Overview

The Worklog attributes feature allows you to mark your worklogs with some specific information. Worklog attributes can be used to organize the worklogs, get reports with the specific filter and group combinations.

Worklog attributes can help you to manage a big team, that works on multiple projects for multiple clients. You can easily create invoicing based on the worklog attributes that relate to a specific customer for example by creating a “Customer A” attribute.

Worklog attributes can be managed on the worklogs tab. To see the list of existing attributes and manage them, please open this tab from the left navigation. You will see the worklog attribute section with the list of work log attributes.

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Currently, there is a toggle and checkbox worklog attribute types. There is a system attribute that is called “Billable”. It is used to tag your work logs as billable or non-billable to separate your client work from internal work. Read more about billable hours

Rather see it in a video? Watch our tutorial

How to manage worklog attributes?

In the Worklog attributes section you can manage the list of worklog attributes, available in your organization. You can create new attributes and manage existing.

Timesheet Builder: Custom Worklog Attributes | Configuration | ActonicPreview

Currently there are following worklog attribute types:

1. Checkbox

2. Toggle

3. Select list

Checkbox or toggle can be used to create simple worklog attributes such as "Overtime" or "Night shifts" to show result as YES or NO.

If you need more complex logic and your workflow requires tracking time allocated to a client or viewing the number of hours logged at a certain stage of a project, you may want to try the select list type.

How to add new worklog attribute?

Timesheet Builder: Custom Worklog Attributes | Adding a new worklog | ActonicPreview

To add a new worklog attribute please click on the Add attribute button.

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You will see modal dialog, where you can put title of new attribute and choose its type.
Type can be chosen by clicking on the Attribute type field and selecting the desired option.

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Adding toggle or checkbox

By the default toggle and checkbox worklog attributes have two options: Yes and No. These options cannot be changed. You can select default option, which will appear for users as preselected, by clicking on desired option. Default option is highlighted blue.

To create attribute, click on Create or to stop creation process without saving, click on Cancel.

Adding a select list

To create a select list, please choose Select from the drop down. You will see “+ Add option” button. Click on it to start adding options to your list.

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You will get an input field where you can add your text. You can click “+ Add option“ button multiple times to get as many options in the list as you need.

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To remove an option click on recycle bin. To move an option up or down in the list use 6 dots icon on the left side and drag-and-drop options to change their order according to your needs. Options will be shown to users in the order you select here in the configuration.

To create attribute, click on Create or to stop creation process without saving, click on Cancel.

How to edit existing worklog attribute?

To edit an existing worklog attribute, please click on pencil icon near desired attribute.

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On the opened dialog you can change title or choose another default option.

How to delete a worklog attribute?

To delete a worklog attribute, please click on the recycle bin icon near desired worklog attribute.

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To confirm your action, please click on Delete on opened dialog. To close the dialog, please click on Cancel.