Prevent Time Logging on Personal Tasks | Community
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Heather_Kulbacki
Community Advisor
Community Advisor
December 8, 2022
Delivered

Prevent Time Logging on Personal Tasks

  • December 8, 2022
  • 14 replies
  • 2515 views

Description - Allow Admins to turn off the ability to track time on personal tasks - OR - allow admins to create a custom form with required fields that would be auto-attached to all personal tasks.

 

Why is this feature important to you - With our business model, we cross-charge the cost of actual hours from tasks back to our business partners. Since personal tasks do not sit within a project (which, for us, has a form containing the cross-charge information), we do not know where to bill that time. If we could prevent users from tracking time to those tasks, they would be forced to place their time in the appropriate bucket.

 

How would you like the feature to work - Ideally, logging time on personal tasks would be an option within setup - which could be unlocked for group admins to turn on or off within their group

 

Current Behaviour - users can track time to a task that does not sit within a project, therefore doesn't have the appropriate billing or cross-charge directive attached

14 replies

Doug_Den_Hoed__AtAppStore
Community Advisor
Community Advisor
September 10, 2024

 

Hi @madalyn_destafney,

 

If you'd like something even more specific than the search string @heather_kulbacki suggested, I invite you to consider excluding (or including) personal projects using the built in "Personal" property, as shown here under an Advanced Search (and available in any filter):

 

 

Regards,

Doug 

Heather_Kulbacki
Community Advisor
Community Advisor
September 10, 2024

Thanks @doug_den_hoed__atappstore ! I suspected there was something more specific, but only had time to test the first thing I found.

Madalyn_Destafney
Community Advisor
Community Advisor
September 11, 2024

@doug_den_hoed__atappstore aha, didn't know about that! Thank you!  
#themoreyouknow

If this helped you, please mark correct to help others : )
SarahWilkersonCA
Level 7
November 11, 2024

Either we need to a) allow to block users from logging time to personal tasks OR b) allow admins to turn off the ability for users to create personal tasks.

 

We log time but have many custom fields attached because we chargeback time.  So we can't have users log time to personal tasks that don't map anywhere.