48.1 Task Time Tracking

Tasks are the primary unit through which AIUNIFY CRM records operational work time.

Time can be captured through active Timers and Timesheet entries and can become financially significant when the Task is billable.

48.2 Starting a Task Timer

When the Timer action is available and you satisfy the Task assignment requirements:

1. Open the Task.
2. Confirm that the Task is the work you are about to perform.
3. Confirm that you are assigned when assignment is required.
4. Select Start Timer.
5. Perform the Task work.
6. Stop the Timer when the work session ends.

48.3 Only Assigned Users May Be Able to Start a Timer

The CRM contains a rule that can require the signed-in user to be an Assignee before starting the Task Timer.

If you need to work on a Task that is not assigned to you, correct the operational assignment rather than trying to bypass the Timer restriction.

48.4 Stopping a Timer

Stop a Timer promptly when you stop working.

Running Timers can affect total logged time and can block Project invoicing when they exist on billable Tasks.

48.5 Logging Time Manually

When manual time entry is available, use it for legitimate work that was not captured correctly by an active Timer.

Review Start Time, End Time, Task, and staff relationship carefully before saving.

48.6 Logged Time

AIUNIFY CRM totals the time recorded against a Task.

Logged time can appear in:

• Task details.
• Project Timesheets.
• Project time summaries.
• Reports.
• Project invoicing calculations.

48.7 Billable Tasks

A Task can be marked as billable when it belongs to an appropriate Customer/Project billing workflow.

Billable Tasks can also use an Hourly Rate.

When Task Hours are used for Project billing, logged time multiplied by the applicable Task hourly rate can contribute to the Project financial calculation.

48.8 Billable and Billed Filters

The Task table provides billable/billed filtering to users who have the applicable Invoice creation access.

Use these filters to identify Tasks that:

• Are billable.
• Have already been billed.
• May still be available for a Project Invoice workflow.

48.9 Billed Tasks

The CRM can prevent starting a Timer on a Task that has already been billed.

This protects financial history from additional time being casually added after the Task's billable work has already become part of an Invoice.

48.10 Correcting Time

If a Timer or Timesheet is inaccurate, use the permitted time-editing workflow to correct the actual entry.

Do not create a second offsetting Timesheet simply to make a total appear correct when the original record can legitimately be corrected.

48.11 Review Before Billing

Before Project invoicing:

1. Review the applicable Tasks.
2. Review billable state.
3. Review logged time.
4. Review Hourly Rate where used.
5. Confirm that no completed work Timer remains running.
6. Confirm that the Task has not already been billed.
7. Correct inaccurate time entries before creating the Invoice.

48.12 Time Tracking Best Practices

• Start the Timer only when work begins.
• Stop it when work stops.
• Record time against the correct Task.
• Do not add time to already billed work without reviewing the financial context.
• Use actual times for manual entries.
• Review billable time before invoicing.
• Keep Task assignments accurate for Timer use.