Adding work orders with a timesheet

This procedure describes how to add work orders and related tasks to the Timesheet tab, and how to process and approve work order tasks.

Content of the instructions:

1. Add a assignment to a Timesheet

2. Creating time entries for a work order task

3. Add a new work order task to an existing work order

4. Approval of work order tasks

1. Add a assignment to a Timesheet

1. On the Timesheet tab, in the lower-left corner, select + Add.

2. Select Add Assignment.

3. Select the desired customer from the list and Projekti. You will now see all work orders for the selected project.

4. You can also search for a customer, project or work order by typing the search terms in the search field.

5. Click on the desired work order to see the tasks that are included in it.

6. To move Tehtävä to the Timesheet view, press the + Add button on the right side of the work order line.

The selected work order task has now been added to the Timesheet. You can close the Add Tasks window.

2. Creating time entries for a assignment task

• You can now make hour entries for a work order task in the same way as for other Timesheet tasks.

• If necessary, add descriptions and more detailed information to the entry.

3. Add a new assignment task to an existing assignment

• On the right side of an existing work order line, select + Task.

• You'll only see the work orders for that customer and the tasks associated with them.

• By clicking on the desired task, you add it to the Timesheet tab.

4. Approval of work order tasks

• You can approve individual actions on a work order by clicking on the number of actions and marking them as completed.

• All work order actions can also be approved at once by selecting Complete.