Using the Daily Timesheet, find and fill gaps in your day, add time against all those client emails you sent, and relocate work to the right place.
Using this guide you can:
View all of your logged work and assigned Tasks in one location, making it easy to keep track of the work you have done and the work you need to do.
There are two ways to navigate to the Daily Timesheet.
To view the Daily Timesheet:
Your daily activities are represented in the graphs at the top of the Daily Timesheet.
There are two types of charting used, but together they paint a very helpful picture:
The histogram (light blue bars): See the volume of activity throughout the day, broken into 15 minute intervals. It includes any activity logged in Accelo or captured by email. Move your mouse over a column to see the count of activities in that 15m block.
Billable activities (green bars): Any activities which have billable time are plotted underneath the histogram. The length of each rectangle represents the duration. If you notice different shades of green, this indicates there are billable activities overlapping each other. Mouse-over a block to see the time spent.
Non-billable activities (orange): Just below the billable row, you will find non-billable blocks of time.
Use the tabs at the top left of the graph to switch to different days.
Below the graph, view a list of all the activities you have logged today, and the amount of time you have logged against them.
For a more compact “grouped” view high-level view of how your day was spent, such as which customers you’ve emailed, which projects you worked on, and which support tickets you chased up, select the Grouped button at the top of the list of Activities.
The “Grouped” view will bundle activities and emails by the parent object they are tied to. For example, if you logged several activities and emails across 3 Tasks within a Ticket, those activities will be grouped under that Ticket. Likewise for activities and emails under a sale, milestone, project or retainer period.
Simply click on the group to expand it, revealing the activities within. The activity cards here are identical to those in the Timeline view, so you can still update the billable time, activity class or subject with ease!
On the right, view a list of all Tasks assigned to you. Check the Overdue option to see the Tasks assigned to you which have exceeded their due date, or the Auto option to see any Tasks that currently have auto-scheduled time assigned.
You can also see future work by checking off the Future option, which will display any work that currently does not have a due date and has been Accepted by a user.
Add work or time to the activities you have logged, or work on any tasks assigned to you, all within your Daily Timesheet.
Edit the duration of an Activity you have logged by editing the time logged in the box on the right.
Under the drop-down arrow on the right, log more work, relocate the activity, view the activity to see details, or delete the activity.
After making changes, the graphs will update in real-time so you can easily review your day and fill-in the missing pieces.
Edit the Status of a Task by clicking on the current Status and selecting the new Status.
Log work against the Task by selecting the Log Work button.
Start a Timer against the Task by clicking the Timer button.