Setting up activities
Team members can track time against activities for deeper insights and reporting
With activities, your members are able to track time against them so you can generate useful reports for payroll, clients, job costing or work productivity.
Adding activities
You can create your first set of activities during the onboarding, or add them by going to Activities & Projects > Activities
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In the top right corner click New Activity.
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Add the name (used to clock in), code (for reporting later) and a description.
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Hit Save and you’re done! Your staff can now track time on this activity.
Assigning activities to groups of people
By default, everyone can track time on all activities. If you want to restrict your team members to specific tasks (for example sales people should only work on sales tasks), you can do that from the groups settings.
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Go to People > Select a group and it the pencil icon to assign activities to this groups.
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Hit Save.
All the team members in the group will only be able to track time on the activities that you’ve selected. Any other activities are hidden from selection when tracking time.
Tracking time against activities
Once you’ve set up different activities, your team members now have the option to select an activity when they clock in. If they switch to a new task they don’t have to clock out, they can simply clock In again on the new activity.
A typical workday could look something like this:
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8.45 AM: In – Product testing (I start work. My first job the day is product testing.)
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10.07 AM: In – User testing (I’m done with the first tests and I’m going to start with user testing.)
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12.29 PM: Start Break (It’s lunchtime!)
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1.17 PM: In – User testing (End break, back to work)
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3.30 PM: Start break (Sleepy! It’s coffee time!)
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4 PM: In – web development (End break, now I can start working on a new task)
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6.13 PM: Out (Done for today)
Note: you can always adjust the codes that you clock in with, in the Activity Settings
Viewing activities in timesheets and reports
Once your team members start to track time against activities, you will have more detailed information about their daily, weekly and monthly time spent.
There are two useful areas where you can view this information:
Activity breakdown from employees’ detailed daily timesheets
Go to Timesheets > Click on the team members’ day/time for more details. The timesheet looks like this on the web:
Tracked time reports
Allow you to report on activities, clients, and projects across the whole organisation. View the breakdown in three different pie charts.
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Go to Reports > Tracked Time Report
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Select the date filters
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Select if you want to group by Date, Member, Project, or Client
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Select your subgroup (Activity, Client, or Project)
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See the table breakdown change at the bottom.
For more information, read about setting up projects and clients.
