Help & Support » Guides » User Guide » Activities & Tasks » Activities » Set Up & Customize Activities

Set Up & Customize Activities

Configure your Activities module to control how time entries are recorded in your timesheet, group your activities into classes for better reporting, and add custom locations for quickly scheduling meetings.

Using this guide, you can:

 

 

Setting up your Activity Timesheet Entries

Control how time entries are recorded in your timesheet in your Activities Settings.

To view your Activities Settings:

  1. Click on the Module button in the top left of any screen.

    accelo.BlueButton 
  2. Click the Configure button on the bottom of the drop down menu.

    accelo.Configuration2 
  3. Click on Activities & Emails on the left side of the page and select Settings.

    accelo.ConfigureActivitySettings
     

Timesheet Defaults

Timesheet defaults determine the standard template which is applied to timesheet entries.

accelo.TimesheetConfiguration 

  • Time Increment (min) - This increment is the amount of time which Accelo will suggest a user log for sending an email.

  • Work Log Subject - Timesheet entries made via the quick log method will use this template as its subject.

  • Work Log Body - Timesheet entries made via the quick log method will use this template as its body.
     

     

Timesheet Details:

Timesheet details determine how much detail is required when a user logs their time via the Timesheet.

Timesheet Entry Mode:

  • Quick Timesheet Entry (Classic) - Requires no extra detail when logging work via the timesheet.  Timesheet defaults are used as the time entry’s subject and body.

  • Detailed Timesheet Entry (Optional) - Allows users to optionally add their own details when logging time via the timesheet.

  • Detailed Timesheet entry (Required) - Requires users to add their own details when logging time via the timesheet.

  • Override Timesheet - Allows users to choose their own timesheet entry mode, overriding the default entry mode.

If you bill for your time (as opposed to fixed-fee billing), then Accelo recommends requiring details when using the Timesheet.

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