Add Notes in Workstatus

While tracking time, users can add work notes, which lets them provide more details about the tasks or projects they working on. They can add details such as client numbers, codes, incident numbers, request IDs, ticket numbers, and any supplementary information about the task.

Work notes can be extracted via Reports sections to help owners and managers collect the recorded note data.

These can be added to the time tracker, or add them manually via different sections of the web dashboard.

Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/

Table of Contents

Adding Notes in the Desktop App
Adding Notes from workstatus web app for manual time entries
Viewing Notes in the Timesheets Section

Adding Notes in the Desktop App

Once you have started tracking time to a project, click Add note , Enter your notes and then click on Add note.

After clicking on Add note, your note will be added to the current 10-minute block of time.

Adding Notes to tasks in the Workstatus web App for manual time entries

Once you have started tracking time to a task, click Add Note and input the desired details , Enter your desired note.

Please note it is not possible to add a note from the desktop app unless you are tracking time.

Viewing Notes in the Timesheets Section

STEP 1

Navigate to Timesheets > View & Edit .

STEP 2

Click on the [ ⋮ ] button on the right side of any timesheet and then click on the “View Timesheet” option.

STEP 3

Work notes will appear on the “View timesheet” popup.

Updated on: 25/10/2024