Step-by-Step Guide to Setting Up Time Tracking

Introduction

This tutorial will guide you through setting up time tracking in Easy8. You will learn how to prepare the environment, activate needed settings, and test the process. This is ideal for new administrators setting up time tracking for the first time.

Target Audience

Administrator

Prerequisites

Before you begin:

• You must have administrator access to Easy8.
• You should know how your organization wants to log and manage time.

Step 1: Activate the Time Logging Feature

1. Go to Administration >> Settings >> Spent time.
2. Configure global rules:
   • Enable or disable time approvals.
   • Set limits for how far back/future users can log or edit time.
   • Define a daily entry limit if needed.
3. Save your settings.

✅ Tip: Leave limit fields empty to disable restrictions.

Step 2: Create Spent Time Activities

1. Go to Administration >> Categories >> Activities (spent time).
2. Click New category to create your first activity (e.g., Development, Support).
3. Choose:
   • If the activity should be active.
   • If it should be the default one.
   • Which projects it applies to.
4. Save your activity.

Step 3: Configure Project-Level Activity Settings

1. Open any project.
2. Go to Project Settings >> Activities (spent time).
3. Choose how the activity will be selected:
   • When creating/editing a task
   • When logging time only
4. Enable only the activities relevant for that project.
5. Click Save.

Step 4: Enable and Adjust the Task Timer (Optional)

1. Go to Administration >> Task timer settings.
2. Set what happens when:
   • The timer starts (status change, assignment).
   • The timer stops (status, assignee, % done, time rounding).
3. Save the settings.

✅ You can use the “Start Working” button on tasks to start tracking time automatically.

Step 5: Test the Setup

1. Open a task and try logging time manually.
2. Use the “Start Working” button to test the automatic timer.
3. Go to the task or spent time overview and check if:
   • Time was tracked.
   • The correct activity is shown.
   • Reports display the new data.

Summary

You’ve now set up time tracking in Easy8, including global rules, activities, task timer behavior, and project-specific settings. Your team can now log time more accurately and in a structured way.

Related Topics

• How to Configure Time Tracking Settings
• How to Use the “Start Working” Timer
• How to Log Time Manually

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