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| What | Categorize time logs with
tags. |
| Why |
|
| Who |
|
| When | Any time your team is
tracking time, encourage them
to apply relevant tags. |
| What | Categorize time logs with
tags. |
| Why |
|
| Who |
|
| When | Any time your team is
tracking time, encourage them
to apply relevant tags. |
Before you
start
- Tags must be enabled by a site admin in site settings before you can apply tags to time logs.
- Add up to 8 tags to an
individual time entry. 8 tags is
a lot — try and stick to tags that
your team regularly leverages for
reporting or tracking
purposes.
Add tags when tracking
time
against a task
When manually tracking time against
a project or task, use the tag picker to tag
the time log.
- Click Jump to in Teamwork.com's
main navigation menu.
- Search for and select a project.
- Switch to the project's Table tab. We're focusing on Table view here, but the same steps apply if you're logging time from other areas like List view, the quick add menu, or timers.
- Scroll to the relevant task.
- Hover over the Logged time field in the task row, then click
the clock icon.
- Fill out the time log's details.
- Click Add time log tag.
- Select one or multiple tags from the tag picker. Use search to locate the tags you need.
- Click Log time.
Once you log the time,
the tags are visible in the time
log's description.
Add tags to existing
time logs
Tag existing time logs from
a
project's Time section.
- Click Jump to in Teamwork.com's
main navigation menu.
- Search for and select a project.
- Switch to the Time view from
the project's main navigation menu. The Time tab
might be hidden under the More... option.
- Scroll to the relevant time log.
- Click the tag icon in
the time
log's Description field.
Another option...
Tag existing time logs from My timesheet.
- Click Time in
Teamwork.com's main navigation
menu. Time might be
hidden under
the ...More option.
- Switch to the My
timesheet tab.
- Scroll to the relevant task (or
project) row.
- Click the arrow on the row's left to view the associated time logs.
- Scroll to the relevant time
log.
- Click + Add
tag to the time log's
right.
- Search for and select existing tags from the tag picker.
Use shortcodes to
add tags to
tracked time
Did you know?
You
can set tags using
short codes.
Simply type #tagname
or
#[multi-word tag name] in the
description
field when logging time or
editing an existing time
log.
View tags on tracked
time
Once you log time from any
source, the tags
appear in the time
log's description field (when viewing
a
project's Time section or in
the
site-level Time > All
time area.
Report on time using
tags
Use filters to refine the entries included
when viewing a project's Time section (or in the site-level Time > All time area.
- Navigate to the relevant Time area:
- Project: Click Jump
to in Teamwork.com's main
navigation menu, then search for and
select a project.
- All
time: Click Time in Teamwork.com's main navigation menu,
then select the All time tab.
- Click the filters button (
) in the view's
top right. - Scroll to the Tags option.
- Click Choose tags.
- Select one or multiple tags from the
dropdown.
- When multiple tags are selected, use the Match all checkbox to only show results using all selected tags. Untick to show results using any selected tag.
- Choose which tags to base the filter
on:
- Time logs with these tags (shows time
logs with the selected tags applied
directly to the time logs)
- Time logged on tasks with these tags
(shows time logs whose associated
tasks contain the selected tags)
The Time area
updates in real time as you select tags
and
refine your filter selection.
Best practices
- Organize: Create a series of tags
in line with how you want to categorize
and report on tracked time.
- Tell your team: Once the tags are
set up, tell your team which ones should
(or must) be used when tracking
time.
Elevate
- Reporting: Use filters in supported Time areas to refine your view and find the exact subset of tracked time you need, then export the results for easy sharing with key stakeholders.