Help pages, tutorials and tips about how to get the most out of todo.vu.
Time Tracking – Logging Time
One of the key features of todo.vu is the time tracker. Tracking the amount of time staff spend on tasks allows you seamlessly compile billing reports for your clients, as well as monitor the productivity of your team. This is done on the todo.vu platform through time entries, which are recorded against tasks. It is simple to capture this data, either manually or through our user-friendly timer.
There are a few ways in which you can record time.
- Adding time via the coloured Workspace bar
- Adding time manually to a task
- Using timer in a task
- Adding time manually to the time agenda
It is worth noting that you can add multiple time entries to a task. Multiple staff can add time entries to the same task. And one single user can add multiple simultaneous time entries to one or more tasks.
Adding time via the coloured Workspace bar
The timer can be accessed from coloured Workspace bar, which is found along the top of the page. This bar is accessible from any page in the todo.vu Workspace.
Starting the timer
Simply select Start Timer and a drop-down will appear to ask which task you would like the time recorded against. You can select an existing task from the drop-down or you can easily add a new task from here.
If you wish to select the task later, you can simply click on Decide later.
Note – If you select Decide later, you will be requested to enter this information again when you stop the timer.
Stopping the timer
When you are ready to stop the timer, you can do a quick stop or you can go into further options through the drop-down button.
Clicking the Stop button is the quickest option to stop your timer and log your time.
If you did not select an existing task or add a new one to log this time to when you started the timer, you will have to input this information now.
As well as being used to stop the timer and add information. This dropdown also gives you the ability to make changes to the timer whilst it is still running. Once you click on the drop-down it will open up four options:
- Stop timer and log time – Similar to the quick stop, this will simply stop the timer and record the time automatically against the selected task.
- Go to task and edit timer – This option is helpful if you wish to add notes to the time entry. For example, you may wish to note what work was done in this time entry or any other notes that will help you or your team when referring back to this time entry.
- Change task you’re working on – Selecting this option will reopen the drop-down of tasks. Here you can select a different existing task or create a new one and change where this time entry is logged.
- Discard timer – Be careful with this option as it will completely delete the time entry. If you do this by mistake don’t worry, you can simply enter the time manually.
Note – If you use the timer from the coloured Workspace bar while you are inside a task page it will automatically suggest you start it against the task you have open.
Adding time manually to a task
Time can be added manually from inside the task page. On the right-hand side of the page, you will see a drawer for Time with the option to Log time. Clicking on Log time will open the drawer.
Note – When opening this drawer, you will automatically be in the Log time manually section.
From here you can use the time disks which allow you to quickly choose common times of 15min, 30min, 45 min or 1 hr. Alternatively, you can use the – or + signs to input the specific time you wish to record.
Note – The disks will vary depending on the minimum time increment that you have chosen. If you choose a 1min or 5min increment then you get a 5min disk in addition to the 15, 30, 45, 60 disks. See Time and billing setting for more information on setting time increments.
Calendar for adding time to previous days
In your drawer, under Your timeline, you can click on the calendar icon which will open up your calendar. The calendar allows you to quickly change the date and enter time for previous days.
Once you have selected the time you wish to record, you can select the Log time button and it will be recorded against your task.
Additional Drawer features
You will notice that the draw has a few other options.
- Use timer – Selecting this button will bring up the timer, which you can use to record your time. More details in the next section.
- Add a note – Here you can add notes to the time entry. This does not have to be done before time is logged. You can go into the time entries at any time and add a note.
- Set time budget – We will go over this in more detail at the end of the page.
Admin only features
Admin users have advanced features for manual time entry. They are able to add time as a different user and are able to set the billing rate when logging time.
Add time as a different user – Clicking on the user avatar will allow you to select other users you wish to log time as.
Changing billing rate – Clicking on the 3-dot menu to the right, next to the time disks, will open a box with No charge, Change billing rate and Non-billable. Selecting Change billing rate allows you to easily set the billing rate at the time of logging the task.
Using timer in a task
As we have seen in our Drawer. There is an option to use the timer from within the task through the Drawer.
Once you select Start timer it will begin to record your time. This will be reflected in the drawer on the task page and also along the coloured Workspace bar.
To stop the timer, you can use the coloured Workspace bar, exactly as we have above. Or you can stop the timer from the drawer by selecting Stop timer and log time.
Once you have stopped the timer, you will see the option along the top to review the time entry. This will take you to the drawer where you can review the time, add notes or delete the entry.
Adding time manually to the Time agenda
The time agenda is the section of your workspace where you can see a daily view of the time logged by you and your team. You can use the calendar to the left to quickly select the days you wish to view. All staff will be able to view this section to allow transparency across the Workspace. New time entries can be added on any day.
You access this page by selecting the Time button on the left sidebar. This will open up to the Time agenda page.
Below existing time entries, you will see an option to Add a new time entry. Selecting this will bring up the dropdown of your tasks, as well as the option to create a new task.
Once you select the task you wish to record time against, a record will be created. You will need to use the time bar on the left to manually adjust the time you wish to log.
Once your time has been recorded you can add a note or select the three dots in the right corner of the entry to bring up further options. Admin users will have options to Change billing rate or mark as Non-billable. All users will have the option to delete the entry from here.
Note – From the Time agenda page, you will not only be able to see logged time but also timers that are currently running.
Time budget feature
You will have noticed the time budget feature when logging time manually from the drawer in the task page. This feature allows you to set a specific amount of time you wish to allocate to a task. Many consultants will quote a price based on the amount of time they think the task will take. This helps you to monitor or record how long you want to spend on this. It also helps you to manage your team by setting budget within which they must complete the task.
Time budget can be set from within the task or through the project:
Setting time budget through the task page
Once in your task page, you click on the Log time button to open your Drawer on the right-hand side. In here you will see a section that says Set time budget. Clicking this section will open a box where you can input the amount of time you wish to set in your budget.
In this example, I have selected 2 hours. You can see to the right of the Drawer that this has created a countdown graph so that you can see how much time you have spent and what you have left. This will go red as you are getting close to the end of your time or if you have exceeded your time.
From the task page, you will have a quick view telling you how you are tracking. In the example below, we are over budget.
Setting time budget through the project
You will find the Projects page through the left sidebar. Click on the Projects icon and you will be taken to the Projects main page.
Once you select the project you wish to add a time budget for, scroll to the bottom of the page where you will see an option on the right-hand side to Set time budget. In the example below, I have set a budget for 30 minutes. You can see that 4 minutes has already been taken so it shows me that I have 26 minutes left.
Notes for Admin
- Admin can set up time increments from Time and billings settings. (GO TO Time and Billing setup for more info)
- Admin staff can change the billing rate on a time entry. (Go to Billing Time for more information.)
- Admin staff can add time entries for other staff.