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Allowing standard tasks in timesheets
Allowing standard tasks in timesheets

Allowing staff to log time against company wide standard tasks

Updated over a month ago

Edition: Professional, Business, Enterprise

User-level: All user levels.

Previous steps:

Standard tasks are set up by the Synergy Administrator to describe the standard list of tasks or work that staff normally complete for each project. They are a crucial part of timesheets to enable management to track where staff's time is being spent outside of the delegated tasks.


How to enable them:

At the far right of any given stage, you will find a 'pencil' to edit the stages settings. Within the stage settings, there is a restrict to specific tasks option.

  • If unchecked, this option allows staff to enter in their timesheets both the custom tasks entered in this work breakdown, and the standard timesheet tasks.

  • If checked, then staff can only enter in their timesheets the custom tasks entered in this work breakdown.


Where to next?

N/A?

What other features does this relate to?

Timesheets?

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