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 run it again.
Your own drafts for the day.
Check each draft
Each card shows who the entry is for, the date, the matter, 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.