Working within the dashboard

The Dashboard allows you to see your tracked time and review the daily or weekly performance.

You can find it on the slide-out menu; just slide from the left or click on the icon on the top-left, and select the option "Dashboard".


Index
  1. Dashboard structure
  2. The Time record
    1. Create a Time Record
    2. Edit a Time Record
    3. Delete a Time Record
    4. The time record fields
  3. The Stopwatch
    1. Start the Stopwatch
    2. Edit the Stopwatch
    3. Stop the Stopwatch
    4. Delete the Stopwatch
    5. The Stopwatch fields
  4. Add a Project
  5. Add a task
  6. Quick Action Tools
  7. The Dashboard views
  8. The summary

1. Dashboard structure: The dashboard contains the features described below:


a. Track time button

b. Stopwatch button

c. Time record

d. Quick action tools

e. Dashboard view

f. Summary


2. The time record: The data created when tracking the time you spend on a project.

A) Create a Time Record: You can create a time record manually by pressing the track time button . Once the “create time record” window is shown, you will be able to select the information for the tracked time. Finally press on the Save button.

* You can also create a time record via the stopwatch.

B) Edit a Time Record: Touch the time record to be edited. Once the “Edit time record” windows is shown, you will be able to edit the information of the time record. Next just press OK to save the changes.

C) Delete a Time Record: You can delete a time record either while creating or editing it. Just press the delete button located on the top-right side of the window.

D) The time record fields: Here you will find a quick review of each field:

  • Start and End Date and Time: Informs the duration of the time spent. You can change it by touching the respective field.

    You can also change the duration of the time record by pressing on the duration button .

  • Project: Assigns a project to the time record: Just touch the project field and select one from the list. In case your project is not listed, you can add a new Project.

  • Task: Assigns a task to the time record: Just touch the Task field and select one from the list. In case your Task is not listed, you can add a new Task.

    Note that you cannot create a task without a project.

  • Activity: Assigns an Activity to the time record. We would like to remind that the activities are types of actions, which may be attributed to every time record and assign a price to your work.

    To assign an Activity to the time record, just press on the Activity field and select one from the list.

  • Billable: Enables the user to assign a price to the time records, either manually or by using an activity.

3. The stopwatch: Allows you to track the time you spend on a project while you are working.

Once you start the stopwatch, the stopwatch button will be replaced by the running stopwatch panel which is located on the top of the dashboard and has the following structure:

a. The Stop button

b. The Running stopwatch


Below is explained how to work with the stopwatch.

A) Start the Stopwatch: You can start the stopwatch by pressing in the stopwatch button . Once the “Stopwatch” windows is shown, you will be able to fill in the information of the work to be tracked. Finally press OK to save the time record.

B) Edit the Stopwatch: Press on the running stopwatch. Once the “stopwatch” window is shown, you will be able to edit the information of the work to be tracked. Next just press OK to save the changes.

C) Stop the Stopwatch: Press the stop button . By this action, a time record will be created. Next just press on the “save” button.

D) Delete the Stopwatch: Press the stop button , and then press the delete button .

E) The Stopwatch fields: Here you will find a quick review of each field:

  • Start Date and Time: Indicates the starting time of the stopwatch

    You can also add some time to the stopwatch by pressing on the add time button .

  • Project: Select a project.

    To assign a project to the time record, just press on the project field and select one from the list. In case your project is not listed, you can add a new Project.

  • Task: Select a Task.

    To assign a task to the time record, just press on the Task field and select one from the list. In case your Task is not listed, you can add a new Task.

    Note that you cannot create a task without a project.

  • Activity: Select an Activity.

    We would like to remind that the activities are types of actions, which may be attributed to every time record and assign a price to your work.

  • Billable: Enables the user to assign a price to the time records, either manually or by using an activity.


4. Add a new Project: You can add a new project either while creating or editing a time record or a stopwatch.


a. On the time record or stopwatch window, press on the Project field.

b. You will see the list of available projects.

c. Press the add button .



d. Complete the project information.

e. Press the save button , located on the top-right, to save it.


5. Add a Task: You can add a new task either while creating or editing a time record or a stopwatch. Remember that you cannot create a task without a project.


a. On the time record or stopwatch window, press on the Task field.

b. You will see the list of available tasks.

c. Press the add button .



d. Complete the Task information.

e. Press the save button , located on the top-right, to save it.


6. Quick actions tool: Is a feature which can be activated by touching and holding on a time record listed in the dashboard and allows the user to perform three basic operations:

a. Edit the time record: Edits the selected time record.

b. Add a new time record: When selecting this button, the “create time record” window appears and the data is going to be populated based on the time record selected.

c. Start the stopwatch: When selecting this button, the Stopwatch will start running and the data is going to be filled based on the time record selected.


7. The Dashboard views: Allows 4 different ways to display time records on the dashboard.


a. Daily: shows the daily time records chronologically, sorted from the newest to the oldest.

b. Daily by project: shows the daily time records grouped by project and sorted chronologically from newest to oldest.

It also presents a short summary of the total time spent and the money earned on each project.

c. Weekly: shows the weekly time records, sorted chronologically from newest to oldest.

d. Weekly by projects: shows the weekly time records grouped by project and sorted chronologically from newest to oldest.

It also presents a short summary of the total time spent and the money earned on each project.


8. The summary: Provides a brief overview of your daily or weekly performance and has the following components:

  • a. The date or the weekly period: Shows the period on which the data is being displayed.
  • b. The date switch: You can change it to the previous or next day or period.
  • c. The worked hours: Shows the total worked hours on the respective date (day/week).
  • d. The money earned: Show the money earned on the respective date (day/week).

When you select daily or weekly by project data from the dashboard view, it will display also a short summary with the total time spent and the money earned per project.

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