You can annotate a time entry - or a series of them - by using our annotation feature. Annotations allow you to add more "human" descriptions to the time entries that were captured by Chrometa. These descriptions can then be ported directly to your Timesheets, Invoices, and/or other Billing systems. Another advantage of annotations is that we can combine "like" annotations into one larger entry.
How to Annotate a Time Entry From the Summary
There are two ways to annotate time entries from the Summary- one at a time, or in bulk.
Annotating Individual Time Entries
Mouse over the entry itself (from the Time - Summary view), and you'll seen an Annotate button appear. Click this button to bring up the Add/Edit Annotation popup. Click Save to store your annotation.
When mousing over an individual time entry, you can click the Annotate button to add your own description.
This Add / Edit Annotation popup window will then appear. Enter your description and click Save.
I entered "Preparing notes for panel discussion" as the annotation. Here is what the annotated entry will look like.
Our new annotation will now appear at the front of the entry, with the details that were captured by Chrometa being moved afterwards and placed in parenthesis.
Had we annotated this entry from the Timesheet, rather than the Unbilled Time section, the original details would instead be moved underneath the annotation.
Annotating Time Entries in Bulk
Select the checkbox at the beginning of the time entry, or entries (on the left-side). Then click the Annotate button, located in the horizontal blue toolbar (just to the right of the Personal dropdown). This will also bring up the Add/Edit Description popup.
Annotate button - for annotating one or more time entries at once.
How to Annotate & Categorize; Timeline, Too
You can annotate time entries while you categorize them from the Summary or Timeline by checking the box to the left of the entry, selecting the Move To Project dropdown, and then selecting the appropriate project for categorization. Use the & Annotate button in the Move To Project dropdown located to the right of the Project you are categorizing the entries to, to annotate and categorize at the same time.
Multiple consecutive entries categorized to the same Project.
The "& Annotate" button (lower-right) will allow you to annotate entries as you categorize them.
You can annotate entries from the Timeline without categorizing them by checking the box to the left of the entry, clicking the blue Annotatebutton (with pen icon), and entering an annotation in the resulting popup.
Add / Edit Annotation popup window.
Annotations on Your Timesheet
As mentioned earlier, annotated entries on your Timesheet will combine all entries with "like" annotations that are assigned to the same Client and Project. From our example earlier, had we given our two time entries the same annotation and category, they would appear as Timesheet entries like this:
This annotated and categorized entry originally consisted of two unique, but obviously related, time entries.
We have a shortcut available for annotating all entries categorized to a given Project on a Timesheet. Click the Annotate Time mouseover button located just to the right of the Unannotated Time label.
Click the Annotate Time button to give all subsequent unannotated entries the same annotation.
How to Annotate Multiple Time Entries
Select the checkboxes at the beginning of the time entries you want to annotate. Then click the Annotate button to bring up the Add/Edit Descriptionpopup. Tip: You can select multiple consecutive entries using our Shift + Left-Click keyboard shortcut. To do this, left-click on the checkbox of the first entry you want to select. Then hold down Shift while you left-click on the final entry in your sequence. All entries in between will then be selected.
How to Modify or Remove Annotations
To modify an annotation, follow the same steps you used to create an annotation. Your new annotation will overwrite the old one. To remove an annotation, also follow these steps, and delete your previous annotation. After you click Save, your previous annotation will be removed, and you'll be back to your starting point (which will display the time entry info that Chrometa captured automatically).