Time Tracker for Client Projects Template with Form

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Time Tracker for Client Projects with Form

Time Tracker for Client Projects with Form
 

Use this sheet to track and approve worker hours in prep for invoicing client projects, or charging back for time spent on internal projects. Staff can use the web form to log billing items directly into the sheet.

Template design and key features

 

Customizable Columns

 
Work Date
Add the task date using the date picker
 
Client
Enter the client name
 
Approved
Check off approved hours worked
 
Work Performed
Enter work descriptions in the Primary Column (used for Smartsheet automated emails)
 
Service Tech
Assign service techs from your Smartsheet contacts
 
Labor/Materials
Enter labor & materials in this dropdown — edit dropdown values in Column Properties
 
Hours
Record the number of hours worked
 
Hourly Rate
Set the hourly rate for each client project
 
Total Billable
Automatically calculated by a formula using the Hours & Hourly Rate
 
Flag
Flag any projects with potential issues or requiring further review

Collaborative Features

 
File Attachments
Store work photos, documents, or links
 
Alerts & Reminders
Set alerts for key dates & sheet changes
 
Comments
Log activity details, comments, & notes
 
Gantt Chart
Enable Gantt view to see a timeline
 
Calendar View
View & edit projects in a calendar
 
Row Hierarchy
Organize projects into collapsible sections
 
Sharing
Collaborate in real-time with your team
 
Update Requests
Request updates on projects
 
Web Forms
Collect new rows & take action
 
Mobile App
View & update your time tracker on the go

Using the Web Form to collect employee hours

 

Sharing with different access levels

 

Collaborating on your time tracker

 

Getting updates from your team

 

Connecting with your apps

 

Learning resources