Use the Work Log feature
- Oksana Vishchuk
- Damian Rozmiarkowski
Introduction
This article concerns the Work Log feature, to which additional charges may apply. Please contact our Support or your Regional Growth Manager for more information.
Work Log is the time-tracking functionality of the Home Portal, which helps you analyze your efforts and improve your efficiency. All of the data obtained by this function is used for report creation and analysis. Work Log allows associating the work hours with jobs, projects, or clients. It allows you to see how many hours were spent on a specific job, project, or client.
To enable the Work Log feature, go to the Configuration menu → User Management → Work Log and check the Time Tracking Enabled box.
To learn how to configure this feature, see the Configure the Work Log feature for Home Portal users article.
When enabled, the Work Log function is displayed in the top menu bar.
To learn how to configure this feature, see the Configure the Work Log feature for Home Portal users article.
How to use the Work Log feature
I. Log your work
Sign in to the XTRF Home Portal.
On the top menu bar, click the icon. A drop-down menu will expand.
(For automatic time logging) Select one of the activities. The work Log has started, and the time is being tracked. To see more details, select the Show Work Log option. You will be directed to your Timesheet, where you can log other activities for different dates (see step 5 below).
(For manual time logging) Click on the activity you want to log the time for. You will be directed to the Work Log page, where the Log Work pop-up window appears.
You can select another activity from the Activity drop-down list.
(Optional) Provide a description.
Enter the Time spent on the activity.
Click the Log Work button.
You will be directed to your Timesheet, where you can log other activities for different dates:
Select the desired date.
Click the Log Work button.
Provide the information as described in step 4 above.
To access the Work Log page, you can also click the Show Work Log button at the top of the Work Log menu.
The available activities are user group-related. To learn more about assigning activities to user groups, see the https://help.xtm.cloud/xtrf/home-portal/configuration-menu/en/user-group-settings-tab.html article.
II. Manage the Work Log entries
To make changes to the previous Work Log entries, perform the following steps:
On the top menu bar, click the icon.
Click the Show Work Log button at the top of the Work Log menu. You will be directed to your Timesheet.
Select the desired date at the top of the page.
Locate the desired activity.
To edit the amount of work time for a specific activity, click on the corresponding field in the Time column. Provide the necessary changes and click the icon to confirm.
To add or change a description to the Work log entry, click the icon, then the Edit button. The Log Work pop-up appears, where you can provide a description and change the time logged for this activity. To confirm the changes, click the Log Work button.
To delete an entry, click the icon, then the Delete button. Confirm the deletion in a pop-up.
III. Check the Work Log reports
The main purpose of time tracking on the Home Portal is to gather data for analysis. The data is collected automatically so that you can create a Work Log report anytime.
To do so, perform the following steps:
Go to the Reports module → Business Reports tab.
Use the Name filter to locate the Work Log reports.
Click one of the icons in the right column to generate different views of data:
icon to display the data in a table.
icon to display the data in a printer-friendly format.
icon to download the data in a CSV file.
If you want to display data in a chart, click the icon, go to the Chart Settings tab, click on the desired chart type, and save the changes.
To learn how to create or edit a business report, see the Create a business report guide. To learn more about reports in XTRF, see the Reports module article.