Timesheet & Effort Logs

🔧 Overview:

  • The video showcases a project management setup in a task-tracking system.
  • Each task includes attributes like resolver, status, priority, timeline, and effort tracking.

📊 Key Effort Columns:

  • Effort Planned
  • Effort Spent
  • Effort Spent Log

👤 Personal Filtering:

  • The view is filtered to show only the tasks assigned to the logged-in user.

⏱ Logging Effort:

  • Users can log hours spent directly into the Effort Spent Log.
  • When effort is logged:
    • A workflow triggers.
    • It creates a sub-item including:
      • User’s name
      • Logged date
      • Effort spent
    • Only assigned users have permission to log effort for their tasks.

📅 Date Customization:

  • Users can change the log date (e.g., to retroactively log hours on March 31st).

📈 Timesheet Dashboard:

  • A centralized dashboard aggregates data:
  • Filters effort logs by the current logged-in user.
  • Displays reports for monthly, quarterly, and yearly periods.

⚙️ Workflow Logic:

  • Trigger: When ‘Effort Spent Log’ column is updated
  • Condition: If the value is greater than 0
  • Action: Retrieve task data and create a sub-item with effort details.

  • 📣 Final Note:
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