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Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards give you the management insight you need and with our Web and Mobile App, plus Outlook and Google Apps integration it’s easy for users to adopt.

Monitask - time tracking software for teams

How to Track Time in Workbooks CRM

Step 1

Create a Monitask account

Sign up for a free 10-day trial

Step 2

Invite employees and remote workers.

Click "Invite your team" from the dashboard and add your team members’ email addresses. You can add an unlimited number of employees to your account.

Invite Employees and Remote Workers
Step 3

Ask employees to start tracking time using Monitask.

Your team members will need to download the time-tracking app and start using it to track the time spent on work items. Company owners, administrators, and managers do not need to install Monitask, as data is accessible via the web-based real-time dashboard.

Step 4

Assign projects and tasks.

Project management features allow you to assign projects to team members and review work hours associated with each project and task.

Assign projects and tasks
Step 5

Review work hours and proof of work.

Use Live Dashboard to review online employees, their time entries, screenshots, activity levels, and internet usage

Review work hours and proof of work
Step 6

Continue using Monitask to get in-depth insights.

Monitask analyzes time and data across your company. After you use the software for several weeks, it generates comprehensive reports so that you can analyze and identify bottlenecks, productivity, and processes.

Continue using Monitask