Team Timesheet

Team Timesheet Overview

Your Team Timesheet is automatically filled with categorized and uncategorized time from your team members (and the team admin). By default, time categorized to "Personal" entries does not show on the Team Timesheet.

The first tab, "By Project", groups time entries by project, then by day, then by team member and annotation (aka description). Each line follow this template:

Project Name - Date - Team Member - Annotation - Duration

For each project (aka matter), you also get the total time and revenue and options to export to Excel, Clio or create an Invoice. You can also create invoices in bulk for all projects listed in your view from the top menu.

When mousing over a specific line, a link appears "View Details", click on it and you'll see the detailed time entries for the specific annotation (they belong to the same project, date and team member as the current line and have the same annotation).

 

Team Timesheet for a Project

If you need the time/revenue for a specific project over a time period, you have two options:

From the Team Timesheet,

• select the date range (top of the screen - Week, Month or Custom)
• click on "Go"
• Scroll down to your project section

From the Clients/Projects page

• Select your project
• Mouse over the project line
• Click on "Project Time"
• Select a date range
• Click "Apply"
• A new tab will open with the Team Timesheet for that project only

Adding Annotations

From the Team Timesheet, you can change the annotation of any time entry:

• Click on the annotation (second column)
• Enter the new annotation
• Either hit the "Enter" key on your keyboard or the Check the "Ok" green mark on the popup

 

Adjusting Time

From the Team Timesheet, you can adjust (increase/decrease) the time for a specific line:

• Click on the duration (last column)
• Enter a new value (e.g. 8h 15m)
• Either hit the "Enter" key on your keyboard or the Check the "Ok" green mark on the popup

Moving Time Entries

As a team admin, you can also move uncategorized time entries to a specific project:

• Scroll down to the "Unassigned Client" section
• Click on the "Unassigned" text (third column)
• Select a project from the dropdown (filter by name if you have a long list of projects/clients)
• Check the "Ok" green mark on the popup
• Your line is now under the selected project