Tracking time or a timetracker on a case.
NOTE: Activate time tracking in Account Settings first. This can only be done by a firm administrator or someone with the Account Settings permission.
From the Time Tracking Tab of a case
Navigate to the Time Tracking Tab of the client's case.
Select Log Time.
Add in the date, time worked, or start time & end time, worker, and optional description. Time worked is in 6-minute increments.
Click Save.
The new time is now included in the Total Time box at the top of the page.
From the dark green drop-down menu next to case status.
Navigate to the case of the client you want to track time on.
Click the dark green drop-down to the right of the case status.
Select Log Time.
Add in the date, time worked, or start time & end time, worker, and optional description. Time worked is in 6-minute increments.
Click Save.
The new time is now included in the Total Time box at the top of the page.
From your keyboard
Select the 'L' letter on your keyboard as a shortcut to access the log time section.
From a Note
Click the letter "n" on your keyboard to open up the Add Note pop-up window.
Enter in your note.
Locate the Log Time section on the note and input the time worked. Time worked is in 6-minute increments.
Click Save.
From Completing Tasks with a Note
Locate the task, either on the Task Management Screen or from within the Tasks Tab of the case.
Click on the dropdown arrow in line with the task and select Complete with Note.
The Complete Task with Note pop-up window will appear. Input your note and Log the time worked on that task. Time worked is in 6-minute increments.
Click Save.