Auto-Create Timecard for Events, Tasks, and Notes

You can auto-create a timecard while adding your events, tasks, and notes, ensuring that you record time for those billable activities.

Auto-Create Timecard for Calendar Events

To automatically create a timecard while adding an event:

1. Add an event from Quick Action, Matter Details or Calendar.
   
2. From the billing status drop-down, select Billable.
3. Check the box to Create automated timecard for this event.
4. To record time for the task, from the drop-down, select the Event Owner.
   This will create a timecard based on the event duration and the event owner’s rate level once you click Save.
5. The list of timecards will display the timecard for the event with an icon.

Auto-Create Timecard for Tasks

To automatically create a timecard while adding a task:

1. Add a task from Quick Action, Practice, Matter Details or Calendar.
   
2. From the billing status drop-down, select Billable.
3. Check the box to Create timecard for this task.
   When checked, new fields for primary assignee and time billed will display below.
4. From the drop-down, select the Primary Assignee.
5. In the time billed field, enter the time spent on the task.
   This will create a timecard based on the primary assignee’s rate level once you save the task.
6. The list of timecards will display the timecard for the task with an icon.

Auto-Create Timecard for Notes

To automatically create a timecard while adding a note:

1. Add a note from Quick Action, Matters, Practice, or Calendar.
   
2. From the billing status drop-down, select Billable.
3. Check the box to Create timecard for this note.
   When checked, new fields for timekeeper and time billed will display below.
4. From the timekeeper drop-down, select the Timekeeper.
5. In the time billed field, enter the time spent on the note.
   This will create a timecard based on the timekeeper’s rate level once you save the note.
6. The list of timecards will display the timecard for the note with an icon.