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Idea for Timesheet - Filter out Completed Tasks

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Level 4

I do not have access to the innovations page so I a going to share an idea here. We have been using timesheets for 4 to 5 months now and my team has voiced an interest to be able to remove tasks from their timesheet that are completed.

Currently timesheets are generated two weeks ahead of the day the timesheet would start. For us that means the current week timesheet could include tasks that were completed the previous week.

We feel the best solution would be to add a filter on the timesheet to only reflect tasks that are not completed. In essence then if they completed a task the previous week or the current week for that matter they could hide those tasks and only see the tasks that should have started and are not yet completed. The total hours for each day would still aggregate the total hours for the day and would reflect tasks that had logged hours for tasks that were completed that week.

I m interested in hearing from others that use timesheets and when do you generate timesheets. Ultimately I think it would be good to generate timesheets immediately before the time period starts; for example the timesheet for the week starting 3/22/2020 would not be generated until sometime on 3/21/2020. I would think then the timesheet would truly only include tasks that still are not completed and targeted to start the upcoming week or already in progress. Even so the idea to add the filter would be a good addition in our opinion.

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4 Replies

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Community Advisor
https://experience.workfront.com/s/article/Timesheet-and-Hour-Preferences-in-the-new-Workfront-exper... under point 5 of the article I linked to above, there's a short blurb on some of the preferences your admin has the ability to set, one of them being to prepopulate the timesheet with tasks that have been completed -- as well as reasons why you might NOT want to do so. It's definitely possible, and I've confirmed that it works in my environment. Are you seeing problems with the functionality in your environment after your admin has switched it on? -skye

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Level 10
I think what Frank wants is the ability for the user to turn a filter on and off as needed, which I agree would be handy; our users complain about the same thing. For example, because of various user behavior issues and the way projects/tasks sometimes re-open suddenly, it was necessary for our instance to have completed tasks to linger for an additional pay period. Not doing so would create even worse hardships, so...is what it is and user timecards are sometimes quite lengthy as a result, cluttered with completed tasks. I might be inclined to put in an Idea Exchange now that Frank has reminded me about this and provided a clever idea, unless Skye or others have some other existing way around the issue? Kevin Quosig

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Community Advisor
thanks for the clarification, Kevin! I think overall, our hands are tied since timesheets are controlled by the set up the way they are. So if you want to put anything in the idea exchange to make it better, then please do. I did see three already in there that I liked: https://experience.workfront.com/s/idea/0870z000000PSeaAAG/detail https://experience.workfront.com/s/idea/0870z000000PSt5AAG/detail https://experience.workfront.com/s/idea/0870z000000PSBUAA4/detail (maybe one of these is similar enough to something you've been thinking of?) My pet favorites have to do with logging time inline. If we could just make it a report we could do away with so much. So for example, https://experience.workfront.com/s/idea/0870z000000PSgHAAW/detail https://experience.workfront.com/s/idea/0870z000000PSa6AAG/detail -skye

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Level 10
Great links...and various upvotes and comments from me! Folks should give a shout-out for their favorite(s) in this thread to gain tractions for ideas like these: "https://community.workfront.com/discussions/community-home/digestviewer/viewthread?MessageKey=23ade8f0-5e43-4d4c-8ced-3c97ed864d81&CommunityKey=aaafaff0-5e4e-4e38-8903-f1f990935567&tab=digestviewer#bm23ade8f0-5e43-4d4c-8ced-3c97ed864d81" Idea Exchange Promotion Thread Kevin Quosig