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Timesheets: Templates

Learn how to use timesheet templates to save your reporting settings and use them later.

Carla avatar
Written by Carla
Updated over 2 months ago

Create a new timesheet template

Roles: all roles | Paid Feature


​Timesheet templates are pre-formatted timesheets that you can reuse later and share with your team.

How to create a new template:

  1. Customize your timesheets: combine filters and groups, add columns.

  2. In the header controls, click on "Untitled Report" and give a name to your report.

  3. Click on Save to save current settings as a template.

Use a timesheet template

Roles: all roles | Paid Feature

How to load an existing template:

  1. On the header controls, click on the button to the left of "Untitled Report" to display all the saved templates.

  2. Click on the template to apply its settings to the current time data.

💡 Apart from the saved templates, we offer you a number of top used templates that you can select from the "suggested templates" list and use them anytime.

Share a timesheet template

Roles: all roles | Paid Feature

How to share a template:

  1. Move your mouse over a saved template and click Edit.

  2. Enable the "Share with the team" option.

  3. Click Update.

📝 The templates that are shared with you will appear under the "team templates" list.

💡 If you need to share your template with some team members but not with all, what you can do is to copy and send each of them the URL of your current template.

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