HaloPSA | Internal Time Tracking
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- เผยแพร่เมื่อ 2 ก.พ. 2025
- In this video, Connor teaches us how to track internal time within HaloPSA.
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Very funny start of the video! Appreciated the insights, thanks for the video.
You're new video editor is killing it, great video presentation!!
We think so as well! Thanks for the kind message, I’m sure he’ll see this and demand a pay rise 😬😂
Hey there, I don't have the ability to track work time the same as what you see. In our system, doing what you have done here, I only have the option to track to ticket, or break or resume. When grabbing a block of time, or attempting to enter directly from the timesheet, we are required to enter the ticket number, so we cannot use the internal time categories. What do we need to do to fix that?
Thank you! - garlandtech
Thanks again for the fantastic video walkthrough. Your videos are priceless! Keep up the great work. (I would love to get my hands on that dashboard though🤪)
You know where to find us 😂
Just logged 20 minutes Professional Development time! ;) Thanks for the great video! Now I just need to get the dashboard installed @robbie! :)
Nice work!
Mildly facetious 😂
This is a great breakdown of the process!
Only I don't have a "Log Work Time" button - only Log Break Time and Log To Ticket. What am I missing?
Did you find how to get "Log Work Time" to show ?
Just thought of a question. Do you find yourself adding the Time Category to regular tickets to track time for meetings like in opportunities? I just had a meeting with a potential client today and when I was adding my notes to the opportunity I was looking at my Charge Rate and just had to put it as No Charge as we don't have a meeting charge rate.
I think no charge is perfectly fine for this.
Opportunity tickets I never do charge rates personally, just track my time and report on the Agent Cost/Burden Rate to see how much *money/time* we spend prospecting.
Your’e videos are always great and have been super helpful as we’ve transitioned into Halo. We use almost this exact process for our time logging. Your instance has “Log as work time” on the timer function. Mine doesn’t show that, is that a setting you enabled?
Thank you!
To have the ' Log as work time' option appear you need to uncheck the following check box.
Config > Time Management > 'Allow the choice of ticket on the quick time screen to log against'
With that unselected you will then find the option to log as work time :)
Hope this helps.
Renada
@@RenadaSolutions Thanks so much!