| Table of Contents |
|---|
Overview
Resources can check in and out of tasks to measure how long it took them to complete the task.
This functionality is flexible and can be activated for specific task types and resources only, if required.
Enabling Task check-in/out
This functionality requires activation on Task type and Resource levels.
Enable for the required Task type from: Administrator > Tables > Task types > magnifying glass of a Task type OR Enable task check-in/out column in the grid
...
Enable for the required Resource from: Manager > Rolodex tables > Resources > Magnifying glass >Enable task check-in/out (Reports by tasks timesheet)
...
For Resources
How to use
Once enabled, the following Check-in column will appear on “My tasks” page.
...
Click on the icon when starting work on a task to check - in.
The icon will change to Red to indicate you’e you're checked-in to theh the task
You can only check-in to 1 task at a time
...
.
...
Click on the button again after completing the task to check out of a task. The button will change back to its original green icon.
These steps can be repeated as necessaryfor the same task when working on the same task on separate occasions.
| Info |
|---|
Users can only be checked-in to 1 task at a time. |
Tasks timesheet
Viewing your tasks
Reported task times can be seen from My menu > Tasks timesheet.
...
Administrators can see all users in this page.
...
.
This page shows the registered start and end times registered (1), as well as the time invested (with “1” being one hour).
A line row is created each time a user marks a start and end time, so the same task can have multiple linesrows.
To approve a timesheet:
...
Select the month
...
(Requires permissions) Select the user
A user with the necessary permissions can see all task timesheets by selecting All.
...
| Info |
|---|
Administrators can see the Tasks timesheet of all users in this page. Non-admins require the following to be able to see other users' timesheets:
|
Approving your Tasks timesheet
Make sure the required month is selected.
If all is correct, click Approve timesheet“Approve timesheet”.
Editing reported times
Users can edit the start/end time of a task using the Edit icon.
...
A prompt will appear:.
...
After editing, click Save “Save & closeclose”.
...
The corrected times will be populated (1).
| Info |
|---|
This edit needs to be approved by a manager (2). |
...
For managers
Configuration
This functionality requires activation on Task type and Resource levels.
Enable it for the required Task type from: Administrator > Tables > Task types > magnifying glass of a Task type OR Enable task check-in/out column in the grid.
...
Enable for the required Resource from: Manager > Rolodex tables > Resources > Magnifying glass >Enable task check-in/out (Reports by tasks timesheet)
...
Monitoring the approval status of Tasks timesheets
The approval status of Tasks timesheets can be easily monitored from: Finance > Task timesheet approval status page
This is a monitoring page that enables viewing the approval status and info of all enabled resources with Task timesheet entries
Choose the month and resource and apply the filtering
Show the approval status of the task timesheet. Can also be approved via this page
Mark the Task timesheet as Processed by accounting
Send the user a reminder that they didn’t approve their timesheet
...
| Info |
|---|
This page only displays resources who completed tasks with reported times in the selected month. |
Sending reminders for resources to approve their Tasks timesheet
Reminders to approve Task timesheets can be sent via the Task timesheet approval status page and can sent to either individually or all users on the current page:
...
Approving or rejecting Resources' edits by managers
Users with the necessary permissions can see and approve edits requested by users from .
From: My menu > Tasks timesheet.
...
Select the right month and resource (1) and click Apply“Apply”.
Click on the Edit “Edit” icon (2) of the report pending approval.
...
The manager can edit, approve or decline the correction, as well as add a remark.
...
Approving edits
...
Once approved, the Info icon will change to green (1) and the start/end time and Time invested columns (2) will be updated.
The corrected check in/out time columns will also be cleared.
...
Rejecting edits
...
If the request is rejected, the Info icon will change to blue (1) and the corrected check-in/out times (2) will be cleared.
Task timesheet approval status
From Finance > Task timesheet approval status, all existing Task timesheets and their current status.
...
Choose the month and resource and apply the filtering
Show the approval status of the task timesheet. Can also be approved via this page
Mark the Task timesheet as Processed by accounting
Send the user a reminder that they didn’t approve their timesheet
The resource will receive an email letting them know that their edit was rejected.
...