Step-by-Step
Click Projects → Worksheets.
→ A daily activity chart will appear.
Click Activities to display the list of logged activities.
Add activity
1
Go to Projects → Worksheets.
2
Click the button
3
Fill in.
A form will open where you fill in:
- Worker – who performed the work.
- Task - which task the work was related to.
- Type – type of activity.
- Worked hours – number of hours.
- Description – detailed description.
- Approved - manager approval.
4
Click the button
Tips
- Worksheets can also be used as a basis for invoicing.
- You can quickly filter activities by date or person.
Common mistakes
If Worked hours are not entered, the activity is recorded but won’t be included in reports.
Summary
| Topic | Summary |
|---|---|
| Worksheets Overview | The Worksheets module allows you to record and manage work performed on specific tasks or projects. |
| Tracking Work Entries | Each worksheet entry tracks time, activities, and assigned users — making it ideal for performance reports or billing. |
| Linking Worksheets | Worksheets can be linked directly to tasks, projects, or customers, keeping all related data organized in one place. |
| Reviewing and Approving Worksheets | Reviewing and approving worksheets regularly helps maintain accuracy in reporting and invoicing. |