Tasks and Timesheets Introduction

Tasks and Timesheets

Welcome to Tasks and Timesheets - your central hub for managing work, tracking time, and staying on top of everything from client deliverables to internal admin. Whether you're scheduling tasks, logging hours, organising wip meetings or recording Public Holidays, this feature is designed to streamline your workflow and boost productivity.

Below is a breakdown of how each element works and how to get the most out of the Calendar and List Views.

⏱ Timesheets

In JobBag (JBX), there are two main ways to record time:

1. Create Button

Use the Create button (top left corner of the Calendar & Tasklist view) to log time with or without an assigned task.

2. Timesheet Icon

The clock symbol appears across multiple locations in JBX including:

• Dashboard
• Calendar
• Task Lists
• My Active Tasks
• My Past Tasks

Clicking the icon lets you log time directly against the relevant task.

✅ Tasks

Create tasks using the Create button (top left in the Tasks & Timesheets view).

Tasks in JBX represent specific activities that need to be completed—ranging from simple admin to large project milestones. Tasks can be:

• Assigned to individuals or teams
• Budgeted with specific hours
• Scheduled with start and due dates

Timesheets are logged against these tasks to help track time, workload, and budgets.

📅 Events

Events can be created using the Create button or from the Diary tab within a job.

Events help schedule:

• Internal meetings (e.g., WIP)
• External meetings with clients
• Public Holidays
• Key project dates (e.g., deadlines, rollovers)

💼 Items

Items can be created using the Create button.

Items are used to record studio or production expenses against a job. Common examples include:

• File transfers
• Colour proofs
• Art supplies
• Scans and output

These can later be billed to the client as part of your job cost tracking.

📆 Managing Tasks, Timesheets & Events

JobBag offers two flexible views for managing tasks and time:

🗓 Calendar View

Flexible Viewing Options

• Day / Week / Month View: Toggle between views depending on how much detail you want to see.

Task Display & Visibility Control

• Toggle tasks: Show completed, incomplete, or both.
• Visibility settings: Show or hide weekends, tasks, timesheets, public holidays, leave, and items.

Key Features

• Timesheet icon: A universal time tracking symbol available throughout JBX (Dashboard, Calendar, Task Lists).
• Create button (top left): Add timesheets, tasks, events, or items.
• Ellipsis menu (⋯): Use to edit, duplicate, delete or forward a timesheet or event.

Managing Leave & Events

• Track Annual Leave, Personal Leave, and Public Holidays directly within your calendar.

Enhanced Usability

• Drag & Drop: Easily move tasks or events to a different day.
• Capacity Bar:
  • Visual indicators of workload.
  • Grey means tasks
  • Blue means timesheets
  • Green mean Events
  • Your timesheets track against daily hours to help ensure completeness.

📋 Task List View

Task Lists

• Active Tasks: Due within the next 7 days.
• Past Tasks: Active and completed tasks from earlier dates.
• Custom Task Lists: Create your own list tailored to your workflow.

Search & Customisation

• Search: Use filters to find tasks quickly.
  Visibility Options:
  • Timesheet icon
  • Auto timer icon
  • Task name
  • Job number & description
  • Assigned user
  • Days remaining
  • Start & due dates
  • Task status and progress
  • Completion checkbox

Key Time Features

• Timesheet icon: Track time directly from tasks.
• Progress bar: See how much of the task is completed; red indicates over budget.
• Auto timer: Start and stop time tracking with one click. Don’t forget to stop it - this generates your timesheet!

Switching Views