01
Review before the week gets away from you
A short daily or weekly review protects the quality of every downstream view. Check that each entry has the right duration, client, project, task, and enough written context for you or a teammate to recognize the work later.
- 01
Open the time-entry list for the period you are reviewing.
- 02
Filter to the client or project you want to verify.
- 03
Correct the entry details while you still remember the work.
- 04
Archive or separate work that should not travel into a client report or invoice workflow.
02
Use notes as recall, not surveillance
Notes and task context should explain the work that you chose to record. Use a concise description of the outcome or next step; avoid adding sensitive material that is not needed for your own reporting or billing workflow.