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Categories Tasks & Workflow
Created by David Martinelli
Created on May 23, 2025

New tasks list - timesheets tab

On the new tasks list, on the side panel, it would be great and useful to have a 'Timesheet' tab added so controllers can check how much time has been spent on the task, by whom and the last time when time was logged on a task

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  • David Martinelli
    Jun 6, 2025

    Hi James,


    Thank you for your reply. In addition to this, maybe a 'task audit trail' tab could be as useful in the task side panel. At present, you can check the Timeline of all what has happened with the client on the client record. I feel it could be useful that all info and updates related to a task, could appear on an audit trail task, i.e. emails sent, time logged, status of tasks status changed. subtasks status changed etc. Maybe it would be a bit overkill visually to see this info appear within the side panel view. However, if maybe a new window opened when clicking on it, that could maybe work. Just an idea! :-)

  • Admin
    James Reilly
    Jun 2, 2025

    Hi @Guest , @Guest - Thanks for your submission, a few good ideas here. While not on the immediate roadmap we will certainly consider this as we work through some adjacent functionality (we are currently looking at improving our time and fees functionality and have just launched the new task list) - I will keep you posted if we can get to this within the projects.

  • Guest
    May 29, 2025

    In addition to this and on the reverse what would also be helpful is the ability to add a progress note to the time sheet log.