When configured, the metadata allows the system to automatically set the category for any time tracking record by using the associated task category metadata in the following way.
To configure default time tracking for task categories:
| 1. | From the user modules bar, click Tasks. |
The Task Manager dashboard opens.
| 2. | Click Add. |
The Workspace Selector list displays.
| 3. | Select a Workspace and click GO. |
The New Task form opens.
| 4. | Select a Category. |
TIP: Select a Category before you click Start Timer. Each time you start the time tracker, a new record is created. If you click Start Timer before you select a Category, the record is created with no associated category. Additionally, you cannot save the new task until a category has been selected. If you start the timer before you select a Category, then after you select a Category and Save, you must then start the timer again.
| 5. | Complete the remaining necessary fields. |
| 6. | Click Save. |
| 7. | In the Action Center, click Start Timer. |
The timer begins for the newly created task.
To view the time tracker dashboard:
| • | From the user modules bar, click Time Tracker. You may need to click View > Time Tracker. |
The Time Tracker dashboard displays.