Working with Notes

A note can be added to a time entry once the entry has been saved. When synced with TimeTrack, If the note is longer than 50 characters, the first 50 characters are displayed in the Description field and the entire text is also added to the Notes field. If the note is 50 characters or less, the note text is only added to the Description field and no note will be created. See Icons and Indicators for icon images.

Add a Note

A time entry note can be added if the time entry has not been submitted.

1. You can add a note:

   • From the Time Entry window after you select Save Options and then Save.

   • You can add a note to a time entry in one of the following methods:
     On the web, from the time entry ellipsis or, in the Time mobile app, select the time entry.

     • Select Add Note.

     • Select Edit Time/Entry, and in the Time Entry window, click the Add Note icon.

2. Enter the note text.

3. Select the Save icon.

4. If a time entry has a note attached, an indicator is displayed in the transaction.

   • On the web version, a blue triangle indicator icon displays.

   • In the Time mobile app, a filled note icon displays.

Edit a Note

A time entry note can be edited if the time entry has not been submitted.

1. You can edit a time entry note in one of the following methods:
   On the web, from the time entry ellipsis or, from the Time mobile app, select the time entry.

   • Select Edit Note.

   • Select Edit Time/Entry, and in the Time Entry window, click the View Note icon. 

2. Edit the note text.

3. Select the Save icon.

Viewing a Note

You can view a time entry note in one of the following methods from the time entry ellipsis.

Submitted Time Entry

1. You can view a note on the web, from the time entry ellipsis, or in the Time mobile app, select the time entry.

2. Select View Note.

3. Select Close to close the note window.

Unsubmitted Time Entry

1. You can view a note for an unsubmitted time entry in one of the following ways:
   On the web, from the time entry ellipsis, or from the Time mobile app, select the time entry:

   • Select View Note.

   • Select Edit Note, and in the time entry window, select the View Note icon.

2. You can edit the note if needed. Select Save or Cancel to close the window.

Delete a Note

A time entry note can be deleted if the time entry has not been submitted.

1. You can edit a time entry note in one of the following methods.
   From the vertical ellipsis for the time entry or, from the mobile app, select the time entry:

   • Select Delete Note.

   • Select Edit Time/Entry, and in the Time Entry window, click the Delete Note icon.

2. Select Yes in the confirmation window.

3. Select the Save icon.