A note can be added to a time entry once the entry has been saved. When synced with TimeTrack, If the note is longer than 50 characters, the first 50 characters are displayed in the Description field and the entire text is also added to the Notes field. If the note is 50 characters or less, the note text is only added to the Description field and no note will be created. See Icons and Indicators for icon images.

Add a Note

A time entry note can be added if the time entry has not been submitted.

1. You can add a note:

   • From the Time Entry window after you select Save Options and then Save.

   • You can add a note to a time entry in one of the following methods from the time entry ellipsis:

     • Select Add Note.

     • Select Edit Time, and in the Time Entry window, click the Add Note icon.

2. Enter the note text.

3. Select the Save icon.

4. A blue triangle indicator icon displays next to the time entries that have a note added.

Edit a Note

A time entry note can be edited if the time entry has not been submitted.

1. You can edit a time entry note in one of the following methods from the time entry ellipsis:

   • Select Edit Note.

   • Select Edit Time, and in the Time Entry window, click the View Note icon. 

2. Edit the note text.

3. Select the Save icon.

Viewing a Note

You can view a time entry note in one of the following methods from the time entry ellipsis.

Submitted Time Entry

1. From the time entry ellipsis, select View Note.

2. Select Close to close the note window.

Unsubmitted Time Entry

1. From the time entry ellipsis, select one of the following:

   • Select View Note. Select Close to close the note window.

   • Select Edit Note, and in the time entry window, select the View Note icon.

2. You can edit the note if needed. Select Save or Cancel to close the note window.

Delete a Note

A time entry note can be deleted if the time entry has not been submitted.

1. You can edit a time entry note in one of the following methods from the vertical ellipsis for the time entry:

   • Select Delete Note.

   • Select Edit Time, and in the Time Entry window, click the Delete Note icon.

2. Select Yes in the confirmation window.

3. Select the Save icon.