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How to Automatically Populate Your Timesheet

September 20, 2019 15:55
Updated

To pre-populate your timesheet, you can set up a series of recurring completed activities.

1. Navigate to the Activity screen and fill out the appropriate information. (Please refer to Calendar & Scheduling for more information on Activities.)

2. Mark the Activity as Complete by placing a check mark in the Completed field.

3. Navigate to the Calendar tab and click the Add / Edit Recurrence Options button.

4. Fill out information regarding the recurring activity as appropriate:

Figure: Recurring Appointment Setup

5. Click the Generate Recurrences button.

6. Click the Save icon to save your changes.

7. The timesheet of the User identified in the Assigned To field will be populated with the recurring activities.

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