How do I create a timesheet using template?

Updated on October 28, 2021 06:48AM by Admin

  • Log in and access the Timesheets App from your universal navigation menu bar.
  • Customize Timesheets App settings to create a new template.
  • Click on “Create” and choose “From Timesheet Template” from the left navigation panel.
  • Select the template you would like to create a timesheet.
Create From Template
  • Once the Template is selected, the template will update the Task & Hours as per the selected template customization.
Tasks & hours
  • Fill in the following information:
  • Customer – Start typing in the field, it auto-populates the existing customer or create a new customer.
  • Period - The Start date and End date.
  • Click on the “+” button to add more tasks, if needed.
  • Click on the “Create & Submit” button to complete.
  • A timesheet will get created.

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