Creating a Timesheet in the Desktop

In JobBag, timesheets can be created from both the desktop app and web browser (JBX), with or without a task. They’re used by employees and freelancers to track time spent on billable and non-billable jobs. Logging time daily or weekly improves project tracking and overall time management.

💻 Desktop Application – 4 Ways to Create Timesheets

Option 1. Active Diary

Navigate to: JobBag menu > Active Diary

• Right-click in calendar to

➤ Create a timesheet without a task

➤ Create a timesheet with a task

Other methods in the active diary include...

• Right-click on a task in the task list to create a timesheet
• Grab & Drop a task into the calendar
• Drag in the calendar from a start time to an end time to record hours

Option 2: Active Diary (JBX)

Navigate to: JobBag menu > Active Diary (JBX)

Options available:

➤ Use the Create button to make a timesheet (Calendar or List view)

➤ Click the 🕒 Timesheet icon next to a task to log time directly against it

• Found throughout the active diary (JBX) in areas like:
  • Calendar view
  • Task Lists view
  • My Active Tasks
  • My Past Tasks
  • Click the icon to start a timesheet against a specific task

Option 3 From the Job Window

• Right-click on a job and choose to create a timesheet
• This allows you to log time directly to the job (with or without a task)

Option 4: Timesheet Tab on the job

• Click on Timesheet tab
• Select new

Option 5: Timesheets by hour

• Navigate: Costings menu > Timesheets by the hour

🔍 Search Options When Creating a Timesheet

• Full Job Number – e.g. CLTD12563
• Client Prefix only – e.g. CLTD
• Job Numbers Only – e.g. 12563
• Job Description – e.g. Brand design