Adding and Editing Time Tracker Categories
Tracking time helps you see where your team spends its effort, but recording the time is only part of it. You also need to make sure that tracked time is assigned to the right category. You can do this by setting up Time Tracker categories that match your business needs. This topic explains how to add and edit Time Tracker categories in your ClientSpace installation.
Note: Global Administrators should configure an overall default time tracking category that is appropriate for their installation. This ensures that when a category cannot be determined from a dataform, task, or other defaulting logic, time records will automatically fall back to the configured default category rather than requiring manual correction.
To configure Time Tracking categories:
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1.
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First, determine if the appropriate Category Groups have been configured for your environment. Go to System Admin  > Lookups.
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The Lookups dashboard opens.
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Click More and for Group, select Time Tracker Category and click Search. |
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Review the lookup list and if required, add any additional time tracker groups you need. |
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Go to System Admin > Lookups > Time Tracker Categories.
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The Time Tracker Categories dashboard opens.
The Time Tracker Categories form opens.
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Provide a Category Name and select an appropriate Category Group. |
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Continue until all Time Tracker Categories have been configured. |
To verify your new categories:
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Open a case, task, or workspace. |
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Verify your new categories by adding a time tracker record and reviewing the Time Tracker Categories list. |
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