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Guide: How to tag entries

Quick Timesheets lets you assign tags to entries. One of the common uses for this is invoicing, but you can also use them for anything else that you like.

Most tagging operations can be accomplished from Quick Timesheets' Search dialog. Please note that you need to be an administrator in order to assign tags. The screenshots in this guide show how to do the following:

1. Searching for entries to tag
2. Selecting relevant entries to tag
3. Tagging entries
4. Searching for entries by tag
5. Setting up your own tags

1. Searching for entries to tag
  • Select appropriate search criteria, such as Search Times (date range) or the particular client you are interested in. In this example, the client Margaret's Cakes has been selected.
  • Click Search.

2. Selecting relevant entries to tag
  • Examine the results of your search. Select the entries that you would like to tag.
  • In this example, all of the entries are relevant and so they are all selected.

3. Tagging entries
  • Click Tag. The screen below will appear.
  • Select the tag that you are interested in, and assign it a value. In this example, the Invoice Number tag has been selected and set to INV-321.
  • If you would like to lock the newly tagged entries so that they cannot be modified in the future, click on the Lock entries radio button.
    Click Tag to begin tagging.

  • Quick Timesheets will confirm with you that this is what you really want. Assuming it is, click Ok.
  • Once the entries have been tagged, Quick Timesheets will inform you that the operation has succeeded, and that search results will need to be refreshed.

4. Searching for entries by tag
  • You can search for previously tagged entries from the Search dialog.
  • Under Tags, select the tag that you are interested in. In this example, the tag in question is Invoice Number.
  • Select whether you want to search for entries that have or have not been tagged.
  • Select the tag value that you wish to search against. In this example, we are searching for INV-321.

  • You can now use the Print function to produce a summary of the work that you are invoicing. You might want to send this to your client or keep it for internal records.
  • You can also use the Export to CSVSearch Link or Export to Saasu functions for further manipulation.

5. Setting up your own tags
  • You can create your own tag definitions. By default, Quick Timesheets comes with an Invoice Number tag preconfigured.
  • You can set up your own tags under Settings -> Tags. Click New tag to create a new tag definition.

And that's it! We hope that you have found this guide helpful.

If you have any more questions about how to use tagging or any other features of Quick Timesheets, please do explore our Help section.
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