✔  Available on all subscriptions

What
Categorize time logs with tags.
Why
  • Make it easier to find specific time logs later.
  • Group tracked time with custom classifications using tags such as "Meeting," "Content Review," or "Year - Quarter."
  • Report on tracked time based on tag to better understand the kinds of work your team is spending time on.
Who
  • Standard users and client users with the project permission (on at least one project):
    • Log time (allows users to track time to the project and its tasks using any time tracking method)
When
Any time your team is tracking time, encourage them to apply relevant tags.
What
Categorize time logs with tags.
Why
  • Make it easier to find specific time logs later.
  • Group tracked time with custom classifications using tags such as "Meeting," "Content Review," or "Year - Quarter."
  • Report on tracked time based on tag to better understand the kinds of work your team is spending time on.
Who
  • Standard users and client users with the project permission (on at least one project):
    • Log time (allows users to track time to the project and its tasks using any time tracking method)
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 20 tags to an individual time entry. 20 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.

  1. Click Jump to in Teamwork.com's main navigation menu.
  2. Search for and select a project.
  3. 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.
  4. Scroll to the relevant task.
  5. Hover over the Logged time field in the task row, then click the clock icon. 
  6. Fill out the time log's details.
  7. Click Add time log tag.
  8. Select one or multiple tags from the tag picker. Use search to locate the tags you need.Image Placeholder

  9. Click Log time.

Once you log the time, the tags are visible in the time log's description.

Image Placeholder
 

Add tags to existing time logs

Tag existing time logs from a project's Time section.

  1. Click Jump to in Teamwork.com's main navigation menu.
  2. Search for and select a project.
  3. Switch to the Time view from the project's main navigation menu. The Time tab might be hidden under the More... option.
  4. Scroll to the relevant time log.
  5. Click the tag icon in the time log's Description field.
Image Placeholder
 

Another option...

Tag existing time logs from My timesheet.

  1. Click Time in Teamwork.com's main navigation menu. Time might be hidden under the ...More option.
  2. Switch to the My timesheet tab.
  3. Scroll to the relevant task (or project) row.
  4. Click the arrow on the row's left to view the associated time logs.

    Image Placeholder

  5. Scroll to the relevant time log.
  6. Click + Add tag to the time log's right.
  7. Search for and select existing tags from the tag picker.

    Image Placeholder
  


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.
 
Image Placeholder
 
 

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.

Image Placeholder
 

Report on time using tags

Use filters to refine the entries included when viewing a project's Time section (or in the site-level TimeAll time area.

  1. Navigate to the relevant Time area:
    1. Project: Click Jump to in Teamwork.com's main navigation menu, then search for and select a project.
    2. All time: Click Time in Teamwork.com's main navigation menu, then select the All time tab.
  2. Click the filters button (Image Placeholder) in the view's top right.
  3. Scroll to the Tags option.
  4. Click Choose tags.
  5. Select one or multiple tags from the dropdown. 
    1. 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.

      Image Placeholder
       
  6. Choose which tags to base the filter on:
    1. Time logs with these tags (shows time logs with the selected tags applied directly to the time logs)
    2. 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.