βοΈ Available on
Grow
and Scale
subscriptions. 1
What | Automate recurring
time reminders,
sent via email and within
Teamwork.com, reminding people on
your
site to track their
time. Or, send one-time
manual reminders to the few
people who need a... well,
reminder. |
Why |
|
Who |
|
When | If time
tracking is an
expected part of
your workflow and
users are
struggling to
remember to track
their time. If
just a few people
are
time-logging-escape
artists, use
manual reminders
instead. |
What | Automate recurring
time reminders,
sent via email and within
Teamwork.com, reminding people on
your
site to track their
time. Or, send one-time
manual reminders to the few
people who need a... well,
reminder. |
Why |
|
Who |
|
When | If
time tracking
is an expected
part of your
workflow and
users are
struggling to
remember to
track their
time. If just
a few people
are
time-logging-escape
artists, use
manual
reminders
instead. |
Before
you
start
- Automated time
reminders are sent based
on the recipient's time
zone
setting.
- Administrators can
opt out of automated time
reminders. They
can still receive
manual
reminders.
- Only users with working
hours set
will receive automated time
reminders.
- Collaborators and client users do not
receive time reminders.
Create an automated time
reminder
Create a daily or
weekly time reminder for your
site (aka for all standard
users).
- Click your profile icon in
Teamwork.com's main
navigation menu.
- Select Settings.
- Switch to the Time tab.
- Turn on the Send reminders toggle.
- Choose when the reminders should be
sent:
- Daily: Select Every
working
day from the
dropdown. Users only receive
daily
reminders on their
working
days (as set
in their profile
settings).
- Weekly: Select Weekly from
the
dropdown, then choose a day of the
week.
- Bi-weekly: Select Bi-weekly from the
dropdown, then choose a day of the
week.
- Monthly: Select First day of
the month or Last day of
the
month.
- Select a time. This is the time the
reminder will be sent to each person
in
their
local time (based on their
localization settings).
- Choose a capacity percentage. This determines who receives a notification based on their logged time vs their capacity percentage, so we don't send reminders to users that do not need reminding!Capacity percentage = 100 * (time logged / working hours).
- Exclude users or teams from receiving the reminder:
- Click the plus icon.
- Search for and click individual users or teams from the dropdown. The selected users (and users within selected teams) will not receive automated time reminders.π To remove people from the exclusions list, click their name in the dropdown.
Time
reminders (an email and a bell
notification in Teamwork.com) will be sent, at
the
chosen frequency, to people who meet
the set criteria. The
reminders include details on
how much time someone has
currently logged and how much
remaining time should be
logged to reach
capacity.
π‘ You can see when and
who last updated the automated time reminder β it's just underneath the time reminder panel.
Send a
manual time reminder
Send
individual manual time
reminders when someone needs
that extra
push.
π
Manual time
reminders
can be sent once every 24 hours.
- Click Time from Teamwork.com's
main
navigation.
- Select the Company
timesheet tab.
- Review listed users - check
users' logged time vs their
capacity to
narrow down someone who may need
reminding.
- Hover over the user you want to
remind.
- Click the bell icon.
A time
reminder is instantly sent to
that person via email and
Teamwork.com bell notification.
The reminder includes details
about the time currently
logged for the day and how
much remaining time can be
logged to reach capacity for
the
day.
View automated time
reminders
Standard
users can see (but not edit)
active time reminders from
their profile
preferences.
- Click your profile icon from
Teamwork.com's main
navigation.
- Click Edit my
details.
- Select the Preferences tab. View the reminder's send time and frequency setting.
π
Administrators and standard users with
the can manage time
reminders permission
can click Modify to
access
site settings
and edit the site's automated time
reminder.
Turn off
automated time reminders
π
Administrators and standard users with the can
manage time reminders permission can
turn off time
reminders for the entire
site (or just for
themselves).
Turn off
time automated reminders for all
standard
users
Click
your profile icon from
Teamwork.com's main
navigation.
- Select Settings.
- Click the Time tab.
- Turn off the Send reminders toggle.
Automated time reminders are
turned off
for all users on the site.
Personal opt
out
- Click your profile icon from
Teamwork.com's main
navigation.
- Click Edit my
details.
- Select the Preferences tab.
- Toggle off Receive the default time
reminder?
Automated reminders
are turned off for you β
you will no longer receive
the siteβs automated time
reminders. You will still
receive manual time
reminders if they are
issued to
you.
Best
practices
- Set
expectations: Tell users
what
expectations are
around time
tracking and let
them know that an
email will be sent
if they havenβt
tracked enough
time.
- Set
working
hours: Automated time
reminders are sent
based on capacity.
Calculate capacity
more accurately by
setting working
hours.
- Review
company
timesheets: Instead of
sending a default
reminder every
week, Project
Managers can
review company
timesheets to more
closely monitor
time tracking for
billing
purposes.
1.
Also
available on legacy subscriptions:
Premium, Enterprise.