Overview
The Tracking Policies section is located in the main menu, under the Manage section.
Enable policies
Roles: Admin | Paid Feature
With Tracking Policies, you can specify your own rules to make sure that your timesheet data is always consistent.
How to enable Policies:
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User roles that the policies apply to
You can specify which user roles policies should apply to. The following options are available:
Apply to admins, project managers, and co-workers.
Apply to project managers and co-workers.
Apply to co-workers.
Applications Policies
You can require team members to install the browser extension to track time from external apps such as Asana, Trello, Basecamp, Monday, etc.
Projects, Tasks, and Time Entries Policies
You can customize the requirements for your projects, tasks, and time entries. Currently, the following policy options are available:
Customer required: If enabled, projects are always required to have a customer. This policy applies when adding or editing projects and time entries.
Project required: If enabled, tasks are always required to be linked to an existing project. This policy applies when adding or editing tasks and time entries.
Task required: If enabled, time entries are always required to be linked to an existing task. This policy applies when adding or editing a time entry.
Notes required: If enabled, time entries are always required to have a note. This policy applies when adding or editing a time entry.
Time Tracking Policies
You can forbid or allow your team members to edit time entries by selecting these options:
Avoid tracking overtime: If enabled, the estimated time of a project or task cannot be exceeded. This policy applies when adding or updating time entries, as well as when tracking time in real time using the timer.
Tracking days threshold in the past: If enabled, you can specify the time period in days, in which users are allowed to manually add or edit time entries in the past (1, 5, 15, 30 days). You can lock time entries.
Tracking days threshold in the future: If enabled, you can specify the time period in days, in which users are allowed to manually add or edit time entries in the future (1, 7, 30 days, 1 year). You can lock time entries.
Temporary edit access: In case a member of your team needs to edit time entries in the past, you can grant them temporary edit access to do so for a two-week period. You can revoke their edit access at any time.
💡These are useful for when you want your employees to only track in real time!
Timer Policies
To prevent team members from forgetting their timers running idle, you can automatically stop them if they match the following criteria:
Auto stop a timer that has been running idle for more than x hours: If enabled, idle timers will be automatically stopped.
Automatically stop timers x minutes after the user's clock-out time.