Keep Track of Time With TrialWorks’ TimeKeeper

Need to track the time?

Use TrialWorks’ TimeKeeper feature!

TW

To create a manual time entry, click the ‘Home’ Tab on the Home Ribbon.

TW1

Click on the ‘TimeKeeper’ icon.

TW2

Clicking TimeKeeper will open a blank window for you to add a new time entry.

Case Name: Select the case.

User: Select the user billing for time.

Date/Time: Use the dropdown or type in the date and time.

Hours Worked: How long the user spent on the task.

Billable Hours: The amount of time spent on the task.

Billable Time: Use the checkbox to mark this task as billable.

Task Code: Use this preset list to add a task code.

Activity Code: Use the dropdown to select an activity code.

Explanation: The details of the task and the description to be used on an invoice.

Click ‘Save & Close.’

If you need to modify a current timekeeper entry:

TW3

Click ‘TimeKeeper’ from the Home Ribbon

TW4

Scroll through the existing time entries to modify a previous entry.

If you would like to see all time for all users or a single users for a particular date range, use TimeKeeper Manager:

TW5

Click ‘TimeKeeper Manager’ from the Home Ribbon

TW6

Using the drop-downs, select the user and time period you wish to view.

You can also use drop-downs to filter the list by Client name or by Case name.

Add, edit, or delete entries right from the bottom left of the TimeKeeper Manager screen.

If you wish to print the report, click the ‘TimeKeeper Manager Report’ button.

TW7

Edit, email, export or print the TimeKeeper Manager Report from the Print Preview Screen.

_____________________

Stay up to date and read up on our previous Tip of the Week topics at http://blog.trialworks.com

Catch up with these:

Week of 11/30: Inactive Cases Report

Week of 11/16: Case Matter Reports

Week of 11/9: Using the Ticket System

DON’T FORGET! Update your information or add users HERE to receive the Tip of the Week & stay up to date on the latest announcements by liking our Facebook page!

unnamed (14)

Leave a Comment