How do I create a new template for timesheet?

Updated on August 10, 2020 04:52AM by Admin

You are allowed to create a new template, which is a pre-designed timesheet that you can use, to create timesheets quickly.

Steps to Create a New Template

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

  • Click on "Timesheet Templates" under Timesheet Templates drop down from the left navigation panel.

  • The Timesheet Templates page will be displayed as shown:
  • Click on the “Create” button to create a new template and specify:
    • Name – Name of the template.
    • Task – Name of the Task.
    • Add hours spent on each task accumulating a total number of hours at the bottom of the timesheet.
    • Click on the “+” button to add more tasks, if needed.
Create Template

  • Click on the “Create” button. A new template is created.
Template Created

  • You can update the timesheet template by clicking on the “Edit” icon if needed. The selected template with listed in the Template dropdown when you create a timesheet from the template.

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