Take your time recording to a new level with the My Time Registration widget. Quickly create an appointment from a task with all the information and links from the task. The widget is available everywhere on tasks, opportunities and projects. For example, it is possible to create appointments from tasks directly from a ticket in the board or a task in the calendar.
The period of the day displayed in the widget is defined by the time you have set in the Daylite settings under Calendar -> Start and end of day.
You can create a new task directly via the plus sign.
If you have selected the widget for opportunities or projects, you can see all active tasks that are assigned to you and linked to the project or opportunity.
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How do I use My Time Registration on tasks
Select the task from which you want to create an appointment. Then select the day on which the appointment is to be created in the widget. Drag the appointment directly into the calendar. The created appointment contains all the information from the task and is linked directly to the task.
How do I use My Time Registration on opportunities and projects?
Select the opportunity or project from whose tasks you want to create appointments. In the widget, select the task for which you want to create an appointment. Select the day of the week on which the appointment is to take place. Drag the appointment directly into the calendar. The appointment created contains all the information from the task and is linked directly to the task.
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Related articles:
How to track time with Time&Budget based on appointments?
What is the Copilot tab?
What widgets are available for the Copilot?
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