Step 1: Create your account
Go to app.beebole.com/signup, and fill in your name, work email, and company name — or sign up with Google or Microsoft. Beebole is passwordless: instead of setting a password, you’ll confirm your email with a one-time code each time you sign in. A short welcome questionnaire follows, then you’re in.
The Beebole sign-up form
Your 30-day free trial includes every Beebole feature, with no seat limit and no credit card required.
Step 2: Create your first project
Projects are what your team logs time against. Projects live inside categories — your new Beebole account already includes three: Client, Internal, and Activity — and each category comes with some sample projects so you can see the structure in action.Creating a project in Beebole
1
Go to Projects
Click Projects in the sidebar.
2
Pick a category
Use the category selector next to the Projects title to choose where the project belongs. For example, Client for client work or Internal for everything else. You can rename or delete the existing categories, and add a new one by typing its name in the field at the bottom of the selector menu and clicking Add.
3
Add the project
Once you have chosen a category, click the + Add button at the top of the page. Its label names the open category, for example, Add Client.
4
Name the project and confirm
Type the project name in the field that appears and click the Save new button, for example Save new client. The project is immediately available for time tracking.
The add panel of the Client category, with the Or add multiple entries area below
Need to add several projects at once? Beebole supports bulk entry across projects, people, tasks, and more: open the add panel, look for the Or add multiple entries area, copy rows from a spreadsheet, and click Paste. Beebole reads each row and lets you confirm before saving.
Step 3: Invite your team
Each team member gets their own profile and logs their own hours. Your account comes with four ready-made roles that control what each person can see and do in Beebole: Admin, Employee, People manager, and Project manager.Adding a person in Beebole
1
Go to People
Click People in the sidebar.
2
Add a team member
Click the + Add Person button at the top of the screen, then enter the person’s Name, Email, and Role. Employee is the right starting point for most team members.
3
Confirm
Click Add Person. The profile now exists in your account. You may want to configure a person’s settings before inviting them to the platform.
4
Invite them
Open the person’s profile and click the Invite by email button. Beebole emails them a secure link, and the profile shows Invitation pending until they join.
The Add person panel: name, email and role, with the Or add multiple entries area below
Adding a person and inviting them are two separate actions in Beebole. A profile exists as soon as you add it, but the person can’t sign in until you send the invitation.
Step 4: Track your first hours
This is where Beebole delivers its core value. Logging a first entry confirms your setup works and gives you data to report on.1
Open your timesheet
Click Timesheet in the sidebar. Your account already has some example hours logged, so you can see what a filled timesheet looks like. You can change or delete these time entries.
2
Add a row
Click the + button (Add a row) in the top row of the project category section you want to add time for. Then, choose a project from the Select a project menu. By default, new accounts are configured to track time first on a Client, then an Activity.
3
Log your time
Type the time you worked in the cell for the relevant day — or click the timer button on the row (Start timer) to record time as you work. Beebole saves each entry automatically.
4
Add details to a time entry
Hover over a time entry and click ⓘ to add more information, such as start and end times, comments, custom fields, work from home, or mark hours as non-billable.
The Add a row button in a section's header
Step 5: Run your first report
With a project and at least one time entry in place, you can turn raw hours into insights. The first time you open the Reports section, Beebole shows sample folders with a few ready-made reports inside.1
Open Reports
Click Reports in the sidebar. Your report folders appear on the left.
2
Run a sample report
Click through to discover default reports like Hours by Person or Margin by Client per Month. Beebole runs the report and displays the results.
3
Refine and share
Click to view the report as a Table, Chart, or Matrix. You can adjust each format to fit your needs. Open the report’s ⋯ action menu to change the date range with Period, download the results with Export, or narrow them down with Filter.
The Current Month folder with the Hours by Person report run as a table
Step 6: Adjust the basics
Beebole’s account-wide configuration lives in the Settings area: click the button with your initials at the bottom of the sidebar, then Account Settings. The Settings menu on the left lists the other settings screens. The defaults work out of the box, but these are worth a first look:Before you continue: a note on tags
Before you start assigning settings across your projects, people, and tasks, it’s worth taking a moment to plan your tags. Tags are Beebole’s cross-cutting labels. Unlike projects or people, which live in their own sections, tags let you group and compare across entities in any way that matters to your business. Once applied, they become filters and dimensions in every report. Your account starts with one tag category, Department. To add your own, click Tags in the sidebar, open the category menu next to the Tags: heading, type a name in the field at the bottom, and click Add. A few minutes spent deciding which tag categories reflect how your business actually measures work will pay off every time you open a report or apply new settings. See Tags for the full reference.What’s next?
You’ve completed the essential setup. Here’s where to go depending on what matters most for your team:Related content
Key Concepts
Understand Beebole’s core building blocks and how they relate to each other.
Timesheets
Entering time, duration modes, the timer, and timesheet options in depth.
People
Adding team members, sending invitations, and configuring profiles.
Projects
The project hierarchy, project settings, and rates per project.
Frequently asked questions
Can I add multiple people at once instead of one by one?
Can I add multiple people at once instead of one by one?
Yes. Click People in the sidebar, click the + Add Person button, and use the Or add multiple entries area of the panel. Copy rows from a spreadsheet (one person per line, with the name, then a tab, then the email), click Paste, pick one role for the whole batch in Choose a role, and confirm with Import entries. Beebole creates all the profiles in one pass, and you can then invite them together from the People list. See Adding several people at once.
Can I import my existing data into Beebole?
Can I import my existing data into Beebole?
Yes, in different ways depending on the data. People, projects, tags, and tasks can be pasted from a spreadsheet: open their add panel, use the Or add multiple entries area, click Paste, and confirm with Import entries. Time entries can’t be imported from a file in the timesheet; load them through the MCP server or the API, as described in Importing time entries in bulk. If you come from the legacy Beebole platform, Beebole’s support team migrates your account for you, see Legacy migration. Integrations also bring in projects and work items from Asana, Linear, and monday.com, and employees and their time off from BambooHR.
What's the difference between a project and a category?
What's the difference between a project and a category?
A category is the top-level grouping on Beebole’s Projects page — new accounts start with Client, Internal, and Activity. Projects sit inside a category and represent the work being tracked, and each project can hold subprojects at any depth. Use whichever depth makes sense for your team.
Will my team members see each other's time entries?
Will my team members see each other's time entries?
Not with the default roles. In a new Beebole account, the Employee role sees only the person’s own time entries. The People manager role also sees the entries of the people they manage, the Project manager role sees the time logged on the projects they manage, and the Admin role sees the whole account. You can adjust or extend these roles under Settings > Person Roles.
Is there a limit to how many projects or people I can add during the trial?
Is there a limit to how many projects or people I can add during the trial?
No. Beebole’s 30-day free trial includes every feature with no seat limit, so you can add as many projects and people as you need to evaluate it properly. Contact support@beebole.com if you have any questions about the trial.