To view/edit all the available Timesheets click Projects > Timesheets, this will then give you the view shown below.
This will give you the option to select Timesheets for a specific user if you have access to other user’s data.
The Timesheets shows the client, the job that is being done for that client and the amount of time being spent on that particular job for the current week.
You can then move through different weeks using the arrow buttons at the top of the page.
As you can see below, there has been 5 hours of Bookkeeping work done for Selestial Ltd on the Monday of that week.
Add Tasks
To add more tasks to the timesheet click the Add Task button at the top of the page, this will then bring up the dialogue box shown below.
This dialogue box allows you to add a task to the timesheet for a specific client. In this example the client is “Selestial Ltd” and the task is “Reports”.
Once the Task and Client have been chosen, click save and that will add it to the timesheet for that week.
Make sure you also click save on the timesheet view otherwise the newly added tasks will not save.
Creating Tasks
To create a new task click Projects > Task Manager.
This dialogue box allows you to create a new task that can then be accessed in the timesheets.
Before creating a new task make sure the “Currently Defined Task” Drop down box says “-select a task-” and doesn’t have a task selected.
To create a new task you need to type the name of the task in the “Task Title”, then decide on an hourly rate for the task (rounded to the nearest fifteen minutes).
Next click save as new task and this will be added to the task list.