# Time Entry Templates Time Entry Templates allow you to create reusable templates for frequently logged activities, saving time and ensuring consistency in your time tracking. ## Overview Time Entry Templates help you: - **Save time**: Start timers or create entries with pre-filled data - **Ensure consistency**: Use the same project, task, and notes for recurring activities - **Track patterns**: See which templates you use most often - **Reduce errors**: Avoid manually entering the same information repeatedly ## Features ### Template Properties Each template can include: - **Name** (required): A descriptive name for quick identification - **Description** (optional): Additional details about when to use this template - **Project**: Pre-select a project for this activity - **Task**: Pre-select a specific task within the project - **Default Duration**: Set a standard duration in hours (e.g., 1.0, 0.5) - **Default Notes**: Pre-fill notes/description for the time entry - **Tags**: Comma-separated tags for categorization - **Billable**: Whether time entries from this template should be billable ### Usage Tracking Templates track: - **Usage Count**: How many times the template has been used - **Last Used**: When the template was last used - Templates are automatically sorted by most recently used ## Using Templates ### Creating a Template 1. Navigate to **Templates** from the main navigation 2. Click **"New Template"** 3. Fill in the template details: - Enter a descriptive name - Select a project (and optionally a task) - Set default duration if desired - Add default notes and tags 4. Click **"Create Template"** ### Starting a Timer from a Template There are three ways to use a template: #### 1. From the Templates Page 1. Go to **Templates** 2. Click **"Use Template"** on any template card 3. You'll be redirected to create a time entry with pre-filled data #### 2. From the Dashboard 1. On the dashboard, click **"Start Timer"** 2. In the start timer modal, you'll see a list of your recent templates 3. Click on any template to apply its data to the timer form 4. Click **"Start"** to begin tracking time #### 3. Direct Timer Start Some templates (those with a project assigned) have a direct "Start Timer" button that: - Immediately starts a timer with the template's data - Increments the template's usage count - Takes you back to the dashboard ### Editing a Template 1. Navigate to **Templates** 2. Click the **edit icon** (pencil) on the template card 3. Update any fields as needed 4. Click **"Save Changes"** ### Deleting a Template 1. Navigate to **Templates** 2. Click the **delete icon** (trash) on the template card 3. Confirm the deletion **Note**: Deleting a template does not affect any time entries that were created using it. ## Best Practices ### Naming Conventions Use clear, descriptive names: - ✅ Good: "Daily Standup", "Client Meeting - ProjectX", "Code Review" - ❌ Poor: "Meeting", "Work", "Task1" ### When to Use Templates Templates are ideal for: - **Recurring meetings**: Daily standups, weekly syncs, client calls - **Regular activities**: Code reviews, testing, documentation - **Standard tasks**: Email correspondence, administrative work - **Frequent projects**: Activities you do multiple times per week ### Organizing Templates - Keep your template list focused (5-10 most-used templates) - Delete or update templates you no longer use - Use consistent naming and tagging schemes - Review and clean up templates quarterly ### Duration Settings - Leave duration blank for activities with variable length (start/stop timer) - Set a duration for activities with predictable length (meetings, standup) - Common durations: 0.25 (15 min), 0.5 (30 min), 1.0 (1 hour) ## API Integration ### Get All Templates ```http GET /api/templates ``` Returns all templates for the current user. **Response:** ```json { "templates": [ { "id": 1, "name": "Daily Standup", "project_id": 5, "project_name": "Internal", "task_id": 12, "task_name": "Team Meetings", "default_duration": 0.25, "default_notes": "Discussed progress and blockers", "tags": "meeting,standup", "billable": false, "usage_count": 45, "last_used_at": "2024-01-15T09:00:00Z" } ] } ``` ### Get Single Template ```http GET /api/templates/{template_id} ``` Returns a specific template by ID. ### Mark Template as Used ```http POST /api/templates/{template_id}/use ``` Records that the template was used (increments usage count and updates last_used_at). ## Troubleshooting ### Template Not Showing in Dashboard - The dashboard shows only your 5 most recently used templates - Visit the Templates page to see all your templates - Use a template to move it to the top of the list ### Cannot Start Timer from Template - Ensure the template has a project assigned - Verify the project is active (not archived) - Stop any active timers before starting a new one ### Template Data Not Pre-filling - Check that you're using the correct method (template button, not manual form) - Verify the template has the fields you expect filled in - Try editing and re-saving the template ## Migration Notes If you're upgrading to a version with time entry templates: 1. Templates are stored in a new `time_entry_templates` table 2. No migration is needed - the feature is additive 3. Templates are user-specific and don't affect existing time entries ## Related Features - **[Time Tracking](TIME_TRACKING.md)**: Learn about manual time entries and timer - **[Projects](PROJECTS.md)**: Understanding projects and their settings - **[Tasks](TASKS.md)**: Using tasks within projects - **[Reports](REPORTS.md)**: Analyzing your time data ## Tips and Tricks ### Quick Template Creation Create templates from your most frequent activities by: 1. Track your time for a week 2. Review your time entries 3. Create templates for activities that appear 3+ times ### Template Chains For complex workflows: - Create separate templates for each phase - Use consistent naming: "ProjectX - Phase 1", "ProjectX - Phase 2" - This helps with reporting and analysis ### Keyboard Shortcuts When using templates on the dashboard: - The templates list is keyboard accessible - Use Tab to navigate, Enter to select - This speeds up your workflow significantly ## Frequently Asked Questions **Q: Can I share templates with my team?** A: Templates are currently user-specific. Each team member needs to create their own templates. **Q: Will deleting a template affect my past time entries?** A: No, time entries are independent once created. Deleting a template doesn't affect any existing time entries. **Q: How many templates can I create?** A: There's no hard limit, but we recommend keeping 10-20 active templates for ease of use. **Q: Can I import/export templates?** A: Currently, templates are managed through the UI. API support allows for programmatic creation if needed. **Q: Do templates work with the mobile interface?** A: Yes, templates are fully functional on mobile devices through the responsive web interface. ## Feedback We'd love to hear how you're using time entry templates! If you have suggestions or encounter issues, please: - Open an issue on GitHub - Contact support - Contribute improvements via pull request