Track Your Productive Time with the TimeCaptis

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.

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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.

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.

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.

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.

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

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.

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.

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

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.

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

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.

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.

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.

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.

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

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.

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.

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.

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.

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

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.

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

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