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.
   

Org Level Task Dependency

You can configure how successor tasks are adjusted when changes are made to predecessor tasks.

1. Click  in the top navigation panel.
   
2. Navigate to Portal Configuration > Task & Timesheet > Task Settings tab.
   
1. Moving up due dates
   When the due date of a predecessor task is moved earlier, successor tasks are shifted by the same duration.
   
   
1. Extend due dates
   When the due date of a predecessor task is extended, successor tasks are shifted accordingly.
   
   
2. Completing / Reopening a predecessor task
   When a predecessor task is completed early, late, or reopened, successor tasks are updated to reflect the change in schedule.
   
   
3. Default Dependency Type
   The selected dependency type will be set by default when linking tasks for the first time. You can modify it later if needed.
   
   
1. Dependency Link Type: Define how strictly dependencies are enforced across tasks.
1. Hard Link: Successor task dates and completion are strictly enforced by the predecessor. Any delay or incomplete status in the predecessor automatically shifts the successor task schedule.
2. Soft Link: Successor tasks retain a dependency on the predecessor but are not forced to shift. Changes in the predecessor do not automatically affect successor task dates or completion.
   

For example, when the predecessor task Design is moved to March 13, the successor task Development is automatically moved to March 14 in a hard link, whereas it remains on its original date in a soft link.

Time Log Settings

Time Log User Restriction

1. Click    in the top navigation panel.
   
2. Navigate to Portal Configuration > Task & Timesheet > Time Log 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 > Time Log 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 > Time Log Settings tab.
   
3. Scroll to Allow Multiple Timers.
   
4. Enable or Disable to allow or disallow multiple timers.
5. 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.

1. Click    in the top navigation panel.
2. Navigate to Portal Configuration > Task & Timesheet > Time Log Settings tab.
   
3. 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.

1. Click  in the top navigation panel.
2. Navigate to Portal Configuration > Task & Timesheet > Time Log Settings tab.
   
3. 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.

1. Click    in the top navigation panel.
2. Navigate to Portal Configuration > Task & Timesheet > Time Log 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 > Time Log 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 > Time Log 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 time log.

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 > Time Log 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. 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.
6. 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)
   
7. Click Update.
   

Log Past Time

Log Future Time

1. Set the Past time-log to Allow- past days.
   
2. Set the Future time-log to custom—2 weeks from the current week.
   

Time log restriction

1. Click    in the top navigation panel.
2. Navigate to Portal Configuration > Task & Timesheet > Time Log 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 > Time Log 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.

Time Log / Timesheet Approval Settings

Configure how time logs and timesheets are approved across your portal. Choose between time log-level or timesheet-level approvals, set fallback options, control edit access, and manage multi-level approval behaviors.

1. Click    in the top navigation panel.
2. Navigate to Portal Configuration > Task & Timesheet > Time Log Approval tab.
   
3. Enable the Time Log Approval setting based on Time Logs or Timesheet.
   

If the Approval Setting is Based on Time Logs:

Enable Time Log Approval 

Enable this to mandate approval for all time log entries.

Approvers can Approve setting

1. Click    in the top navigation panel.
2. Navigate to Portal Configuration > Task & Timesheet > Time Log / 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 Time Log Approval

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

If the Approval Setting is Based on Timesheet

Fallback Approver

A fallback approver is the designated backup who handles timesheet approvals when no primary approver is assigned.

1. Click    in the top navigation panel.
   
2. Navigate to Portal Configuration > Task & Timesheet > Time Log /Timesheet Approval tab.
   
3. Select a fallback action (e.g., Auto Approve or specific user) when no approver is assigned.
   

Allow Approver to Edit Time Logs

1. Click    in the top navigation panel.
   
2. Navigate to Portal Configuration > Task & Timesheet > Time Log /Timesheet Approval tab.
   
3. Enable to allow the current approver to edit time logs while reviewing them.
   

Multi-user Timesheet

1. Click  in the top navigation panel.
   
2. Navigate to Portal Configuration > Task & Timesheet > Time Log /Timesheet Approval tab.
   
3. Enable Multi-user Timesheet setting to allow creation of timesheets that include time logs from multiple users.
   

This setting is available in Ultimate plan only.

Recurring Approver Action

1. Click    in the top navigation panel.
   
2. Navigate to Portal Configuration > Task & Timesheet > Time Log /Timesheet Approval tab.
   
1. Approve Once: Approver needs to act only once for recurring timesheets.
   
2. Approve Every Time: Approval is required for each instance.
   

Auto-approve Levels Where Creator is the Approver