4 Tips for Using LiquidPlanner’s Timesheets to Track Time
Tracking time is a necessity for many and a smart time management technique for everyone. While you’re knocking out those big items, don’t let pesky little details like updating your timesheet slip by unnoticed. I know what you’re thinking, “Great! One more thing to do!” Well, here’s a refresher on using LP features to make tracking your time easy.
Tip #1: Locate tasks using the Quick Filter
Do you ever find yourself scrolling down a really long list of tasks on your timesheet, only to find that the task you need is at the very bottom? The Quick Filter lets you narrow down your timesheet list to relevant items. Enter a term into the Quick Filter field and the results will match against the task, project sub-folder, package or client name. You can also access the Quick Filter from the Active Task view, calendar view and the Projects tab.
Tip #2: Track progress with timers
One of my favorite features is the timer. All you have to do is click the play button to let LP keep track of how much time you spend working on the task. When you’re finished, press the stop button and voila—an easy, accurate way to track your time
Another convenience is that the timer moves with you as you shift focus between tasks. When you start working on a separate task, hit the play button on the second task and LP will automatically stop time on the previous one.
If you have multiple active timers, you can click on the timer capsule at the top of your screen to see all of your open timers.
Note: Timers display accumulated time in the HH:MM format, starting at the one-minute mark.
Tip #3: Pin tasks to your Timesheet
The pin feature is handy for keeping specific tasks in your timesheet view that you need to see every week. A pinned task will remain in view every week until you unpin it.
I pin recurring tasks like checking email, attending meetings and answering support tickets. Pinning these to my timesheet reminds me to log my time every week.
The Pin feature is especially useful when the recurring tasks are assigned to a virtual member.
Tip #4: Categorize your time with Activity Codes
Activities are used to categorize logged hours as well as to designate whether the hours are billable or non-billable. You can set up rate sheets in LiquidPlanner to calculate dollar values for your billable and non-billable activities.
Here’s an example of how to associate an activity to a task. In this task, I’ve associated ‘Client Meetings – billable’ as the default activity via the tasks’ Edit Panel. The remaining effort for this task will now be classified as ‘Client Meetings—billable’ hours.
In some cases, you might work on a task that involves different types of activities. You can click the Add button to create a separate row in your timesheet and track time against a different activity.
Hopefully these tips save you a little time as you complete your timesheet!
Tell us how you track time using LP—what tricks have we missed?