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Record time

Time recording can be done in several ways. In this article we will show you the different possibilities around time tracking.

Overview

 

Record time

By pressing the “Record time” button in the top right corner

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After you click "Record time" in the top right corner, the following input mask appears:

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This window allows you to record times for a customer, for a customer with a project, for an internal project, or simply worked hours. All you need to do is enter values for the duration and the activity. The time can be entered in two different ways on the right side:

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You can either enter the duration directly or you can calculate it by entering the from/to time. In addition, you can enter time for several days at the same time by simply clicking the boxes above the relevant days of the week (you can record one entry per day).

Important note: Once you have decided to enter the time either as a duration or as a from/to entry and saved it, it can no longer be adjusted again in the future. Likewise, when you enter time using the from/to method, you may only enter a maximum of 24 hours per entry.

 

To enter time for the same activity faster in the future, you can create and save text modules for the description that you can select later. Predefined project presets can be used to determine the initial settings for the activity, status and billability fields.

 

Direct display in the week view

Once you have entered the first time, you can quickly and easily enter additional entries using the week view. This view is always displayed first by default when you bring up the window to enter time.

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Here you can filter by the desired employee, customer, and project in the desired week. The view is only for the selected employee. The table is structured as follows:

Wek Mon. - Sun. Total
❯ Customer Display of hours for this day per customer Total hours per customer
❯❯ Project Display of hours for this day per project Total hours per project
❯❯❯ Activity Ability to enter time Total hours per project and activity

 

To make a new time entry for an existing project, simply click the "plus symbol". You can perform this action directly for the customer or the corresponding project.

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During the activity, you have the option of making multiple entries or performing other actions directly from the three dots menu:

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You can edit the individual time entries directly in this overview. Here is a little tip. You don't have to wait until the new time entry has finished loading. Even if there is still a loading bar, you can easily create or edit additional time entries. Or you can move or duplicate them using drag & drop.

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List view

You can switch between the week view and the list view in the top right. The list view provides you with a better overview of all of the recorded time entries.

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Changing the status for several time entries

If you switch to the list view under "Projects" - "Time", you have the option to export the recorded time entries as Excel or PDF files or to adjust the status and billability for several entries.

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Settings

Project presets

Here you can specify presets for the standard activity, the standard status, the billability, the color, and the priority for each project. If you then create a new time entry for the corresponding project, the standard values will be immediately adopted and do not have to be filled in again.

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Managing text modules

Here you can create predefined text modules that you can select and insert when recording the time. You can edit or delete existing text modules or add new text modules.

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Profile

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Here you can define whether the weekly view or the list view should be set as the default standard view and what the standard color should be. You can also enable the display of tool tips. This means that if you hover the mouse over a certain field, you will see a tool tip explaining what kind of action you can take there.

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You can also specify in the profile whether the billability and status can be directly viewed and edited. Otherwise, these two options are not shown by default.

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Analysis

We explain everything related to the analysis in this article: Analysis


 

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