Set clear capture expectations
Review screenshots alongside tracked time and assigned tasks to understand work activity and verify that recorded time aligns with completed work.
Monitoring control
Screenshot Monitoring with Clear Controls
Use screenshot context within a defined work-review process. Explain capture expectations, access and retention before enabling monitoring.
Set clear capture expectations
Review screenshots alongside the work
Use visual context alongside tasks, recorded time and a direct conversation. A screenshot should help clarify a question rather than replace a review of outcomes.
Define access and retention
Document who may view screenshots and how long they are retained. Review the current plan and monitoring policy before rollout.
Balance Work Visibility with Privacy
Use screenshot monitoring to review work activity and verify tracked time while respecting client preferences. Establish clear screenshot permissions, privacy settings, and review guidelines to ensure monitoring aligns with agreed expectations.
Learn more about how data is handled in our privacy policy and the measures described in our security center.
Who it supports
For teams that need visual context around a defined work question.
Screenshot monitoring belongs in a documented review process where people understand when capture is active, who can access it, and how the resulting context will be used.
Managers
Review visual context beside the task and time record instead of treating an image as a performance score.
Contributors
Understand capture expectations and the path for explaining what a session shows.
Workspace owners
Set the purpose, access, retention, and review boundaries before enabling capture.
Where it fits
Use screenshots to verify work activity
Screenshots provide visual context for tracked work sessions, helping teams review activity and verify time entries against assigned tasks. Configure screenshot capture and privacy settings according to client preferences and permissions to maintain transparency and protect sensitive information.
Monitoring context
Visual context with boundaries
Use screenshots to answer a defined work-review question, with capture expectations, access, and the review path explained in advance.
Plan-Based Screenshot Storage
Screenshot storage and retention depend on the selected plan and its included limits.
Follow Client Preferences
Freelancers can configure screenshot preferences according to the settings and permissions provided by the client.
Customize Settings in the App
If the client grants permission for custom settings, freelancers can update screenshot preferences directly from the app.
Related features
Explore the related feature pages for the next steps in this workflow.
Explore Track Pilot AI for your workflow
Review the features and current plans, or contact the team with a specific requirement.