Adding Time to Tasks

Projects > All Projects > (selected project) > Tasks > (selected task) > Time Log

The Time Logs tab adds time to a task.

• Time log entries can be created with or without using a timer.
• Time entered on a task automatically updates the user's timesheet.
• If linked to an active contract, time entered on a task can:
  • Create billable events for Time & Materials contracts
  • Deduct prepaid hours for Retainer by Hours contracts
  • Deduct prepaid amounts for Retainer by Amount contracts.
  • Track but not bill time for Recurring Services contracts.
• These procedures are based on a standard Task .

Adding Time to a Task Without Using a Timer

1. Select the Projects > All Projects page.
2. Click an existing project.
3. Select the Tasks tab.
4. Click an existing task.
5. Click Add.
6. Click the Time Logs tab.
   • Date Started - The date this labor time started.
   • Start Time - The time this labor time started.
   • End Time - The time this labor time started.
   • Time Spent (hrs) - The duration of hours worked.
   • Role - The employee's role when performing the work. The role, and optionally the work time, determine the rate charged for billable hours.
   • Work Type - The type of work performed.
   • General Notes - Optionally enter a note for this labor time entry that will display on the invoice.
   • Internal Notes - Optionally enter a hidden not that will not display the invoice.
7. Click the Notifications tab.
   • Resourses
   • Email templates to use
   • Other emails
   • Click Save to save the time entry.
8. Click Save to save the Time Logs tab.
9. Click Save to save the task.
10. Click Save to save the project.

Adding Time to a Task Using a Timer

1. Select the Projects > All Projects page.
2. Click an existing project.
3. Select the Tasks tab.
4. Click an existing task.
5. Click the Time Logs tab.
6. Click Start Timer.
   • A new green row displays.
   • The Start Timer is replaced by a Stop Timer button.
   • You may close the ticket and return later.
7. Click Stop Timer. The Time Details tab displays. Enter the following:
   • Date Started - The date this labor time started.
   • Start Time - The time this labor time started.
   • End Time - The time this labor time started.
   • Time Spent (hrs) - The duration of hours worked.
   • Role - The role best describing the work performed. The role, and optionally the work time, determine the rate charged for billable hours.
   • Work Type - Another way of classifying the work performed.
   • General Notes - Optionally enter a note for this labor time entry that will display on the invoice.
   • Internal Notes - Optionally enter a hidden not that will not display the invoice.
8. Click the Notifications tab.
   • Resourses
   • Email templates to use
   • Other emails
   • Click Save to save the time entry. The green row no longer displays.
9. Click Save to save the Time Logs tab.
10. Click Save to save the task.
11. Click Save to save the project.