Task Settings

Maintain Task Order

1. Click    in the top navigation panel.
   
2. Navigate to Portal Configuration > Task & Timesheet > Task Settings tab.
   
3. Toggle the Maintain Task Order setting to enable task order.
   

Task Prefix & ID

1. Click    in the top navigation panel.
   
2. Navigate to Portal Configuration > Task & Timesheet > Task Settings tab.
   
3. Toggle the setting to enable/disable Task prefix and IDs.
   
   

Task Duration

1. Click    in the top navigation panel.
   
2. Navigate to Portal Configuration > Task & Timesheet > Task Settings tab.
   
3. Scroll to the Task Duration section.
   
4. Set the duration of tasks to either Days or Hours.
   If you select Days, the task duration can only be entered in the Days format.
   
   
   If you select Hours, the task duration can be entered in the Days or Hours format. Also, the start and end dates will now include time.
   
   
5. Click Update.
   

Default Task List Flag

Dependency Status

Resource Allocation

1. Click    in the top navigation panel.
   
2. Navigate to Portal Configuration > Task & Timesheet > Task Settings tab.
   
3. Scroll to Resource allocation under Task Settings.
   
4. Toggle the setting to turn on resource allocation setting.
   

Associate Tasks with Issues

1. Click    in the top navigation panel.
   
2. Navigate to Portal Configuration > Task & Timesheet > Task Settings tab.
   
3. Scroll the page and navigate to the Associate Tasks with Issues section. You can choose to receive Alerts about the associated Issues or not to receive alerts.
   
1. When you select Do no show alerts, you can complete the tasks without receiving any alert messages about the associated Issues status.
   
4. Click Update at the bottom of the page.
   

Task Dependency

1. Click    in the top navigation panel.
   
2. Navigate to Portal Configuration > Task & Timesheet > Task Settings tab.
   
3. Scroll the page and navigate to the Task Dependency section.
   
1. Toggle the switch to enable or disable the setting. Explore more real time scenarios on the usage of task dependency settings here.
   
2. Select a Default Dependency Type
   
1. The dependency type that you select will be set between two tasks by default when you try to link them over the Gantt for the first time. However, the dependency type can always be modified at later stages.
   
4. Click Update at the bottom of the page.
   

When selecting Automatic as the default dependency type, the dependency type will be assigned automatically based on the dates specified for the parent and child tasks. Automatic is most useful when you don't want to shift the dates for the child task.

Timesheet Settings

Time Log User Restriction

1. Click    in the top navigation panel.
   
2. Navigate to Portal Configuration > Task & Timesheet > Timesheet Settings tab.
   
3. Scroll to Time Log User Restriction section.
   
4. Select options based on your preference.
   Task & Issue Owners: Only users assigned to task or issue can log time
   Anyone in Project: Any user who is part of the project can log time
   Associated Team Members: All members of the team associated with a task or issue can log time for it
   
5. Click Update.
   
   

Log Hours for Closed Tasks and Issues

1. Click    in the top navigation panel.
   
2. Navigate to Portal Configuration > Task & Timesheet > Timesheet Settings tab.
   
3. Scroll to Log hours for closed tasks and issues section.
   
4. Select Allow or Don't allow based on your preference.
   
5. Click Update.

Multiple Timers Restriction

Restrict users from starting multiple timers in your portal.

1. Click    in the top navigation panel.
2. Navigate to Portal Configuration > Task & Timesheet > Timesheet Settings tab.
   
3. Scroll to Multiple Timers Restriction.
   
4. Select Allow or Don't Allow.
   
5. Click Update.

Restriction Based on Task Work Hours

Time logs can now be restricted based on the work hours set for the task. If you allot 5 hours for a task, user cannot log more than 5 hours for that task.

1. Click    in the top navigation panel.
2. Navigate to Portal Configuration > Task & Timesheet > Timesheet Settings tab.
   
3. Toggle the Time Log Restriction Based on Task Work Hours option.

Restrict Time Log(s)

Users can be restricted from adding time logs for holidays, weekends, and on their time-offs/leave.

1. Click    in the top navigation panel.
2. Navigate to Portal Configuration > Task & Timesheet > Timesheet Settings tab.
   
3. Scroll to Restrict Time Log(s) section.
   
4. Select Holiday, Weekend, or Leave based on your preference.
   

 Leave can be enabled only if your portal has Zoho People integration. Click here to learn more.

