Contextual Feedback on Time Captis Web App
In a new release to Time Captis, the system’s contextual feedback has been added for a better user experience. Currently, this is handled when a user has no records available in a particular category.
Track Your Productive Time with the Time Captis
Feb 27, 2021
Track your productive time in Time Captis. 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 Time Captis 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 | Export To Excel |
Click to export the time report |
| 4 | Add Time |
Click to add time |
| 5 | 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 |
| 6 | Total Hour(s) |
The total time added in the time report |
| 7 | Category |
The category chosen for the added time |
| 8 | Is Billable? |
Whether the added time is billable or not |
| 9 | Comment |
The comment added while adding time |
| 10 | Total Time |
The total time entered while adding time |
| 11 | Contact Name |
The contact name added in the item for which the time is added |
| 12 | Date |
The date on which the time is added |
| 13 | Time Spent Pie Chart |
The pie chart showing the total time spent for the last 30 days |
| 14 | Time Spent Graph |
The graph showing the total time spent for the last 30 days |
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 export Time Report, click on the 'Export to Excel' button as shown in Figure 12.
14. To add a Time, click on the 'Add Time' button appearing on the Time Report page as shown in Figure 13.
15. 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 14. Choose the item for which you want to add Time. Each step shown in Figure 14 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 14. Upon doing so you can see your recently added Time appearing in the Time Report page for the date you have added.
16. To view a particular added time, click on the said time as shown in Figure 15.
| 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. |
17. Upon doing so, the View Time page will appear as shown in Figure 16. Each step shown in Figure 16 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 | Edit Time |
Click to edit the time report |
| 7 | Delete Time |
Click to delete the time report |
| 8 | Go Back |
Click to go back to the time report page |
18. To edit the added Time, click on the 'Edit Time' button present in the View Time page as shown in Figure 17.
| 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. |
19. Upon doing so, the Edit Time page will appear as shown in Figure 18. Edit the details as per your requirement and click on the 'Save' button to save the changes.
20. To delete the added Time, click on the 'Delete' button present in the View Time page as shown in Figure 19.
| 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. |
21. Upon doing so, you shall see a pop-up window to confirm before deletion. Click on the 'Confirm' button as shown in Figure 20 and the said Time will be deleted.
22. To Filter Time Reports, click on the 'Filter ' Text box as shown in Figure 21.
23. Upon doing so, the Time Report page will display the fields for filtering as shown in Figure 22. Each step shown in Figure 22 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 |
