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Track Your Productive Time with the TimeCaptis

Oct 14, 2021    

Track your productive time in TimeCaptis. Keep your projects on track and on budget. Refer to the detailed instructions in the step by step guide below.

1. Sign in to your TimeCaptis Account
2. Click on the ‘Time Report’ link from the selected team from the list of teams appearing on the left sidebar menu. The 'My Personal' team will display only your personal data you have entered in that team, which can not be shared.

Figure 1
Figure 1

3. Upon doing so, you can view your Time Report, Time Spent chart and Time Spent graph for the last 30 days as shown in Figure 2. Each step shown in Figure 2 is explained in the below table.

Figure 2
Figure 2
Sl. No. Name Description
1 Filter Click to filter time report
2 Category Click to view all the categories of all the Teams the subscriber is associated with
3 Import Records Click to import time reports for the specific team
4 Export To Excel Click to export the time report
5 Add Time Click to add time
6 Time Report for last 30 days The time report will appear for the last 30 days by default. But, after filtering the time reports without entering any parameters in Date fields, the time report will display for 1 year taking the current date as the End Date
7 Total Hour(s) The total time added in the time report
8 Category The category chosen for the added time
9 Is Billable? Whether the added time is billable or not
10 Comment The comment added while adding time
11 Total Time The total time entered while adding time
12 Contact Name The contact name added in the item for which the time is added
13 Date The date on which the time is added
14 Time Spent Pie Chart The pie chart showing the total time spent for the last 30 days
15 Time Spent Graph The graph showing the total time spent for the last 30 days
16 Load More Click to view the next 10 records (if available)

4. By mouse hovering on any section of the pie chart, the category name with percentage will appear as shown in Figure 3.

Figure 3
Figure 3

5. By mouse hovering on the bars of a particular date, the details of time added for that date will appear with a box as shown in Figure 4.

Figure 4
Figure 4

6. To view the categories of the Team, click on the 'Categories' button appearing on the Time Report page as shown in Figure 5.

Figure 5
Figure 5

7. Upon doing so, the Category page will appear as shown in Figure 6. Each step shown in Figure 6 is explained in the below table.

Figure 6
Figure 6
Sl. No. Name Description
1 List View Click to return to the time report page
2 Add Category Click to add category for this team for which the user should have the permission
3 Category The category name of the team
4 Delete Category Click to delete the category. For a specific team, the delete category button will not appear to any of the team users except the admin

8. To add a category, click on the 'Add Category' button as shown in Figure 7.

Figure 7
Figure 7

9. Upon doing so, the 'Category Name' field will appear on the page. Enter the name of the category and click on the Save button as shown in Figure 8.

Figure 8
Figure 8

10. To delete a category, click on the 'Delete' button as shown in Figure 9.

Figure 9
Figure 9

11. Upon doing so, a drop-down list will appear on a page to select another category or to create a new category to move the time reports of the selected category to be deleted before deleting that category as shown in Figure 10. Then by clicking on the 'Proceed' button, the selected category will be deleted.

Figure 10
Figure 10

12. To return to the home page of Time Report, click on the 'List View' button appearing on the category page as shown in Figure 11.

Figure 11
Figure 11

13. To import Time Reports, click on the 'Import Records' button as shown in Figure 12.

Figure 12
Figure 12

14. Upon doing so, the 'Import Time Report' page will appear as shown in Figure 13. Click on the 'Download Sample File' link to download the sample '.xlsx' file to your local system as shown in Figure 13.

Figure 13
Figure 13

15. In the sample template as shown in Figure 14, the first row should be the column headers. The next five rows from the template contain the sample data.

Figure 14
Figure 14

16. Once you have the necessary data in the Spreadsheet, you can choose the file by clicking the 'Choose File' button and import the file by clicking on the 'Import' button as shown in Figure 15.

Figure 15
Figure 15

17. After importing the file, the 'Import Time Report' page will appear as shown in Figure 16. Enter the other details and then click on the 'Save' button.

Figure 16
Figure 16

The import will be complete, and your data will be saved. You will also be able to see all the time reports you imported in the Time Report page.

18. To export the Time Reports to excel, click on the 'Export to Excel' button as shown in Figure 17.

Figure 17
Figure 17

19. To add a Time, click on the 'Add Time' button appearing on the Time Report page as shown in Figure 18.

Figure 18
Figure 18

20. Upon doing so, the 'Add Time' page will appear with 5 radio buttons which are 'To-Do', 'Notes', 'Contacts', 'Calendar' and 'Other' as shown in Figure 19. Choose the item for which you want to add Time. Each step shown in Figure 19 is explained in the below table.

Figure 19
Figure 19
Sl. No. Name Type Description
1 Item name Required The first added item of the private team will be auto-selected. But, you can choose the item from the drop-down menu
2 Date Required The current date will auto-populate here. However, you can still edit the date
3 Total Time Required Enter the total time taken in hour(s)
4 Category Required Choose a category from the drop-down menu which are appearing according to the team chosen
5 Is Billable? Required Choose whether the adding time is billable or not
6 Add a Comment Optional Add a comment (if any)
7 Attach Files Optional Choose and upload file from your system

Once you are done with, click on the ‘Save‘ button as shown in Figure 19. Upon doing so you can see your recently added Time appearing in the Time Report page for the date you have added.

21. To view a particular added time, click on the said time as shown in Figure 20.

Figure 20
Figure 20
    For Team specific time reports, all the users can view the time reports those were added by them only. Only the Admin of the Team can check all the time reports added by the users in the Team specific Time Report page.

22. Upon doing so, the View Time page will appear as shown in Figure 21. Each step shown in Figure 21 is explained in the below table.

Figure 21
Figure 21
Sl. No. Name Description
1 Date The date on which the time report was added
2 Total Time The total time added for the item
3 Is Billable? Whether the added time is billable or not
4 Category The category chosen for the time report
5 Comment The comment added while adding the time
6 Files Attached The files attached in the time report
7 Edit Time Click to edit the time report
8 Delete Time Click to delete the time report
9 Go Back Click to go back to the time report page

23. To edit the added Time, click on the 'Edit Time' button present in the View Time page as shown in Figure 22.

Figure 22
Figure 22
    For a specific Team, the 'Edit Time' button in the view Time Report page will only appear if 'View/Edit' permission is given to the user for Time Report.

24. Upon doing so, the Edit Time page will appear as shown in Figure 23. Edit the details as per your requirement and click on the 'Save' button to save the changes.

Figure 23
Figure 23

25. To delete the added Time, click on the 'Delete' button present in the View Time page as shown in Figure 24.

Figure 24
Figure 24
    For a specific Team, the 'Delete Time' button in the view Time Report page will not be available to any of the Team users except the Admin of that Team.

26. Upon doing so, you shall see a pop-up window to confirm before deletion. Click on the 'Confirm' button as shown in Figure 25 and the said Time will be deleted.

Figure 25
Figure 25

27. To Filter Time Reports, click on the 'Filter ' Text box as shown in Figure 26.

Figure 26
Figure 26

28. Upon doing so, the Time Report page will display the fields for filtering as shown in Figure 27. Each step shown in Figure 27 is explained in the below table.

Figure 27
Figure 27
Sl. No. Name Description
1 Title Enter any item title to be filtered
2 Toggle Up Click to hide all the filter fields
3 Users Filter time report by choosing different users from the drop-down menu to track their time. This option is not available for the Private team
4 Contact Filter time report by choosing a contact from the drop-down menu
5 From Filter time report by entering a start date
6 To Filter time report by entering a target date
7 Search Click to see the filtered result
8 Reset Click to clear all the search parameters

 

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