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Hi there, 

 

I am a Lead Producer at a Marketing Agency. We currently use Harvest to track teammates time on different Projects. I am currently building out a Notion for Project Management.


Currently, the flow of information is 
Projects > Deliverables > Tasks

In that, there are several projects, each of them have their own set of deliverables, and each deliverable has a set of tasks associated with it. 

I would like to automate a way, if possible, for someone to go into their Harvest account, track their time against a Deliverable they’re working on, and have that aggregate time populate into a “Actualized Hours” column of data associated with a Deliverable.

 

So, for example, let’s say I (Laura) am working on a Deliverable “Launch Packaging” and spend 1 hour today, 5 hours tomorrow, and 3 more on Monday working on that Deliverable. I’d track those 3 instances of time in Harvest, and then I or my Manager can go and see on Notion that overall I’ve spent 9 Actualized Hours working on Launch Packaging. 


Ideally it’s a two way street, to avoid manual input: If I enter a deliverable into Notion, it’ll populate as a line item to Harvest that I can track against, and once I track hours to that line item, it populates back to a field on Notion.

 

Am I asking too much here? Can anyone help? 

Hi ​@lauradambuleff,

 

Welcome to the Community.

Suppose you want to integrate Harvest and Notion to streamline time tracking and project management. With Zapier, you can automate this by triggering updates in Notion when time is logged in Harvest and creating tasks in Harvest when new deliverables are added in Notion. Both platforms should use consistent identifiers like project or deliverable names to ensure accurate syncing. While Zapier can facilitate data flow in both directions, achieving an accurate two-way sync may require extra logic or tools. Be mindful of Zapier's limitations, and test thoroughly to ensure reliable performance.

Feel free to ask if you need further assistance.


Hi there, ​@lauradambuleff 👋

Did Jammer’s reply help to point you in the right direction?

Want to make sure you’re all set, so please keep us posted on how it’s going! 🙂