Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

 

How to add a Tag

...

within the Timesheet:
  1. Go to Timesheets.
  2. Highlight Click on Timesheet on the top navigation bar and open up the timesheet you want would like to add a tag.Image Removed
  3. Go to Actions
  4. Select Tag Timesheet
  5. You can now:
    -View the messages
    -Delete messages by clicking the trash icon Image Removed
  6. Add new messages by selecting New and filling in the To and Message fields.
    Image Removed
  7. Check the Send Email box if you want to send the message as an email. When the box is unchecked, the message will be tagged on the report as a green message icon under the notice column. 
    Image Removed
  8. Select Tag Message to send the message.
How to Tag a Timesheet from inside the Timesheet:
  1. Go to Timesheets.
  2. Go to the timesheet you want to tag.
  3. Select the blue message icon Image Removed
  4. You can now:
    -View the messages
    -Delete messages by clicking the trash icon Image Removed
  5. Add new messages by selecting New and filling in the To and Message fields.
    Image Removed
  6. Check the Send Email box if you want to send the message as an email. When the box is unchecked, the blue message icon will become green and will show the number of messages the report has. 
    Image Removed 
  7. Select Tag Message to send the message.Select the message Image Added icon
  8. To add a new message click on Image Added icon. 
    1. Select a recipient in the To field. You can type in their name or use the search Image Addedicon.
    2. By default, the box to Send Email is checked. You may uncheck this if you do not want an email to be sent to the recipient. They will see the tag message upon logging into the application even if an email is not sent. 
    3. Enter in your message in the Message box.
    4. Click on Tag Message to save and sent an email if the option was selected. 

    Image Added
  9. Delete messages by clicking the trash icon Image Added
  10. Once a tag message has been add, the icon below will show in the Notice column.

Image Added

How to add a Tag from outside of a Timesheet:
  1. Click on Timesheet on the top navigation bar.
  2. Select the timesheet you would like to add a tag.
  3. Click on the Actions icon and click on Tag Timesheet.
    Image Added
  4. To add a new message click on Image Added icon. 
    1. Select a recipient in the To field. You can type in their name or use the search Image Addedicon.
    2. By default, the box to Send Email is checked. You may uncheck this if you do not want an email to be sent to the recipient. They will see the tag message upon logging into the application even if an email is not sent. 
    3. Enter in your message in the Message box.
    4. Click on Tag Message to save and sent an email if the option was selected.
    Image Added
  5. Delete messages by clicking the trash icon Image Added
  6. Once a tag message has been add, the icon below will show in the Notice column.
    Image Added