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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.

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 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.

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 export Time Report, click on the 'Export to Excel' button as shown in Figure 12.

Figure 12
Figure 12

14. To add a Time, click on the 'Add Time' button appearing on the Time Report page as shown in Figure 13.

Figure 13
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.

Figure 14
Figure 14
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.

Figure 15
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.

Figure 16
Figure 16
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.

Figure 17
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.

Figure 18
Figure 18

20. To delete the added Time, click on the 'Delete' button present in the View Time page as shown in Figure 19.

Figure 19
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.

Figure 20
Figure 20

22. To Filter Time Reports, click on the 'Filter ' Text box as shown in Figure 21.

Figure 21
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.

Figure 22
Figure 22
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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