Track time and work

The Worksheets module is a practical tool for recording work activities and tracking time spent on tasks. It helps you see who worked on what, when the work was performed, how many hours were logged, and whether the activity was approved or chargeable.

Worksheets are especially useful for teams that need a clear overview of work performed across tasks, projects, customers, or other business activities. By keeping time entries in one place, managers and team members can review workload, prepare reports, and use the recorded work as a basis for follow-up actions such as billing or internal evaluation.

Where to find worksheets

In the left menu, go to Projects → Worksheets.

The default Worksheets view shows registered work activities. Each activity can include information such as the worker, related task, activity type, worked hours, day of work, description, approval status, and whether the work is chargeable.

What you can track

Worksheet activities are used to record concrete work performed by users. A typical entry can include:

• Worker - the user who performed the work.
• Task - the task the activity is related to.
• Type - the type/category of activity.
• Day - the date when the work was performed.
• Worked hours - the number of hours spent on the activity.
• Description - additional details about the performed work.
• Approved - whether the activity has been approved.
• Is chargeable - whether the work can be charged or used for billing-related workflows.

Filtering and grouping activities

The Worksheets module provides several options for narrowing down and organizing entries.

Filter by worker

Use the worker filter to show activities performed by one or more selected users.

Filter by period

Use the period filter to focus on a specific timeframe, such as today, yesterday, the last 7 days, the last 14 days, this month, last month, this year, or last year.

Group entries

Worksheet entries can be grouped by task, customer, activity type, project, deal, worker, month, or day. Grouping is useful when you want summarized views instead of a detailed list of individual entries.

Search activities

The table search and column filters help you find specific worksheet entries quickly, for example by task, worker, activity type, or other visible table data.

You can combine multiple filters and grouping options to create more focused views of your work activities.

Tips

Use the period filter regularly to review recent work, such as activities from this week or this month.

Group by worker when you want to compare workload across team members.

Group by task or project when you need to understand how much effort was spent on a specific piece of work.

Keep descriptions clear and concise so that reports remain useful later.

Common mistakes

Leaving worked hours empty or incorrect can make reports and summaries unreliable.

Forgetting to select the correct task can make it harder to understand which project or customer the activity belongs to.

Not reviewing approval status regularly may cause unfinished or unverified entries to remain in reports.

Summary

Topic	Summary
Purpose	Track work activities and time spent on tasks.
Main entry data	Worker, task, activity type, date, worked hours, description, approval, and chargeable status.
Filtering	Filter by period and worker, and use search/column filters to find specific entries.
Grouping	Group activities by task, customer, type, project, deal, worker, month, or day.
Reporting value	Helps review workload, performance, billing inputs, and project/task effort.

How to

For instructions on creating a new worksheet entry, see the step-by-step guide in this section.