NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm

Customizing Workflow: Adding and editing Time Tracker Categories

Owned by Tony Hayes
Last updated: Jun 03, 2019 by Diane Hogan (Deactivated)
1 min read

Tracking Time can be a very important part of your business acumen, but tracking the time is only part of it.  You also need to make sure that tracked time is allocated appropriately.  This can be accomplished by configuring Time Tracking categories to match your business needs.  The following article provides details on how to configure Time tracking in your ClientSpace installation.


To configure Time Tracking categories in your environment perform the following steps:

  1. First, check to be sure that all the appropriate Category Groups have been configured for your environment. Go to System Administration  > Lookups.
    The Lookups list is displayed.
  2. Filter for the Group Time Tracker Category.
  3. Review this lookup and If required, add any additional time tracker groups you need.
  4. Go to System Administration  > Advanced > Time Tracker Categories.
  5. To add a category, click Add.
    The Time Tracker Categories Details form opens.
  6. Provide a Category Name and select an appropriate Category Group.
  7. Click Save and continue until all Time Tracker Categories have been configured.
  8. Verify your new categories by adding a time tracker record and reviewing the Time Tracker Categories list.


  


NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm