A guide to time reporting

You can register time reports on all tasks that you create. This way, you can keep track of how much time you and your colleagues spend on different tasks. Time tracking can be done from a customer card, from the tasks screen itself or from [Time reports] in the menu.

Tap [Timesheets] in the menu, and then tap + New timesheet, which is the blue button on the right side of the page.

When creating a timesheet, the first step in the creation process is to link the timesheet to a task. Search for the task from the search field in the drop-down menu or scroll down to the task in question. This is a required field.

💡 Tip: Required fields must be filled in to create the timesheet.

Note how much time you have spent on the task in question. For example, you can enter 2 hours here, then you will see an option in a drop-down menu that you click on. This is a required field.

Next, select the date to which the time reporting belongs, in other words, the date on which you worked on this task. A calendar will then appear. Here you select the relevant date. You can scroll between both month and year in the calendar. This is also a required field.

The last field is Comment. This is a text box that allows you to add a comment to the time reporting. This is not a required field, this field can be filled in if needed. In this field you can note more specifically what you did, related to the task in question.

If you want an extra field with information in your timesheet, you can create a custom field. Custom fields can be useful if, for example, you want to add extra information but do not want it in a text box. This could be a note box or currency, for example. Press Save to create the time report. When you create a timesheet, it will automatically be added to the list of timesheets.

To record time from tasks, tap [Tasks] in the menu, and then tap the task you want to record time spent on.

Here you can choose to tap directly on the Hourglass or on the task itself.

💡 Tip: The fields marked with * are required to be filled in before saving.

You can also create a timesheet directly from a customer card. There are two ways to record time from the customer card. Tap on the relevant customer card that you want to record time on.

Option 1 is to tap on Tasks in the menu in the taskbar, then tap on the task you want to record time for. The same pop-up window will appear as when you register time via [Tasks] in the menu. You can then follow the steps described above in Create a time report from tasks.

Option 2 is to tap Time in the menu in the taskbar, then tap + New time report. The same pop-up window that you saw in creating time on [Time reporting] in the menu will appear. You can then follow the steps described above in Create a time report.