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Sign InCreate Multiple Timesheets at Once & Timesheet Automations in OneDesk
Creating Multiple Timesheets at Once
There are several ways to create multiple timesheets at the same time, simply add a timesheet either by creating one from inside an item’s detail panel (through the timer or by manually adding one):
Through the “add” button at the top of the screen:
Or by selecting one or multiple items at once in their respective application, and choosing “Add timesheet” from the actions menu:
Once you select to create a timesheet, you will be brought to a screen like the following example:
At this screen, you can enter details about your timesheet such as the work performed and its percentage complete. You can expand the timesheet with the “expand” dropdown in the right-hand side to change more details, such as the status, start and finish date, and notes for the timesheet.
Toward the bottom of the screen there is an option to add another timesheet. Selecting this option will automatically create a second timesheet which you can fill out:
You can again choose what item your timesheet will be submitted under, and change any additional details. You can create as many timesheets as you wish by using the “add another timesheet” button.
You can also copy properties from one timesheet to another to save yourself time. To do this, hover over the field you wish to copy. An option to “copy to all” will appear. Select this to copy the field to all your timesheets automatically.
For example, if we have one task filled out already with 1 hour of work and another newly added with 0 hours, and we select to copy this 1 hour of work to all our other timesheets, we see that any other timesheets aside from our original will have 1 hour worked in their “work performed” heading:
Once you are done, press submit, and all your timesheets will be created and added to the designated items.
Automations for Timesheets
Timesheets can have automations run on them much like tickets, tasks, and projects can. To create automations for your timesheets, go to more applications -> administration -> timesheets under the user apps heading.
Scroll down to the workflow automations heading and select the create workflow automation button to create an automation which will apply to your timesheets. There are a variety of triggers and actions that you can apply to timesheets with the automation tool.
As an example, let’s create an automation which runs on timesheets containing a keyword “overtime”, such that when they are created, an automated message is sent explaining that overtime was needed to a management user in the company:
Click save and we can now enable or disable our automation, edit it further, or delete it entirely.