How do I configure Create Flow for creating Timesheet from Single Project?

Updated on October 14, 2020 06:35AM by Admin

The Timesheets App of Apptivo allows you to configure the creation of timesheets from projects. You can configure either to create timesheets from a single project or from multiple projects. Let’s walk through the steps to create timesheets from a single project.

Steps to configure flow

  • Log in and access the Timesheets App from your universal navigation menu bar.
  • Click on the "More(...)" icon and select "Settings" located at the App Header.
Timesheets App

  • Click on “Create Flow” under the "Timesheets" dropdown in the left navigation panel.
  • The Create Flow page will come into view.
  • Here, enable the toggle for Create timesheet from project and select the Single Project radio button.
  • The changes are saved automatically.

  • Now, select Create → From Project on the home page or any views in the Timesheets App.
Create Button

  • The Create From Project page appears. On this page, you have to record the project name.
  • Also, you can add the information related to your project including the period and customer.
  • In the Tasks & Hours section, you can add the tasks associated with the project. This will be added from the Projects App. If needed, you can also create and add new tasks.
  • Once the tasks are added, you can add the hours employed.
Create From Project

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