Create and edit a time tracking entry

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

• Time entry directly from project task
• Time entry directly in the project
• Time entry starting from the global project view
• Time entry based on a calendar appointment read on » 

Time entry directly from project task

You have the option to create a time entry directly from a 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 from the Kanban Board for which you want to create a time entry.

3. In the opened task, you can see how much time you already booked for the task. To create a new time tracking entry, click on the button Track Time. It will directly create and open a time entry based on the task. All information from the task will be taken over, you only have to adjust the duration and you can change the title, description etc. if you want. More details can be found below under "Fill time entry with details".

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.

3. The new time entry, still without information, will now appear in the list. To edit it, click on the default name New Time Entry and proceed as described below.

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.
• Mode: You can choose between Start and Duration, End and Duration 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 (when linked to a project task). 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.
• Add a short description of your activity, e.g. a note for accounting, if necessary.
• In the Documents area, you can store related documents, if necessary.
• Group: In the Group field, you assign the entry to a cost group for accounting. You can manage the cost groups in the InLoox settings (administrator rights required).
• Task/Activity: You can assign the time tracking entry to a task or an activity from the project. If you want to assign the entry, the drop-down list for selecting the respective activity reflects the planning.
• Resource: In the top right corner you will see your profile picture and name. This means that you are entered as a resource. By default, the person who creates the time entry is entered as the resource. However, if another resource performed the activity, you can of course adjust this.
• Comments: The comment function is useful when e.g. a supervisor has further questions about a time tracking entry.

  

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

TIP It is useful to create time tracking entries immediately after completing a task. You change the start date and time manually so that both correspond to the actual processing time and then enter the time spent. Thus, the time tracking entry shows the actual amount of work with correct start date.

Time entry starting from the global project 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.

3. The new time entry, still without information, will now appear in the list.

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 "Fill the time entry with details".