This video is divided into chapters, to skip directly to the section for Adding Notes, click here
In Hubstaff we have an “add note” function that provides the user the option to give more details on tasks or projects that they working on. You can add details such as client numbers, codes, incident numbers, request IDs, ticket numbers, and any supplemental data that would help on the task.
These can be added on time tracker, or add them manually via different sections of the web dashboard.
Table of Contents
- Adding Notes in the Hubstaff App
- Adding Notes to tasks in the Hubstaff App
- Adding Notes in the Activity Section
- Viewing Notes in the Activity Section
- Viewing Notes in the Reporting Section
- Viewing Notes in the Timesheets Section
Adding Notes in the Hubstaff App
Step 1
Once you have started tracking time to a project, click Add note.
Step 2
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 Hubstaff App
Step 1
Once you have started tracking time to a task, click Add Note and input the desired details.
Step 2
Enter your desired note.
Adding Notes in Your Activity Section
Step 1
Navigate to the Activity -> Screenshots section. Click the pencil icon at the bottom of the segment of time you wish to add the work note for.
Step 2
Click on the Add note button.
Step 3
Enter your note into the modal box that appears and click Save.
This feature gives workers the option to add a description to their screenshot and give more detail surrounding each 10-minute segment of time.
A user can add multiple notes for each segment of time, Hubstaff does not limit the amount of notes that can be added.
Viewing Notes in Your Activity Page
After a note has been added, clicking on the pencil icon will display a dialog box containing the note. Users can edit their notes from this screen if needed.
At the top of the Activities screen, you will also see a button labeled All notes.
When this button is clicked, it will launch a pop-up screen that contains all notes for the selected user for the nominated day.
Viewing Notes in the Reports Section
Step 1
Click Reports on the left sidebar then select the Time & Activities tab. Work notes will be displayed in the Notes column, as shown below.
Viewing Notes in the Timesheets Section
Step 1
Click Timesheets on the left sidebar.
Step 2
Under Timesheets, choose Vue & edit tab.
Click on the Daily view.
