Vision Insight
Home MenuTime Tracking
Type of Categories |
Examples |
|---|---|
| Billable | Client work Client meetings Internal meetings related to client projets |
| Customer Non - Billable |
Client handed off to support, but request being fulfilled outside of scope or project |
| Pre-Sales | Support Sales team answering questions |
| Internal Project |
MTI Documentation creation |
| PTO/Holiday | Days off Holidays Sick Days |
| Pers Dev/Training |
Weekly PM training Lunch & learns |
| Admin | Misc task updating Checking Email |
Steps:
After completing the task, pause the timer
On the dropdown, click on the add entry button
Click on the category dropdown, and select the option that applies to your task (see the table at the top for examples)
The entry should also include a short description if the title of the task is not descriptive enough