Time Log Configuration

1. Click    in the top navigation panel.
2. Navigate to Portal Configuration > Task & Timesheet > Timesheet Settings tab.
   
3. Scroll to Time Log Configuration section.
   
4. Select one of the configurations and the modules
   All - To add time logs for all the modules and to start the timer
   Manual - To manually add the time logs
   Timer - To enable timer for the tasks and issues
5. Click Update.
   

Time Log Overlap Settings

1. Click    in the top navigation panel.
2. Navigate to Portal Configuration > Task & Timesheet > Timesheet Settings tab.
   
3. Select from the following options:
   Allow: Overlapping time logs will be allowed
   Warn but allow: Overlapping time logs will be allowed with a prompt
   Restrict: Overlapping time logs will not be allowed
   
   

If this Time Log overlap is set to Restrict, the timer will not log any hours if both the start and end time of the latest entry are overlapping with other existing entries. In case of partial overlap, the system will not consider the overlapping portion of time and log the rest in the timesheet.

Time Log Period Settings

The Customize option will allow users to set a time frame up to 3 years from the current date.

1. Click    in the top navigation panel.
2. Navigate to Portal Configuration > Task & Timesheet > Timesheet Settings tab.
   
3. Scroll to the Time Log Period Settings section.
   
4. Select Allow, Don't Allow, or Customize option for Log past time and Log future time functions.
   
5. The restriction can also be applied when editing timesheets. Select the option Apply this restriction when editing timesheets (applicable only for Don't Allow and Customize options).
   
6. Click Update.
   

Log Past Time

Log Future Time

Time log restriction

1. Click    in the top navigation panel.
2. Navigate to Portal Configuration > Task & Timesheet > Timesheet Settings tab.
   
3. Scroll to Time Log Restriction and toggle to enable the setting.
   
4. The Daily log hour limit and Weekly log hour limit are calculated based on business hours by default . You can edit the log hour limits as required.
   
1. The daily log hour limit cannot exceed 24 hours and the weekly log hour limit cannot exceed 168 hours.
   
5. Click Update at the bottom of the page.
   

Time Log Reminder

  The time log reminder can be used to remind users to update their daily and weekly time logs.

1. Click    in the top navigation panel.
2. Navigate to Portal Configuration > Task & Timesheet > Timesheet Settings tab.
3. Scroll to Time Log Reminder and toggle to enable the setting.
4. Set the time for Daily and Weekly Reminder based on your preference.
5. Check the Notify running timers .
6. Select the profiles or users to Exclude reminder for.
   
7. Click Update.
   
   

   Options available in Daily Reminder
   

   
   Before end of business hours: Users will be sent a reminder on the same day that the time logs are due

   Before start of business hours: Users will be sent a reminder on the next day
   

   
   

   Options available in Weekly Reminder
   

   
   

   Before end of business week: Users will be sent a reminder on the last working day of the week that the time logs are due
   

   Before start of business week: Users will be sent a reminder before the start of the next business week
   

Users can also switch off the Daily and Weekly Reminders.

Time Log Threshold for Reminders

Admins can set a time log threshold. Users will be notified via email and in-product notifications if the duration of time logged falls below the threshold. For instance, the threshold is set to 9 hours per day in the image below. Users will be notified if they log less than 9 hours in a day.

Timesheet Approval Settings

Control timesheets approval settings. Mandate approval for all log entries, control approval rights for line managers, and set automatic approvals.

1. Click    in the top navigation panel.
2. Navigate to Portal Configuration > Task & Timesheet > Timesheet Approval tab.
   
3. Enable the Timesheet Approval setting.
   
4. Click Update.
   This will ensure that all timesheets require approval.

Approvers can Approve setting

1. Click    in the top navigation panel.
2. Navigate to Portal Configuration > Task & Timesheet > Timesheet Approval tab.
3. Select the appropriate option under the Approvers can approve section.
   All log entries: Users with approval permission can approve all log entries irrespective of hierarchy.
   Log entries of direct reports only: Users with approval permission can approve log entries of their direct reports.
   Log entries of all subordinates: Users with approval permission can approve log entries of all subordinates.
   Log entries associated to you as approver: Users can approve time logs where they are added as approvers.
   
4. Click Update.
   
   

Automatic Timesheet Approval

1. Click    in the top navigation panel.
2. Navigate to Portal Configuration > Task & Timesheet > Timesheet Approval tab.
3. Enable the Automatic Timesheet Approval setting.
   Timesheet of users with approval permission will be approved automatically.
   
4. Click Update.