I have created a column called Customers. I have Time Tracking enabled. We provide managed services and I want to track the amount of time that we have spent on managed services tickets for a customer. I do not see a column type for my Customers columns in settings under the Time Tracking widget. I also only see People in the quick filters. I am trying to get the total amount of time spent for a particular customer for the month and the year. Can someone point me in the right way to get this done.
Is each of your customers a line item on that board? Or are they on a different board? Which product (CRM/Work Management, etc) and level (Pro/Enterprise) do you have?
Desiree - www.thecleverclovers.com
You can add a “Customers” column next to your Time Tracking column and filter by customer in a dashboard to see the total time. If you need more features, try the Smart Timer app.
Hi Chris, the best way to do that is probably by leverage subitems, rather than using time tracking column.
@Lantech You can generate detailed time tracking reports using the Screenful add-on and filter them by any of your columns. You can place the reports into the Monday dashoard, or schedule them to be emailed daily/weekly/monthly to the selected recipients.
It works with Monday’s native time tracking field, and you can track hours logged to a specific customer within the selected date range. You can learn more from this guide.