Task and Timesheet Settings
Task Settings
Maintain Task Order
Enable this option to retain the order of tasks even when they are marked complete. Disabling this option will move completed tasks to the bottom of the task list.
- Click
in the top navigation panel. - Navigate to Portal Configuration > Task & Timesheet > Task Settings tab.
- Toggle the Maintain Task Order setting to enable task order.
Task Prefix & ID
- Click
in the top navigation panel. - Navigate to Portal Configuration > Task & Timesheet > Task Settings tab.
- Toggle the setting to enable/disable Task prefix and IDs.
Task Duration
- Click
in the top navigation panel.
- Navigate to Portal Configuration > Task & Timesheet > Task Settings tab.
- Scroll to the Task Duration section.
- 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. - Click Update.
Default Task List Flag
The task list flag can now be set as internal or external by default from the setup page.
- Click
- Navigate to Portal Configuration > Task & Timesheet > Task Settings tab.
- Scroll down to Default Task List Flag and select an option.
Dependency Status
Task dependency status lets you know if a task is waiting for other tasks or is blocking other tasks from completion. There are two statuses, Waiting for and Blocking.
You can view the task dependency status in the classic, plain, Kanban view of tasks. The dependency status is also shown in the task details page. Tasks can be filtered by dependency status in the classic and plain view.
Resource Allocation
Resource allocation setting allows you to view a particular user's work allocation when assigning tasks. This setting is enabled by default.
- Click
- Navigate to Portal Configuration > Task & Timesheet > Task Settings tab.
- Scroll to Resource allocation under Task Settings.
- Toggle the setting to turn on resource allocation setting.
Associate Tasks with Issues
- Click
- Navigate to Portal Configuration > Task & Timesheet > Task Settings tab.
- 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.
- When you select Do no show alerts, you can complete the tasks without receiving any alert messages about the associated Issues status.
- Click Update at the bottom of the page.
Task Dependency
You can configure the task dependency settings for your portal here. These options allow you to manage the shift in successor task every time the associated predecessor task is moved.
- Click
- Navigate to Portal Configuration > Task & Timesheet > Task Settings tab.
- Scroll the page and navigate to the Task Dependency section.
- Toggle the switch to enable or disable the setting. Explore more real time scenarios on the usage of task dependency settings here.
- Select a Default Dependency Type
- 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.
- 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.
Time Log Settings
Time Log User Restriction
Users can be restricted to adding time for only tasks and issues that they own or allowed to log time for other users in the project.
- Click
- Navigate to Portal Configuration > Task & Timesheet > Time Log Settings tab.
- Scroll to Time Log User Restriction section.
- 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 - Click Update.
Log Hours for Closed Tasks and Issues
You can now enable time logs for closed tasks and issues.
- Click
- Navigate to Portal Configuration > Task & Timesheet > Time Log Settings tab.
- Scroll to Log hours for closed tasks and issues section.
- Select Allow or Don't allow based on your preference.
- Click Update.
Multiple Timers Restriction
Restrict users from starting multiple timers in your portal.
- Click
- Navigate to Portal Configuration > Task & Timesheet > Time Log Settings tab.
- Scroll to Allow Multiple Timers.
- Enable or Disable to allow or disallow multiple timers.
- Click Update.
Multiple timers can be started via API calls, even if the "Allow Multiple Timers" setting is disabled in the portal.
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.
- Click
- Navigate to Portal Configuration > Task & Timesheet > Time Log Settings tab.
- Toggle the Time Log Restriction Based on Task Work Hours option.
Restriction Based on Task/Issue Dates
User can restrict the time logs or timers to be between the start and end date of the task or issue.
- Click
- Navigate to Portal Configuration > Task & Timesheet > Time Log Settings tab.
- Toggle the Restriction Based on Task/Issue Dates option.
Restrict Time Log(s)
Users can be restricted from adding time logs for holidays, weekends, and on their time-offs/leave.
- Click
- Navigate to Portal Configuration > Task & Timesheet > Time Log Settings tab.
- Scroll to Restrict Time Log(s) section.
- Select Holiday, Weekend, or Leave based on your preference.
Time Log Configuration
Users can be allowed access to timers or only manual entries. This also can be used to control for which entities users are allowed to enter time (tasks, issues, or general logs).
- Click
- Navigate to Portal Configuration > Task & Timesheet > Time Log Settings tab.
- Scroll to Time Log Configuration section.
- 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 - Click Update.
Time Log Overlap Settings
Time logs can now be allowed or restricted based on an existing time log during the same time frame on any given day. If the time log being entered already has an existing entry for the given time and date, users can be restricted entirely or partially allowed to log time.
- Click
- Navigate to Portal Configuration > Task & Timesheet > Time Log Settings tab.
- 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 time log.
Time Log Period Settings
Time logs are an effective way to track your users' hours. You can customize your past and future time-log settings, or even remove time logs entirely.
The Customize option will allow users to set a time frame up to 3 years from the current date.
To customize your time log settings:
- Click
- Navigate to Portal Configuration > Task & Timesheet > Time Log Settings tab.
