How do I create a timesheet using template?

• 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.

• Once the Template is selected, the template will update the Task & Hours as per the selected template customization.

• 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.

Related Links

• Creating a new timesheet template

• Creating timesheet from another timesheet

• Creating timesheet from Project