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Daily Timesheet

1. Select an Activity

An activity can be: a company, a project, a subproject or an absence.

To record your time, click the box labelled: record your time on...
A black menu will appear, just below.

The menu has 2 categories:
  • All companies and projects: lists all companies and projects active at that moment and for which you have the right to record time.
  • Absences: lists all absences defined in the Absences module (available in your Settings screen).

Search for an Activity

The quickest way to pick an activity is to start typing its name in the box.
Typing for instance: Vi will show only the activities that match these two letters:

You can use the up and down arrows from your keyboard, to go from one entry to the other.
If you press Enter the entry in orange will be selected.

You can use your mouse as well to select an entry.

Browse for an Activity

This is a tree list, like the folders you have on your computer.

If you click on a customer name, it then unfolds to show the projects and finally the subprojects:

2. Select a Task (if any)

If you have tasks defined in your settings, you will need to select one once you have selected the company or project.

You can pick the relevant entry with your mouse.
Or type few letters to match the name of a task.

Use the up and down arrows from your keyboard to go from one entry to the other.
Then press Enter to select the entry in orange.

3. Enter Time

Once you have selected your activity and task. You can record your time.
Depending on the Timesheet Settings of your account, the fields to do so can be different.

A Simple field to manually enter the duration of your work

A duration field with start and end time 

A duration field with a timer

A duration field with a timer and start and end time

Enter Duration Time Manually

In all cases, you can always use the duration field to manually enter the number of hours you spent on a project.

The field accepts different formats such as "3,5", "3.5"or "3:30" but once saved it will take the format defined in your Timesheet Settings.
For example, you can enter "3:30" and it will be converted to 3.5 if you decided to have such a standard format as default time format.

The time is automatically saved, as you type.

Pick a Start and End Time

Just click on the left field to select a start time for your record and on the right field for the end time.
When both fields are selected, the duration field will automatically be populated.

Updating the duration field afterwards will automatically update the end time field.

Start a Timer

If enabled in your Timesheet Settings, a timer will appear as a "Play" button in your timesheet.

A timer can only be launched on the today date.
You can launch several timers at the same time.

To launch the timer, just click on the Play button. Your screen should then look like this:

Click on the Stop button to stop the timer.

When you stop the timer, the duration will automatically adjust itself to the first "minimum quantity of time accepted" defined in your Timesheet SettingsFor example, if you have defined that the minimum is 15 minutes, if you stop a timer after 37 minutes, it will automatically be rounded to 45 minutes.

If you would like your timers to be more precise, you can set the minimum quantity of time to 1 minute for example or even 1 second.

If the start/end time fields are present in your screen, the timer will automatically fill them in with the current time at the start and stop.

4. Add a Comment

To add a comment to your record, just fill in the text box under the project/task you selected.

5. Add More Records

To add a new record on a day, just click on the +Add a row button present at the top of your screen.

6. Submit Hours

To submit your hours to your approver, just hit the "Send for approval" button at the top of the Timesheet module.
If you made a mistake, during a few seconds, you will have the possibility to undo the submission:

Once submitted, you will not be able to update your records anymore.
The Submitted status will appear as a "?" on the left of your records.

Approved, Rejected and Locked Hours

Rejected hours can be updated or deleted and the status will appear as a "Forbidden" icon.

Approved and Locked hours cannot be updated or deleted. The status will appear as a "Checked" or "Lock" icon.

7. Change or Delete an Existing Record

To change an existing record,go with your mouse over.
The fields will switch to edit mode automatically.

To delete an existing entry, click on the "X" in the top right corner of the record.

8. Copy

If days after days, your work is similar, you can save time clicking on the Copy button, then move to the next day and pasting the entries on that day.

9. Navigate

Depending on the space you leave to your Timesheet module in your screen, a navigation calendar will appear or not.

You can use the calendar to easily navigate from one day to another one or click on "Today" at the bottom of it to go back to the Today date.
If the calendar is not present in your screen, you can use the standard date selector and its arrows to change day.

10. Search for a row in your timesheet

If you have a lot of rows in your timesheet you can filter them using for example the project name in the search field placed next to the week days.

In this example, typing "jag" will filter the rows to only show the rows related to the customer Jaguar.
You can use the filter to search on customers, projects, sub-projects and tasks.