Entering Time - Autotask

Time entry is available in Standard plan.

TopLeft can create time entries for tickets and tasks shown on boards. To show the time entry dialog, click the ellipse menu of the appropriate ticket, then click Enter Time.

The time entry dialog is similar to the time entry form in Autotask. Complete the form as follows:

  • Work type: Select a work type for the time entry. If the ticket or task has a work type set, that work type displays by default.
  • Role: Select a role for the time entry. The menu only shows your assigned roles.
  • Date: Select the the date that the work was performed on.
  • Status: Change the ticket or task's status. This field is optional.
  • Start time: Set the start time. Start time can be entered in a variety of formats, such as 2pm, 2:00 pm, or 14:00.
  • End time: Set the end time. End time can be entered in a variety of formats, such as 2pm, 2:00 pm, or 14:00.
  • Hours worked: Enter the hours worked.
  • Billing offset: Add or subtract time from the total time to bill.
  • Summary notes: Enter a description of the work performed.
  • Internal notes: Enter any internal notes. This field is optional.
  • Notify contact - The notify contact option is available when a contact with an email address is associated with the ticket. Contact emails are sent from TopLeft and not from Autotask due to limitations in the Autotask APIs.

Creating time entries for project tasks has an additional field for setting the remaining hours available on a project task.

To create the time entry, click Save. When the time entry is created in Autotask, the dialog closes.

TopLeft doesn't edit or delete time entries. To change a time entry created in TopLeft, open the ticket or task in Autotask by clicking the title of the card where the time entry was created. Then find the recently created time entry in the Activity tab to edit or delete the time entry.

Time Entry Stopwatch

A stopwatch is available in the time entry dialog to help keep track of time spent while working on a ticket. See Using Time Entry Stopwatches for more information.

Further Reference

See the Autotask documentation for more information on time entries.



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