Timesheet Layouts & Fields | Online Help | Zoho Sprints

Custom Layouts for Timesheets

Zoho Sprints allows users to configure timesheets with layouts and fields. Users can add fields and use them to tailor timesheets to their organization's needs. Layouts can be used to create custom sections within the timesheet. Adding custom fields to the sections facilitates capturing relevant information along with the time log.
Availability: Premier and Zoho One
Standard Layout is available in all plans.

Layouts

Layouts are used to design a form. Using a timesheet layout, one can create a timesheet form. All projects are initially associated with the standard layout. The modifications to the standard layout will be reflected in all connected projects. You can create a new layout by cloning a standard layout or any other existing layout.

Create Layout

  1. Click  in the top navigation panel.
  2. Navigate to Custom Layouts and Fields and click Timesheets.
  3. Click + Layout.
  4. Select a layout to clone from.
  5. Enter a layout name and description.
  6. Click Create.

Sections & Fields

Sections are used to group or categorize fields. Each section gathers information related to a specific attribute.

Create Section and Add Fields

  1. Open a layout and click on + Add Section and drag and drop the section onto the form.
  2. Enter a section name.
  3. Drag and drop a field from New Fields or Unused Fields tab on to the section.
    A section cannot be saved without adding fields.

  4. Click Create to save the field.
  5. Click Save to add the section and the layout.
    Click Save and Associate to link projects to the layout.

Associate Projects

  1. Click  in the top navigation panel.
  2. Navigate to Custom Layouts and Fields and click Timesheets.
  3. Hover over a layout and then click +

  4. Select projects and then click Associate.

    Existing layout will be overwritten by the new layout.

Remove Fields

  1. Click  in the top navigation panel.
  2. Navigate to Custom Layouts and Fields and click Timesheets.
  3. Click on a layout to open it.
  4. Hover over a custom field and click .
    This will not delete the field permanently. The field will be available under Unused Fields.

Edit Fields

  1. Click  in the top navigation panel.
  2. Navigate to Custom Layouts and Fields and click Timesheets.
  3. Click on a layout to open it.
  4. Hover over a custom field and click .

Delete Field

  1. Click  in the top navigation panel.
  2. Navigate to Custom Layouts and Fields and click Timesheets.
  3. Click on Available Fields tab.
  4. Hover over a field and click .
    This will permanently delete the field.


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                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



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