable and cost rates: Add dated billable and internal cost rates to a workspace member.
Enable clients: Add client grouping to projects, reports, rates, and exports.
Configure timesheet publishing: Choose when submitted timesheets become visible.
Configure manager review: Require manager review for every submitted timesheet.
Configure timesheet flags: Set adjustment and daily-total thresholds for review.
Set app and website filters: Choose which apps and websites the workspace records.
Roles and data access: Roles, team scope, cross-team visibility, and editing controls.
How workspaces and teams fit together: Workspace membership, home teams, team groups, roles, and access.

SOC 2, GDPR, capture, redaction, retention, and deletion controls.

What Timeglass captures: Snapshots, uploaded work records, and capture controls.
Automatic redaction of sensitive data: How SSNs, card numbers, and passwords are automatically redacted.
Data retention & deletion: How long data is kept and how to delete it.
SOC 2 and GDPR compliance: Timeglass security assurance, data protection commitments, and compliance documents.