Time Tracking

Is there a way to automatically log the amount of time spent on a job?

The Time Tracking feature allows you to manually log the time spent on the Tasks for a Contact or Job, but there is not a way to auto-log. To enable Time Tracking, follow the steps listed here.

With Time Tracking enabled, a new option labeled "Time Estimate" will appear when creating or editing a Task.

Time Tracking - Create Task

To enter time into this text field, use the time formatting in the example in the screenshot. (i.e. "3w 4d 12h 30m)

After the time has been added, Save your Task.

Once the estimated time is recorded, it will show in both the Dashboard and Tasks tab.

Logging Time

After you have included an estimated time for the Task, you can log time from the Task List on the Classic Dashboard, a Contact/Job's Tasks tab, and Calendar.

To log time in the Calendar:

  • Click on the Task
  • Click on the 3 dots in the upper right corner of the Task's information
  • Select "Log Time" from the drop-down menu.

Time Tracking - Log Time Calendar

To log time in either the Dashboard or Tasks tab:

  • Click on the 3 dots to the right of the Task
  • Select "Log Time" from the dropdown menu

Time Tracking - Log Time Task

Selecting Log Time pulls up the following window.

Time Tracking - Log Task Window

In the Log Time window, you can:

  1. Select the user who is working on the Task
  2. Log the time spent in the text field, use the shortcode in the example. For a logged time of 3 weeks, use 3w. For 4 days, use 4d, 12 hours, 12h, and 30 minutes, 30m.
  3. Change the start date of the logged time.
  4. Add a description for the logged time. This description will show up under the Activity tab of the Task.
    Time Tracking - Activity

After you have logged the time, the percentage of task completion will show:

  • within the information pane of the related record in the form of a pie graph. This is the percentage of the completed time you have logged vs the time you allotted to your Tasks when you estimated how much time it would take to complete.
  • under the Tasks tab in the form of a bar graph, reflecting the percentage of time completed for each particular Task. The graph will also show with the Task on the Classic Dashboard and will be logged in the Task's activity, which can be viewed when selecting "View" from the Task's 3-dot menu.

Time Tracking - Time Log