This article is for using the Timesheet feature on the On My Plate page.
If you want to add time to a task inside a project, go to this article.
To track time on the On My Plate Timesheet page, the following are the steps:
- Go to the On My Plate page.
- Click the Timesheet tab.
- Click the Add Time Item button. (See first image below.)
- In the popup, click the Add Project Task option. This will change the popup for adding a project time tracking line. (See second image below.)
- If the system found some tasks that you are assigned to for this week, there will be a checkbox to add those tasks. This is optional.
- Click in the search field to see a dropdown list of project you belong too. Or you can enter your project name and select the project.
- Once the project is added, then search for your task. The search field will displays all tasks in the project (or only your tasks if you're a Limited permission person). You can filter the search results to your own tasks by typing "my tasks" or "my task" in the search field. An advanced feature is to type my task with a colon and then your task label, such as "my tasks:[task label]".
- You can then keep the default "Billable" tag, remove it, or add other tags. If you see other tags in the dropdown, that's because you or someone else created tags for other tasks in your organization. Keeping everyone on the same page for using the same tag when possible will help with future reports.
- Once your tag is ready, click the green "Add" button and it will be added as a line item. You can then click in the cells to enter hours.
Comments
0 comments
Please sign in to leave a comment.