Configuring default time tracking for task categories

Tracking time can be an essential daily process to ensure that you are focusing on resource utilization. To help streamline your processes, you can configure the system so that it automatically sets the default time tracking category from the task category. The configuration occurs on the metadata of the Task Category lookup.

To configure default time tracking for task categories:

1. Go to System Admin  > Lookups.
   The Lookups list is displayed.
2. Filter the list for "task category."
   The Task Category entries are displayed.
3. Review the list, select an entry, and click Edit (if applicable).
   The Lookup Details form opens.
4. In the Action Center, click Open Metadata.
   The Task Category Metadata form opens.
5. In the Default Time Tracker Category list, select an appropriate entry.
6. Click Save.

Using default time tracking categories

When configured, the metadata allows the system to automatically set the category for any time tracking record by using the associated task category metadata in the following way.

To configure default time tracking for task categories:

1. From the user modules bar, click Tasks.
   The Task Manager list is displayed.
2. Click Add.
   The Workspace Selector list is displayed.
3. Choose a Workspace.
   The New Task form opens.
4. Select a Category.
   Note: Select a Category before you click Start Timer. Each time you start the time tracker, a new record is created. If you click Start Timer before you select a Category, the record is created with no associated category. Additionally, you cannot save the new task until a category has been selected. If you start the timer before you select a Category, then after you select a Category and Save, you must then start the timer again.
5. Complete the remaining necessary fields.
6. Click Save.
7. In the Action Center, click Start Timer.
   The timer begins for the newly created task.

To view the time tracker dashboard:

• From the user modules bar, click Time Tracker. You may need to click View > Time Tracker.
  The Time Tracker dashboard is displayed.