- Scroll to the Time Log Period Settings section.
- Select Allow, Don't Allow, or Customize option for Log past time and Log future time functions.
- Select users in Exclude Users to exempt them for the log past time settings set when selected Don't Allow or Customize options. They will be able to log all past time.
- The restriction can also be applied when editing time logs. Select the option Apply this restriction when editing time logs (applicable only for Don't Allow and Customize options)
- Click Update.
Log Past Time
This setting determines whether to log past time.
Here are your options:
| Allow | Log all past time |
| Don't Allow | Do not log past time |
| Customize | Allow past time logs for any specific length of time. Weekends and configured holidays will not be taken into account when selecting your time-log span. Example : -If you select 5 days before the current day, you can log time for the current day and past 5 days. -If you select 5 weeks before the current week, you can log time for past days of the current week and past 4 weeks. -If you select 5 months before the current month, you can log time for past weeks of the current month and past 4 months. |
Log Future Time
This setting determines whether to log future time.
Here are your options:
| Allow | Log all future time |
| Don't Allow | Do not log future time |
| Customize | Allow future time logs for any specific length of time. Weekends and configured holidays will not be taken into account when selecting your time-log span. Example: -If you select 5 days from the current day, you can log time for the current day and the next 5 days. -If you select 5 weeks from the current week, you can log time for the future days of the current week and the next 4 weeks. -If you select 5 months from the current month, you can log time for the future weeks of the month and the next 4 months. |
The Time log settings will reflect in the following modules:
| Affected modules | Relevant action | Affected module component |
| Issues | Log hours for individual issues. | Date picker |
| Task Details | Modifying log hours for individual tasks. | Date picker |
| Timesheet | | |
| Logging time for a particular task/issue is added daily. | Date picker |
| Logging time for a particular task/issue weekly. | Date picker |
| Logging time or editing an existing time log. | Date picker |
| Editing log entries. | Date picker |
Example:
Joan wants to allow time-log entries for all past days while restricting entries to only two weeks in the future.
- Set the Past time-log to Allow- past days.
- Set the Future time-log to custom—2 weeks from the current week.
If the current date is 02/17/2025, all the users in the project will be able to log entries for all past days, and future days of the current week and for next two weeks until 03/02/2025, if time logs are not restricted for weekends. These settings will be reflected in all date pickers shown above.
Time log restriction
- Click
- Navigate to Portal Configuration > Task & Timesheet > Time Log Settings tab.
- Scroll to Time Log Restriction and toggle to enable the setting.
- 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.
- The daily log hour limit cannot exceed 24 hours and the weekly log hour limit cannot exceed 168 hours.
- Click Update at the bottom of the page.
Click to learn more about restrictions for timer.
Time Log Reminder
The time log reminder can be used to remind users to update their daily and weekly time logs.
- Click
- Navigate to Portal Configuration > Task & Timesheet > Time Log Settings tab.
- Scroll to Time Log Reminder and toggle to enable the setting.
- Set the time for Daily and Weekly Reminder based on your preference.
- Check the Notify running timers .
- Select the profiles or users to Exclude reminder for.
- 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 dueBefore start of business hours: Users will be sent a reminder on the next dayOptions available in Weekly ReminderBefore end of business week: Users will be sent a reminder on the last working day of the week that the time logs are dueBefore 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.
Time Log Approval Settings
Control time logs approval settings. Mandate approval for all log
entries, control approval rights for line managers, and set automatic
approvals.
- Click
- Navigate to Portal Configuration > Task & Timesheet > Time Log Approval tab.
- Enable the Time Log Approval setting.
- Click Update.
This will ensure that all time logs require approval.
Approvers can Approve setting
- Click
- Navigate to Portal Configuration > Task & Timesheet > Time Log Approval tab.
- 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. - Click Update.
Automatic Time Log Approval
- Click
- Navigate to Portal Configuration > Task & Timesheet > Time Log Approval tab.
- Enable the Automatic Time Log Approval setting.
Time log of users with approval permission will be approved automatically. - Click Update.
See Also
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Settings
User details The User Details section displays the user image, along with the Name, Email, and Last signed in details. Click Edit to update the user image. When you edit or update the user image from this page, the changes will be reflected in all ...Settings
Access Settings Click the hamburger icon at the top-left corner. Select Settings in the module listing menu. User Details In the Settings page, you can find the User details first. Tap the details to edit the user image. When the user image is edited ...Task Dependency Settings
Configure task dependency settings and set default dependency type. Move up or extend dates of successor tasks or reschedule them based on completion date of predecessor task. Benefits: Move up dates of successor tasks if the predecessor task moves ...Settings
Can I enable or disable budget related fields while adding a project? Budget related fields are available in the Add Project form only when the Project Budget is enabled. Navigate to > Portal Configuration > Org Settings > Project & Budget. Click on ...Task Settings
The Task Settings under Project Configuration lets you modify the default settings at a project level. This will override the portal level setting for a particular project alone. Click in the top navigation panel. Navigate to Project Configuration > ...
New to Zoho LandingPage?
Zoho LandingPage Resources