Workflow - Time Tracking

Workflow - Time Tracking

Time Tracking Overview

<Description>

 

Viewing Time Tracking Information

Learn where you can view Time Tracking information from within the client record.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 19, 2018)

 

Using Time Ticker

Learn how to use the Time Ticker to track the time it takes to perform tasks for a client.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 19, 2018)

 

Recording Time

  • Diary Events

    Learn how time is recorded when using Diary Events.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 19, 2018)

  • File Notes 

    Learn how time is recorded when creating a File Note.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 19, 2018)

  • Tasks

    Learn how to use the Task Time Ticker feature to record how long it takes to perform a task for a client.

    • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Feb 19, 2018)
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