Prevent Time Logging on Personal Tasks | Community
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Heather_Kulbacki
New Participant
December 8, 2022
Delivered

Prevent Time Logging on Personal Tasks

  • December 8, 2022
  • 14 replies
  • 2515 views

Description - Allow Admins to turn off the ability to track time on personal tasks - OR - allow admins to create a custom form with required fields that would be auto-attached to all personal tasks.

 

Why is this feature important to you - With our business model, we cross-charge the cost of actual hours from tasks back to our business partners. Since personal tasks do not sit within a project (which, for us, has a form containing the cross-charge information), we do not know where to bill that time. If we could prevent users from tracking time to those tasks, they would be forced to place their time in the appropriate bucket.

 

How would you like the feature to work - Ideally, logging time on personal tasks would be an option within setup - which could be unlocked for group admins to turn on or off within their group

 

Current Behaviour - users can track time to a task that does not sit within a project, therefore doesn't have the appropriate billing or cross-charge directive attached

14 replies

New Participant
November 11, 2024

Either we need to a) allow to block users from logging time to personal tasks OR b) allow admins to turn off the ability for users to create personal tasks.

 

We log time but have many custom fields attached because we chargeback time.  So we can't have users log time to personal tasks that don't map anywhere.

Madalyn_Destafney
New Participant
September 11, 2024

@doug_den_hoed__atappstore aha, didn't know about that! Thank you!  
#themoreyouknow

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Heather_Kulbacki
New Participant
September 10, 2024

Thanks @doug_den_hoed__atappstore ! I suspected there was something more specific, but only had time to test the first thing I found.

Doug_Den_Hoed__AtAppStore
New Participant
September 10, 2024

 

Hi @madalyn_destafney,

 

If you'd like something even more specific than the search string @heather_kulbacki suggested, I invite you to consider excluding (or including) personal projects using the built in "Personal" property, as shown here under an Advanced Search (and available in any filter):

 

 

Regards,

Doug 

Madalyn_Destafney
New Participant
September 10, 2024

@heather_kulbacki great idea on the project description, that helped!

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Heather_Kulbacki
New Participant
September 10, 2024

The project that my personal task was created in didn't have 'personal' in the name, only in the project description.

 

I specifically searched for projects where the Project Description contains 'My personal project' - figuring even if other project descriptions contained those words, it would be unlikely they'd be in that order, matching the projects auto-created for personal tasks.

Madalyn_Destafney
New Participant
September 10, 2024

Hi @heather_kulbacki I had actually already tried an hour report with a filter of project name contains 'personal' but that didn't bring back valid results (included legit projects with the word 'personal') so wasn't sure if that works or if we just happen to have no logged time against those personal tasks. Really with we could nix the to-dos widget entirely in the new Home layout templates/prevent users from adding it in.

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Heather_Kulbacki
New Participant
September 10, 2024

@madalyn_destafney I have not, but I just had a quick play in sandbox and created a new personal task for myself. It put that task in a project where description = My personal project

Of course, there's no way to prevent anyone from changing the description on the project that their personal tasks are created in. But pulling hours from projects with that description might give you a directionally accurate amount of time billed to those tasks.

Madalyn_Destafney
New Participant
September 10, 2024

@heather_kulbacki have you figured out a way to report on time logged on the personal tasks/to-dos in New Home? This just came up for us on the team today and we want to prevent this too, but wondering how much time we even have on those but can't figure out how to report on it.

If this helped you, please mark correct to help others : )
jon_chen
Community Manager
September 21, 2023

Personal tasks no longer display on timesheets by default per the September 11th Product update. They are only displayed on the timesheets when they are pinned or if they have hours logged.