Create An Account in Time Captis
Learn how to create an account in Time Captis and to get started with all its time saving features.
Track Your Productive Time with the Time Captis
Dec 19, 2020 TUTORIAL
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 appearing on the sidebar menu.
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 all the categories according to 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 | Category |
The category name according to the team |
| 3 | Team Name |
The name of the team for which category name is displaying |
| 4 | Delete Category |
Click to delete the category which will only appear for the private team. For a specific team, the delete category button will not appear to any of the team users except the admin |
| 5 | Shared Team Name |
The name of the shared team for which category name is displaying |
8. To delete a category, click on the 'Delete' button as shown in Figure 7.
9. 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 8. Then by clicking on the 'Proceed' button, the selected category will be deleted.
10. To return to the home page of Time Report, click on the 'List View' button appearing on the category page as shown in Figure 9.
11. To export Time Report, click on the 'Export to Excel' button as shown in Figure 10.
12. To add a Time, click on the 'Add Time' button appearing on the Time Report page as shown in Figure 11.
13. 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 12. Choose the item for which you want to add Time. Each step shown in Figure 12 is explained in the below table.
| Sl. No. | Name | Type | Description |
|---|---|---|---|
| 1 | Share |
Required | The private team will be auto-selected as a team. But, you can choose the team from the drop-down menu |
| 2 | 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 |
| 3 | Date |
Required | The current date will auto-populate here. However, you can still edit the date |
| 4 | Total Time |
Required | Enter the total time taken in hour(s) |
| 5 | Category |
Required | Choose a category from the drop-down menu which are appearing according to the team chosen |
| 6 | Is Billable? |
Required | Choose whether the adding time is billable or not |
| 7 | Add a Comment |
Optional | Add a comment (if any) |
| 8 | Attach Files |
Optional | Choose and upload file from your system |
Once you are done with, click on the ‘Save‘ button as shown in Figure 12. Upon doing so you can see your recently added Time appearing in the Time Report page for the date you have added.
14. To view a particular added time, click on the said time as shown in Figure 13.
| 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. |
15. Upon doing so, the View Time page will appear as shown in Figure 14. Each step shown in Figure 14 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 |
16. To edit the added Time, click on the 'Edit Time' button present in the View Time page as shown in Figure 15.
| 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. |
17. Upon doing so, the Edit Time page will appear as shown in Figure 16. Edit the details as per your requirement and click on the 'Save' button to save the changes.
18. To delete the added Time, click on the 'Delete' button present in the View Time page as shown in Figure 17.
| 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. |
19. Upon doing so, you shall see a pop-up window to confirm before deletion. Click on the 'Confirm' button as shown in Figure 18 and the said Time will be deleted.
20. To Filter Time Reports, click on the 'Filter ' Text box as shown in Figure 19.
21. Upon doing so, the Time Report page will display the fields for filtering as shown in Figure 20. Each step shown in Figure 20 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 | Share |
Filter time reports by choosing a team from the drop-down menu |
| 4 | Contact |
Filter time reports by choosing a contact from the drop-down menu |
| 5 | From |
Filter time reports by entering a start date |
| 6 | To |
Filter time reports by entering a target date |
| 7 | Search |
Click to see the filtered result |
| 8 | Reset |
Click to clear all the search parameters |
