Default Time entry task
Learn how to configure automatic task assignment on a project when entering or tracking time.
less than a minute
In some lines of business, most time entries are typically linked to a single task within each project. By configuring a this task at the project level, users can skip selecting the task for the majority of their time entries.
When a default task is set, it is automatically populated in the task field whenever the project is selected in the timesheet or time tracking entries. This not only improves efficiency but also reduces the risk of errors and saves valuable time for users.
To set default time entry task on existing project
- Choose the 🔎 icon, enter Project list, and then choose the related link.
- Open the relevant project
- Open Project card from the action bar.
- Under Pemission section you can select Default Time entry task that you want to assign to the project.
To set default time entry task on a project template
- Choose the 🔎 icon, enter Project templates, and then choose the related link.
- Select the project template to which you want to assign a deafult task, and then choose the Edit action.
- Choose the Default Time entry task field, and then choose the task that you want to assign to the project template.