About
Time Tracking feature is only available on Professional and Enterprise plans. From the Time object on the left side menu in the CRM, Users can enter the time worked on any task using the Daily or Weekly timesheet and the system will track those time entries and roll them up to an aggregate number of hours: minutes. Once completed, timesheet can be submitted for approval.
In this Article
- Time Tracking Views
- How to Edit or Delete a Timesheet
- How to Submit or Withdraw a Timesheet
- How to Approve or Reject a Timesheet
- Time Tracking Reports
Time Tracking Views
Time Tracking is available on both a daily and weekly view, allowing users to track time across multiple projects or tasks.
Daily View
In the Daily View, users can add time by clicking the Add Time Entry button. This view provides timers, allowing users to start a timer when they begin work and stop it when finished. The time tracked is automatically added to the day the timer was started.
Only one timer can run at a time, so starting a new timer will stop the previous one, with the recorded hours applied to the relevant task. If a timer runs past midnight, it continues, and when stopped, all hours will be logged on the day it was initiated. In this case, a message will appear stating, “The timer is running on a day in the past.” Additionally, if a timer is started on a day other than the current day, a message will inform the user: “This is not today’s timesheet. Click the green button to start this timer today instead.”
Clicking directly on the timer button to start a timer on a day that is not the current day, results in the popup below. However, there can be multiple lines and entries for the same task on a time sheet including manual entries. Total time shows the aggregated value of manual entries and timed hours.
Weekly View
The Weekly View provides a consolidated display, showing a single row for each task with the total hours worked per day. Daily and task totals are displayed at the bottom and right, respectively. Clicking on a specific weekday at the top navigates to that day, with the selected day highlighted in blue and the current active textbox highlighted in yellow. By clicking the Add New Row button, users can add a new task for the week, allowing them to log hours for any of the 7 days.
How to Edit or Delete a Timesheet
Time or notes entered can be edited or deleted by the user until the timesheet is submitted.
Editing a time entry can be done by either clicking the Edit icon or selecting Change Entry Date from the three-dot menu next to the time entry.
If a timer is running, the hours field will be disabled, making it non-editable, but the Project, Task, and Notes fields remain editable. Hovering over the Hours textbox will display a tooltip saying, ‘Stop timer to edit.’
Additionally, clicking the Change Time Entry Date link next to the buttons allows users to change the date of the time entry.
To delete a time entry, select Delete Entry from the three-dot menu next to the time entry. The user must confirm the deletion on the ‘Are you sure...’ popup.
How to Submit or Withdraw a Timesheet
Timesheets can be submitted in the Daily or Weekly view by clicking the Submit button. Upon clicking, a modal will appear, allowing the user to add a note and either confirm or cancel the submission.
Only the user or an admin is authorized to submit the timesheet.
The Submit button is only be visible when the timesheet is in Open or Rejected status.
Once a timesheet is in Submitted or Approved status, it cannot be edited.
- Submitted timesheet can be withdrawn by the user by clicking the Withdraw submission button. Timesheet then reverts to edit mode and Open status.
How to Approve or Reject a Timesheet
Only an approver has the authority to approve or reject a timesheet.
The Approve or Reject buttons are only visible for submitted timesheets accessed through the "View All Time Reports" page.
Once a timesheet is approved, it can be withdrawn by clicking the Withdraw Approval button.
Time Tracking Reports
All time reports can be accessed via the right sidebar. Clicking "View All Time Reports" navigates to the main report page, displaying all reports and their statuses, with the default view set to Submitted Timesheets. From the list, users can select any submitted report for review or to take approval/rejection actions.
View Time Report: Displays the weekly view in a printable format, including any notes.
View All Time Reports: Navigates to the main time tracking report list view.
Recent Report Activity: Shows recent activity, with a limit of 4 items displayed.