Create and edit a time tracking entry


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In general, you have different options for creating a new time entry:

To find out what specific information you can edit in the time entry, see Details for the time entry

  

Time entry directly from a project task

You have the option of creating a time entry directly from a task:

  • With the stopwatch
  • Via quick entry
  • Via the entry of a calendar entry (only with O365/M365 connection – see help article Calendar and contact synchronization between M365 and InLoox)

In the side panel of the task in the Time Tracking area, you can record the working time for this task.

1. Click on Projects in the menu on the left and then open an existing project.

2. Click on the Tasks tab in the project and select the task for which you want to create a time entry.

3. In the open task, you can see how much time you have already booked for the task. To create a new time entry for the task, click:

  • the start button to start the stopwatch. Once you have finished the task, click the check mark to post the recorded time from the stopwatch.
  • on Quick Track to track, for example, 15 minutes or 2 hours.
  • on Calendar to record an appointment, that is the duration of the appointment, as working time in connection with this task.

A time entry linked to this task is created and opened directly. All information from the task is transferred. If you wish, you can change the title, description, duration, etc.

For more information, see Details for the time entry.

Create time entry in the project task

  

Time entry directly in the project

1. Click Projects in the left menu and then open an existing project.

2. Click on the Time tab in the project and then on the blue button New Time Entry.

Button for new time entry in project

3. Then add relevant Details for the time entry.

4. Alternatively, you can also copy and paste an existing entry. Select the entry to be copied, click on the purple copy icon and then on the purple paste icon Copy/Paste Icons. This function has been available since InLoox 11.14 (September 2024).

Link a time entry to a project task

When creating or editing a time entry, you can select a related task. The picker is designed to help you find the right task quickly—especially your open tasks.

  1. Create a new time entry or open an existing one and make sure it is assigned to the right project.
  2. Click into the task picker. If you do not see any tasks, activate Show tasks from others, to show tasks not assigned to you.
  3. The tasks are grouped by Open and Done. 
  4. Select a task and that's it.

Time entry starting from the global time tracking view

1. Start in the global time tracking entry view by clicking Time in the menu on the left.

2. At the top of the bar, first select a project for which you want to create a time entry and then click the blue button New Time Entry. Add relevant details such as a description, the actual time spent etc.

Button for a new time entry

3. If you need to, link the time entry to a project task. Click into the task picker. If you do not see any tasks, activate Show tasks from others, to show tasks not assigned to you.

4. The tasks are grouped by Open and Done

5. Select a task and that's it.

TIP To find your new time entry in the list as quickly as possible, sort the start date so that the most recent entries are at the top (by clicking on Start date). To edit the time entry, click on the default name New Time Entry and proceed as described in Details for the time entry.

 

Fill the time entry with details

Once you have created a time entry, you need to fill it with details. To open and edit it, click on the created time entry with the default name New Time Entry and follow the further steps:

  • Time entry name: Define (at the top) a new name for the activity.
  • Time entry dates (mode): You have the choice between the modes Start and duration, Duration and end or Start and end. Fill in the parameters accordingly. The effort in days, hours and minutes corresponds to the time you have spent working on a project or completing a task (if linked to a project task). You can change the unit of effort by clicking on “Hours”. NOTE The start date and time automatically correspond to the creation date and time of the time entry, respectively. By default, you can post effort retroactively for up to 30 days from the creation date. To do this, you need the authorization Allow backdating in time recording.
  • Description: If necessary, add a short description of your activity, e.g. a note for the accounting department. Documents: Here you can add related documents or links to documents.
  • Linked Items: You can connect the time entry with furhter relevant items from the current or other projects in InLoox – such as documents, other time entries, mind map nodes, budgets, or planning elements. The links are bidirectional, allowing you to jump directly to the connected content at any time.
  • Belongs to: You can assign the time tracking entry to another project, an activity or a task. You can also create a new project task by simply typing the task's name into the task field.
  • Billing: In the Group field, you assign the entry to a cost group for billing. You can manage the cost groups in the InLoox settings (administrator rights required). If the time entry can be billed, check the Billable box.
  • Custom fields: Custom fields can be managed in the InLoox settings > Custom fields.
  • Resource (Performed by): At the top right you will see your profile picture and your name. This means that you are entered as a resource. By default, the person who creates the time entry is entered as a resource. However, if another resource has carried out the activity, you can of course adjust this.
  • Comments: The comments function is useful if, for example, there are queries from superiors about the time entry.

After you have added all relevant information, close the editing window. Your entries have already been saved automatically.