Tracking time in mobile
Written by Avery Simmons
Updated at September 8th, 2021
Table of Contents
Starting a timerPlease Note:1. Tap the Global Add Button.2. Choose Timer from the pop-out menu.3. If needed, select a Task to assign the timer to.4. If needed, input a Note.5. Tap Continue to close the pop-out menu.6. To pause the timer, tap the Pause icon.Saving Time in Mobile1. Tap the timer icon in the top-right of the client record.2. Tap on a timer to open the timer edit menu.3. Tap Complete and save timer.4. Verify all of the timer information is correct.5. If needed, toggle the Billable time switch.6. Tap Save time entry.Editing Timers in Mobile1. Tap the timer icon in the top-right of the client record.2. Tap on the relevant tab: My active timers or Saved time.3. Tap on a timer to open the edit screen.4. Tap one of the save options to close the edit screen.Archiving Timers in Mobile1. Tap the timer icon in the top-right of the client record.2. Tap on the Saved time tab.3. Tap the Options menu in-line with a relevant timer.4. Tap Archive.Starting a timer
Timers can be started and saved within the mobile app. In order to use a timer on mobile, you must first navigate to a relevant contact. To get started, select a relevant contact from the contact list.
Please Note:
Timers that are started in the mobile app will adhere to your duration calculator settings. However, timers in mobile do not show a start or end time. If your Default Time Entry setting is set to Duration Calculator, you will be able to view the associated start and end times on the web app.
1. Tap the Global Add Button.
2. Choose Timer from the pop-out menu.
3. If needed, select a Task to assign the timer to.
4. If needed, input a Note.
5. Tap Continue to close the pop-out menu.
6. To pause the timer, tap the Pause icon.
- You can press the Play icon on a timer to resume timing.
Saving Time in Mobile
After a timer has been created, it can be saved and applied to a task or an invoice. To get started, navigate to a relevant client in Canopy mobile.
1. Tap the timer icon in the top-right of the client record.
2. Tap on a timer to open the timer edit menu.
3. Tap Complete and save timer.
4. Verify all of the timer information is correct.
- On this screen, you can edit the Time Spent if needed. Start and end times can only be altered on the web app.
5. If needed, toggle the Billable time switch.
- Only timers that are assigned to a contact can be marked as billable time. Billable time can be added to invoices.
6. Tap Save time entry.
- The timer will be added to the Saved time tab of the Timers screen.
Editing Timers in Mobile
Timers can be edited whether they are active or saved. To get started, navigate to a relevant client's in Canopy mobile.
1. Tap the timer icon in the top-right of the client record.
2. Tap on the relevant tab: My active timers or Saved time.
3. Tap on a timer to open the edit screen.
- Alternatively, you can tap the Options menu for a selected timer and choose Edit.
4. Tap one of the save options to close the edit screen.
- If you selected an active timer, you can tap Save changes to keep the timer in your My active timers list.
- If you selected an active timer, you can tap Complete and save timer to add the timer to your Saved time list.
- If you selected a saved timer, tap Save time entry to save any edits.
Archiving Timers in Mobile
Only Saved time can be archived in Canopy. To get started, navigate to a relevant contact in Canopy mobile.
1. Tap the timer icon in the top-right of the client record.
2. Tap on the Saved time tab.
3. Tap the Options menu in-line with a relevant timer.
4. Tap Archive.
