Release date: 27 May 2026
Version: 2.1.4
primaTime 2.1.4 brings personal task organization, custom views, and a stronger finance workflow into your hands.
This update introduces a personal To-Do List with custom sections, saved custom views in To-Do List and Backlog, a monthly timesheet for fast hour entry, a configurable billable rate priority order, sending invoices and billing reports directly from the app, and a host of smaller workflow improvements.
1. Tasks & Projects
📋 Personal To-Do List with Custom Sections
Your To-Do List is now your personal planning layer — separate from project workflows, and only visible to you.
How it works:
Every user starts with three default sections: Today's plan, This Week, and Do Later
Rename, reorder, add new sections, or delete the ones you don't use — at least one section must always exist
Drag tasks between sections to plan your week
Each new task assigned to you lands in your default section (initially This Week) — change which section is the default any time
Collapse or expand sections to focus, your layout is remembered across devices
Bulk-move tasks between sections from the bulk-edit toolbar
Managers see who a task is assigned to, but never see another user's personal section — it stays strictly yours
Why you'll love it: Project status answers "what state is this in?" Personal sections answer "when do I plan to work on this?" The two questions finally have separate, dedicated homes.
Where to find it: Sidebar → To-Do List
🔍 Custom Views in To-Do List & Backlog
Save the filters and sorting you set up — so the next time you open To-Do List or Backlog, your view is exactly how you left it.
How it works:
Set up your filters and sorting once, then save them as a named custom view
Your custom views are saved per user and follow you across devices
Switch between views instantly with one click
Why you'll love it: The minute spent re-applying the same filters every morning adds up. Custom views give that minute back.
Where to find it: To-Do List or Backlog → Filter bar → Save view
2. Clients
📑 Client Sub-pages — Invoices & Billing Statements
Two new tabs on every client — see all invoices and billing statements for that client without filtering global views.
How it works:
Invoices tab — number, date of issue, due date, payment status, price. Sorted by date of issue, newest first.
Billing statements tab — same columns and sorting
Create a new invoice or billing statement directly from inside a client — the client is pre-filled and the picker modal is skipped
Why you'll love it: Open a client, see their billing history. Create a fresh invoice or statement with one less step.
Where to find it: Any client → Invoices / Billing statements tabs
3. Time Tracking
⏱️ Monthly Timesheet View
A new timesheet view for users who think of their month as one continuous list — days as rows, projects as columns, hours typed directly in.
How it works:
Vertical layout — days 1 to 31 down the side, your projects across the top
Tab to navigate between cells — fly through Project A Day 1, Day 2, … Day 31, then jump to Project B
No page reloads between cells
Save to keep your entries, Submit to send the month for approval
Why you'll love it: For users coming from spreadsheets, this is the closest mapping in primaTime to your old workflow — without the spreadsheet's downsides.
Where to find it: Time tracking → Timesheet → Monthly view
📊 Group Time Records by Invoiced Status
A new grouping option in the Time Records report — split your time records into Not invoiced, Draft invoiced, and Invoiced at a glance.
How it works:
Group time records by their invoicing state
See clean totals per group for billable hours, costs, and revenue
Works alongside other groupings (project, client, label, user)
Why you'll love it: Before, you had to filter and run separate views to see "what's still not billed." Now it's one click.
Where to find it: Time Records report → Group by → Invoiced status
⏲️ Active Stopwatch — Tab Title Preview
When the stopwatch is running and you switch to another browser tab, your tab title now shows the live timer and the task name — so you always know what's being tracked.
How it works:
The browser tab shows the running time and the task name
A glance at your tab strip confirms you started the right timer
Why you'll love it: No more switching back to the primaTime tab just to check what you're tracking. The information is right there in your tab bar.
📅 Calendar Stopwatch Live Preview
When you start a stopwatch from the calendar, you now see a live, growing preview block on the calendar — so you can watch the time entry build in real time.
How it works:
A semi-transparent block grows down the calendar as the stopwatch runs
Refreshes every time you come back to the calendar page
Why you'll love it: The calendar is no longer a static plan — it's a live picture of where your day is going.
Where to find it: Calendar → start any stopwatch
4. Navigation & Links
⭐ Reorder Favorites
Your sidebar favorites can now be rearranged into the order that fits your day.
How it works:
Drag and drop any favorite in the sidebar to reorder it
The order is saved to your account and follows you across devices
Hover indicator and a left-side drag handle make the reorder obvious
Why you'll love it: Your most-used project at the top, the rest where you want them. No more scrolling past favorites you barely open.
Where to find it: Sidebar → Favorites → drag any item
🔗 Improved Project, Task & Client Links
Every project, task, and client now has its own clean, shareable URL based on its code.
How it works:
Tasks —
app.primatime.app/projects/tasks/{TASK_CODE}Projects —
app.primatime.app/project/{PROJECT_CODE}Clients —
app.primatime.app/clients/{CLIENT_CODE}Codes are unique within each entity type, so links never collide
Why you'll love it: Cleaner URLs when sharing tasks or projects in Slack, email, or external tools. Read the link and you already know what it is.
5. Finance & Invoicing
🔢 Configurable Billable Rate Priority
When more than one rate matches a time record, you decide which one wins.
How it works:
A new drag-and-drop priority list in Settings → Finance → Billable Rates
The default order — Task → Label → Project → Client → Team → User → Organization — still applies unless you change it
Drag entities to reorder; for example, move Client above Label if you want client-level rates to override activity-based label rates
A Reset to default button is always available
Changes apply immediately to new time records; existing records are not recalculated unless you trigger it explicitly
Why you'll love it: The old hardcoded order forced you to create composite "Client + Label" rates for every combination just to get the right number. Now you set the priority once and the right rate is picked automatically.
Where to find it: Settings → Finance → Billable Rates → Priority order
✉️ Send Invoices & Billing Reports Straight from the App
The classic primaTime 1.0 workflow is back — and better.
How it works:
From any invoice or billing report, click Send to open the send modal
Recipient — pick from the client's contacts, or add a new contact on the spot
Subject and Message — pre-filled from your Finance Settings templates, with smart placeholders for invoice number, due date, contact name, and your name
Send a copy to yourself — a single checkbox
Subject and message templates are fully editable in Settings → Finance — set them once, every send is ready to go
Why you'll love it: The reason most of you kept primaTime 1.0 open in another tab. The send experience is now native, with templates and contacts already plugged in.
Where to find it: Any invoice or billing report → Send
Invoices / Billing statements table
Invoices / Billing statements detail
Template settings
Email example
🪪 VAT ID Sync with Stripe
Enter your VAT ID once in primaTime — it's automatically sent to Stripe.
How it works:
Add or update your VAT ID in Workspace → General info
primaTime validates the VAT ID against Stripe's requirements; if it's not accepted, you see a clear error message before the sync
A valid VAT ID is propagated to Stripe automatically
Why you'll love it: One source of truth for your VAT ID — no copying between primaTime and Stripe, no risk of mismatched data on invoices.
Where to find it: Workspace settings → General info → VAT ID
💬 We'd love your feedback
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