Overview
Roles: Admin | Paid Feature
Tracking Policies allow you to define rules and restrictions for how time is tracked across your workspace, helping ensure consistency, accuracy, and compliance with your team’s workflow.
The Tracking Policies section is located under Settings.
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 workspace Policies:
|
Requirements
You can specify which user roles these policies should apply to. The following options are available:
Apply to admins, managers, project managers, co-workers and time loggers.
Apply to project managers, co-workers and time loggers.
Apply to co-workers and time loggers.
Apply only to time loggers.
Time Tracking Policies
These policies control how users track time and how timers behave.
Timers
Auto stop idle timers – Automatically stops a timer after a defined period of inactivity.
Stop timers after clock-out – Ensures timers are stopped a set number of minutes after a user clocks out.
💡 Clock-out times are determined by each user’s configured Work Schedule, so the timer will stop based on the end time defined in that schedule, plus the number of minutes you set here.
Projects, Tasks, and Time Entries Policies
These policies define what information is required when creating time entries, tasks and projects.
You can also choose which roles these policies apply to (Administrators, Managers, Project Managers, Coworkers, and Time Loggers).
Projects & Tasks
Must have a client – Requires projects to be associated with a client.
Must have a project – Requires tasks to belong to a project.
Time entries
Must have a note – Requires a description for each time entry.
Must have a task – Requires all time entries to be linked to a task.
Must have specific fields – Requires selected custom fields to be completed before saving a time entry.
Hours
Prevent tracking on budget-exceeded tasks – Blocks time tracking on tasks that have exceeded their estimated time amount.
Prevent logging outside working days – Restricts users from logging time on non-working days (according to Work Schedules).
Limit tracked time – Prevents users from tracking more than a specified number of hours per day, week, or month.
Restrict future entries – Prevents users from adding or editing time entries in the future.
Restrict past edits – Prevents users from adding or editing time entries in the past.
Exceptions
Temporal edit access – Allows you to exclude specific users from these restrictions.
