Fields & categories
How to configure fields and add categories to your time entries.
A time entry consists of the following fields:
- Item: the monday.com item the time entry is made on.
- Subitem (optional): the monday.com subitem the time entry is made on.
- Date: the date the hours are worked.
- Category: the type of work you wish to select for this time entry.
- Hours: number of hours (hours - minutes)
- Billable hours: number of billable hours (hours - minutes)
- Description (optional): describe the work log
Currently, the fields subitem, category and billable hours can be changed in the field configuration. This will change in future releases.
Some of the fields in a time entry can be made required in the "fields" settings. This can be done when you want all time entries to be consistent, since time entries cannot be saved when all required fields aren't filled yet.
- Subitem: if you wish that each time entry made on an item that contains subitems requires a subitem to be selected, make this field required.
- Category: if you wish that every time entry consists of a type of work, you can require the category by turning on the checkbox. It is only possible to activate this field when categories are configured. See the example below:
Category is required
- Billable hours: billable hours relate to a category, as explained below. Each category can be made billable or non-billable. When checking the checkbox "required" after the billable hours field, each category that is billable must have an amount of billable hours.
Don't forget to save your changes when you're done editing.
Categories can used to create an extra layer of information. Categories are usually the type of work you wish to log time on, but it can also be used for specific business units or accounts.
By default, no categories are available. Start adding a category by pressing this button:
Next, you choose the name and color of the category. Each category can be set as a billable or non-billable category. When the billable checkbox is checked, the field billable hours is always shown while creating this time entry.
Don't forget to save your changes when you're done editing.
Categories can be edited and deleted. Changing the name, color or billable checkbox of a category will save changes retroactively, meaning that the time entries made in the past will also change to this new configuration. A category will always have the same category id, even if the name or color is changed. This category id can be used for reporting purposes.
- The name of a category can be changed with an inline edit.
- Categories can be ordered by drag and drop.
- Categories can be deleted by pressing the bin behind a category
Last modified 5mo ago