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.
- Click Update.
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 in the top navigation panel.
- 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 in the top navigation panel.
- 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 in the top navigation panel.
- 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.
Timesheet Settings
Log Hours for Tasks and Issues
You can now enable time logs for owned or all the tasks and issues.
- Click in the top navigation panel.
- Navigate to Portal Configuration > Task & Timesheet > Timesheet Settings tab.
- Scroll to Log hours for Task and Issues section.
- Select Owned or All based on your preference.
- Click Update.
Log Hours for Closed Tasks and Issues
You can now enable time logs for closed tasks and bugs.
- Click in the top navigation panel.
- Navigate to Portal Configuration > Task & Timesheet > Timesheet Settings tab.
- Scroll to Log hours for closed tasks and issues section.
- Select Allow or Don't allow based on your preference.
- Click Update.
Time Log Restriction
-
Click
in the top navigation panel.
-
Navigate to Portal Configuration > Task & Timesheet > Timesheet Settings tab.
-
Scroll to Restrict Time Log(s) section.
-
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
- Click in the top navigation panel.
- Navigate to Portal Configuration > Task & Timesheet > Timesheet 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.
Timesheet Approval Settings
Control timesheets approval settings. Mandate approval for all log entries, control approval rights for line managers, and set automatic approvals.
Timesheet Approval
- Click in the top navigation panel.
- Navigate to Portal Configuration > Task & Timesheet > Timesheet Approval tab.
- Enable the Timesheet Approval setting.
- Click Update.
This will ensure that all timesheets require approval.
Approvers can Approve setting
- Click in the top navigation panel.
- Navigate to Portal Configuration > Task & Timesheet > Timesheet 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. - Click Update.
Automatic Timesheet Approval
- Click in the top navigation panel.
- Navigate to Portal Configuration > Task & Timesheet > Timesheet Approval tab.
- Enable the Automatic Timesheet Approval setting.
Timesheet of users with approval permission will be approved automatically. - Click Update.
Multiple Timers Restriction
Restrict users from starting multiple timers in your portal.
- Click in the top navigation panel.
- Navigate to Portal Configuration > Task & Timesheet > Timesheet Settings tab.
- Scroll to Multiple Timers Restriction.
- Select Allow or Don't Allow.
- Click Update.
Restriction Based on 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 in the top navigation panel.
- Navigate to Portal Configuration > Task & Timesheet > Timesheet Settings tab.
- Toggle the Time Log Restriction Based on Task Work Hours option.
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.
To customize your time log settings:
- Click in the top navigation panel.
- Navigate to Portal Configuration > Task & Timesheet > Timesheet 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.
- 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).
- 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. For example : -If you select 5 days before 09/19/2016, you will log time till - 09/12/2016 -If you select 5 weeks before 09/19/2016, you will log time until 08/12/2016 -If you select 5 months before 09/19/2016, you will log time until 04/19/2016 |
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 09/19/2016, you can log time until 09/26/2016 -If you select 5 weeks from 09/19/2016, you can log time until 10/24/2016 -If you select 5 months from 09/19/2016, you can log time until 02/19/2017 |
The Time log settings will reflect in the following modules:
| Affected modules |
Relevant action |
Affected module component |
| Bugs |
Log hours for individual bugs. |
Date picker |
| Task Details |
Modifying log hours for individual tasks.
|
Date picker |
| Timesheet |
|
|
|
Logging time for a particular task/bug is added on a daily basis. |
Date picker
|
|
Logging time for a particular task/bug on a weekly basis. |
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 in the future
If the current date is 02/15/2017, all the users in the project will be able to log entries for all past days, and only until 03/01/2017 in the future. These settings will be reflected in all date pickers shown above.
Time log restriction
- Click in the top navigation panel.
- Navigate to Portal Configuration > Task & Timesheet > Timesheet 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
in the top navigation panel.
-
Navigate to Portal Configuration > Task & Timesheet > Timesheet 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 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 dueBefore start of business week: Users will be sent a reminder before the start of the next business week
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.
See Also
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