Timesheet Automation Workflows

Automate small but repetitive timesheet housekeeping — carrying notes through to task lines and handling non-billable time.

Timesheet Triggers

• Timesheet Created - | Event | A timesheet entry is created or updated.

Note: There is currently no recurring/daily timer trigger for timesheets. Timesheet automations run from the Timesheet Created event only.

Timesheet Conditions

Common timesheet fields to filter on:

• Billable length, linked task, and notes - Fields on the timesheet entry. For example, only act when the entry has a note, or only on non-billable entries.

Timesheet Actions

• Add Timesheet Note to Project Task Line - appends the timesheet's note onto the description of its linked project task line (on a new line). Only acts when the entry has a linked task line and a note. No settings.
• Set Timesheet Billable Length to Zero - marks the entry as non-billable (sets its billable length to 0). No settings.
• Send Timesheet Email - Emails a notification to the Timesheet User or internal contact.

Automation Library Timesheet Templates

There are no pre-built Library templates for timesheets yet, but the triggers and actions above are fully available when you build your own workflow (Workflows → Add Workflow).

Example timesheet custom workflows:

• Carry notes through to the job - Timesheet Created → Add Timesheet Note to Project Task Line, so context entered on time logs shows up against the task.
• Auto-flag certain time as non-billable - Timesheet Created, with a condition that identifies the entries you don't bill → Set Timesheet Billable Length to Zero.

Timesheet Workflow Tips

• Except for send timesheet email, both timesheet actions act on the entry that triggered them and have no settings, so these workflows are ready immediately once built, just add a condition if you only want them to apply to some entries.