Time tracking calendar
4 minute read
The dynamic calendar view that transforms time tracking, allowing users to manage, create, and distinguish tasks with drag-and-drop functionality. It is also possible to create time entries from calendar bookings in Outlook, and Teams calls.
To create time tracking
- Choose 🔎 icon, enter Time tracking calendar, and then choose the related link.
- Double click on a empty cell or right-click on the empty cell and then choose option Insert from the menu.
- Update the Time tracking card with any modifications that may be needed.
- Click OK button.
Within the calendar view, you can adjust the duration of your detailed time tracking entries. Resize with ease, extending or shortening your tasks to better align with your dynamic schedule. Running entries are clearly distinguished with a red shadow, reducing confusion during manipulation.
For users requiring precise adjustments, the Time scale settings can help. This setting empowers to expand or decrease time periods by increments smaller or bigger than the default, allowing for meticulous control over your schedule.
Outlook Appointment and Teams calls integration
The time tracking calendar has one integrated column for Outlook appointments and one for Teams calls. Yoy enable them in the action menu click show/hide Outlook calendar or show/hide Teams calls. This addition provides a clear overview of both tracked time entries, Outlook events and Teams meetings side by side, making it easier to align tasks and meetings.
To create time tracking entry of Outlook appointments or Teams calls
- Choose 🔎 icon, enter Time tracking calendar, and then choose the related link.
- In the action menu click Show/Hide Outlook Calendar or Show/Hide Teams Calls.
- Click the ‘plus’ icon located in the lower-right corner of the desired Outlook appointment to create a corresponding time tracking entry.
- Alternatively, right-click on the appointment and select Create Time Tracking from the context menu.
Outlook appointments cannot be modified directly within the time tracking calendar. To make changes, open the appointment in Outlook by double-clicking on it. If you make any changes to the appointment in Outlook, simply click refresh in the calendar to load the updated information into the time tracking calendar.
Complete time sheet with Copilot
- Choose 🔎 icon, enter Time tracking calendar, and then choose the related link.
- Click on the Copilot icon and select Complete time sheet
Time Entries in the date header
Within the calendar interface, untracked time entries originating from the timesheet are visibly organized under the corresponding date header. These entries lack associated time tracking entries and therefore have no start and end time. Users can change this by drag-and-drop functionality to position them precisely within the desired timeframe. Upon relocation, the system seamlessly generates a time tracking entry for the specific time segment. Consequently, users can effectively commence tracking time for these entries.
Create/Update Time entries
Additionally, you can create and update time entries in the timesheet directly from the calendar, just as you would in the time tracking entries page. More about it read here.
Create Time Entry Indicators
In the right bottom corner you can see color indicators. Three colors are possible to have: green, yellow and white. The system uses color-coded indicators to reflect the status of time entries: Green 🟢 indicates that a time entry is connected to the time tracking entry and all fields (Date, Project, Task, Work Type, Customer) are matched and updated; Yellow 🟡 indicates that a time entry is connected but there are discrepancies between the fields; and Empty 🔘 indicates that there is no time entry connected to the time tracking entry.
Time tracking totals
When looking at a period of time tracking it can be hard to see what all the entries sum up to and how that aligns with the expected working time.
The Time tracking totals factbox shows summary information about the period in view:
- Total tracked - the total time tracked for the period.
- Total tracked (rounded) - the total time tracked for the period rounded according to the rounding rules.
- Tracked on Time entry - the total time tracked for the period for entries connected to a time entry on the timesheet.
- Tracked not on Time entry - the total time tracked for the period for entries not connected to a time entry on the timesheet.
- Time entries - the total quantity on time entries for the period, including timesheet entries created manually.
- Norm time - the number of hours of expected work for the period.