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Chase allows you to capture actual time spent working on a task by entering this information on a TimeSheets form. 

There are 3 options when capturing time in a TimeSheet.  You can capture time for:

  • Client Job
    This option allows you to enter time for a client.  These are billable hours related to a specific client or job.  
    Using the Client Job timesheet, you can enter time against a product that you worked on, or against a job number. 
  • My Tasks
    Using the My Tasks timesheet, you can enter time against a task that has been assigned to you.  These are billable hours related to a specific job, product or campaign.   

  • Internal
    These are tasks that you need to complete, but aren’t billable.  
    Using the Internal timesheet, you can enter time for any non-billable work, like admin or filing. 

Find out how to:


Step-by-step guide


Capturing time by Client Job


  1. Click the TimeSheets button on the Ribbon.



    The TimeSheets screen appears.

  2. To capture time, click the Log Time button on the TimeSheets screen.



    The Add new line dialog appears.

  3.  Select the Client Job tab. 



  4. Click the drop down arrow on the Company field, and select the company for which the task was carried out.

    If your agency consists of multiple companies, you can select the relevant one from this field.

  5. Click the drop down arrow on the Client field, and select the client for whom you want to capture time. 

    If you are capturing time against a job number, you may leave this field empty.

  6. Click the drop down arrow on the Product field, and select the product you were working on.

    In this example, Nail Promotion was selected from the Product list.



    If you are capturing time against a job number, leave this field empty.

  7. Enter the job number in the Job field.  You will only enter this field if the work is related to a specific job number.  If not, proceed to enter the type of work carried out.  

    Notice that once you type a number in the Job field, a list of jobs appear. These include Open, Awaiting Closure, Finished or On Hold jobs. Closed jobs will not be available from this list.

    Once you select a job number, you will notice that the Client and Product fields are automatically populated with the relevant client and product information for the selected Job number.

  8. Click the drop down arrow on the Task Type field, and select from a list of task types. 

    In this example, Client Meeting was selected.



    If the Task Type that you are logging time for is not available from the list, please speak to your Chase Administrator to add it for you.

  9. Choose the week for which you want to enter your time. 

    You can use the arrows to find the correct date if you are not working in the current week.  

    In this example, the meeting was held in the previous week, so the left arrow was selected.



  10. Click in the relevant day and enter your hours and minutes. 

    In this example, 3:45 was entered on Tuesday.



  11. Enter additional information about work carried out on the task in the Notes field. 

    In this example the following note was entered: Meeting was scheduled for 2 hours but it took longer than that.

  12. To save the entry, click Save and Close and return to the TimeSheets screen.



    The task will be available on the TimeSheets screen. 

    If you selected a Job, then the job information will also appear on the TimeSheets screen.






Capturing time against My Tasks


  1. Click the TimeSheets button on the Ribbon.



    The TimeSheets screen appears. 

  2. To capture time, click the Log Time button on the TimeSheets screen.



    The Add new line dialog appears.

  3.  Select the My Tasks tab.



  4.  Click the drop down arrow on the My Task field, and select the task for which you want to enter time.  

    In this example, Jo No 13 - 2016/10/05 - Open: Trish Beauty Spa - Heidelberg - Summer Look - 200 Flyers for Gelish Nail Promotion 2016 - Concept Creation - was selected.



    Notice that once you have selected a task in the My Task field, the related information is populated in the fields above. 

  5. Choose the week for which you want to enter your time, and then click in the relevant day and enter your hours and minutes. 

    You can use the arrows to find the correct date if you are not working in the current week. 

    In this example, the following hours were entered: 6 on Wednesday8 on Thursday and 2 on Friday.



  6. Enter additional information about work carried out on the task in the Notes field. 

    In this example the following note was entered: Task took longer than expected time allocated.




  7. Click the Mark Task Complete checkbox to remove it from your list of outstanding tasks.



  8. To save the entry, click Save and Close and return to the TimeSheets screen.




    The task will be available on the TimeSheets screen. 


    You can view the updated task on the My Tasks window, as well as view the time captured against the task.  To get to the My Tasks window, select the Tasks button on the Ribbon.




Capturing Internal time


  1. Click the TimeSheets button on the Ribbon.



    The TimeSheets screen appears. 

  2. To capture time, click the Log Time button on the TimeSheets screen.



    The Add new line dialog appears.

  3. Select the Internal tab. 



  4. Click the drop down arrow on the Task Type field, and select the task for which you want to enter time.  

    In this example, Admin Backup was selected.



  5. Choose the week for which you want to enter your time. 

    You can use the arrows to find the correct date if you are not working in the current week.  

    In this example, the task was performed in the previous week, so the left arrow was selected. 



  6. Click in the relevant day and enter your hours and minutes. 

    In this example, 3:45 was entered on Tuesday.



  7. Enter additional information about work carried out on the task in the Notes field. 

    In this example the following note was entered:  Experienced errors while busy with admin backup ended up using more time than needed.



  8. To save the entry, click Save and Close and return to the TimeSheets screen. 

    The task will be available on the TimeSheets screen. 



















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