Draft a day's time entries from your emails and tasks
Open Auto Time Recording, check each drafted entry, pick how detailed the descriptions are, and submit the ones you want.
On this page
Open Auto Time Recording
Open the Time Entry dashboard from the sidebar.
Click Auto Time Recording. A panel opens on the right and starts reading that day's completed tasks and sent emails.
A progress bar shows how many emails have been read. Wait for the drafts to appear.
Choose the day and whose day
Change the date at the top of the panel to draft a different day.
Click Use a period to draft several days at once. Click Single day to go back.
If you are an admin, click Everyone's day (Admin) to see drafts for the whole team. Click My day for your own.
Click the refresh icon to draft the day or period again from scratch.
Your own drafts for the day.
Check each draft
Each card shows who the entry is for, the date, the matter number and name, the description, the hours and whether it is billable.
Type over the description or the hours to change them. Untick Billable if the time is not billable.
Click N sources to see the emails or pages the draft was built from.
Untick a card you do not want. Click Select all to tick or clear every card.
Auto Time Recording
Pick how much detail the descriptions have
Click brief, standard or detailed next to Descriptions to rewrite every card. Click the same three under one card to change that card only.
Click Set as default to open on that level next time.
Reviewed contract for sale for 18 Daniel Street, Leichhardt and noted the special conditions to raise with the client.
Submit the entries
Click Submit N selected at the bottom of the panel. On Everyone's day, the button reads Push N selected.
The ticked drafts become real time entries on their matters. Unticked drafts are left as drafts.
A line at the top of the panel counts the new entries, and any that were already on the timesheet.
Time one email from your mailbox
Open an email filed to a matter. The panel beside it shows Record time for this email under the matter's name, with the hours already recorded for the email at its right. Click it to open Time for this email.
Read the line under Time for this email before you draft. It names each entry already recorded for the email, with its hours, person and date, or says No time recorded for this email yet. An entry somebody else recorded shows only that the email is recorded if you can see only your own time.
Choose the Person who did the work. If you are not an admin, Person shows your own name.
Click Draft entry to write the description and the time from the email. Click Brief, Standard or Detailed to draft it again at that level.
Check the description, the time and Billable, then click Record time. The section folds back to its one line, which now shows the hours recorded.
To time the work instead, click Clock in under the section. Write the description in the box that appears, then click Clock out, or the bin to discard the clock with nothing recorded. While it runs, the clock stays in the mail sidebar under Compose, and it and the toolbar's clock window show the email it started from: click the email to open it again. We record the time against this email. In the compose window, the timer icon beside Auto time this email clocks in on the email's matter.
Writing an email instead: choose the matter with the matter chooser at the foot of the window, then click the clock icon for Auto time this email. Check the card and click Send. We record the time once the email has gone and sits on the matter.