Customizing Workflow: Adding and Editing Time Tracker Categories
Tracking Time can be a very important part of your business acumen, but tracking the time is only part of it. You also need to make sure that tracked time is allocated appropriately. This can be accomplished by configuring Time Tracking categories to match your business needs. This topic provides details on how to configure time tracking in your ClientSpace installation.
To configure Time Tracking categories:
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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 > Advanced > 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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