Add task lines with a timesheet

This procedure walks you through how to add, delete, and copy task lines in the weekly view of the Timesheet.

Content of the instructions

1. Add a task bar

2. Copying the previous week’s template

3. Delete a task bar

4. Add a taskbar as a favorite

1. Add a task bar

For time registration, you need a task row in the Timesheet's weekly view. To add a task bar, follow these steps:

1. Click + Add in the bottom left.

2. In the window that opens, you can add tasks or work orders.

Add tasks

• To limit only your projects, select Only Your Own.

• You can also filter tasks by project manager, project group, or search terms.

• Click on the customer's name and select the desired task from the row by pressing + Add.

• To add all customer tasks at once, select + All.

Add work orders

• Search for a work order by the name of a customer, project, or work order.

• Open the work order line and press the + Add button on the right side.

Close the window by clicking the X in the upper right corner or by pressing the ESC key.

2. Copying the previous week's template

When you move to a new week, you can copy the previous week's task rows by pressing the Copy button above the week view.

• Koho brings the previous week's task lines to the new week (without hour entries).

• Remove unnecessary lines from the tick or add new ones by pressing + Add.

3. Delete a task bar

You can delete a task line only if no hours have been logged on it:

• Remove the attachment on the right side of the row to remove the task bar from view.

If there are entries on the lines:

• First, delete all hours (set the hour value to 0).

• Delete any shifts.

• Finally, remove the pin to make the row disappear from view.

4. Add a taskbar as a favorite

To add a task bar as a favorite, click the star symbol in the row:

• Favorite rows are automatically copied for future weeks.

• To remove a row from your favorites, click the star again to remove it entirely.