TeamBoard TimePlanner

Individual Timesheets

Accessing Your Timesheet

To view your personal timesheet:

  1. Navigate to the Timesheets section from the left sidebar.

  2. Select the Member tab at the top of the page.

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This will open your individual timesheet view, displaying all relevant metrics and actions for your own time logged.

Overview

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Element

Description

  1. User Selection


Displays the selected member whose timesheet is being viewed. Switch between team members if needed.

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  1. Date Range Selector


Choose the time range (week, month, or custom) to filter timesheet entries.

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  1. Timelog View


Switch between different views (e.g., time log, time off) to organize displayed data.

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  1. Approval History


This feature allows you to view your timesheet approval history for a detailed record of all submitted, approved, or rejected entries.

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OPEN Timesheet has been logged but either not yet submitted or rejected, and requires resubmission.

APPROVED Timesheet has been accepted.

PENDING Timesheet is waiting for approval by the approver.

  1. Timesheet Status Summary


Shows a quick summary of time logged:

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  • TOTAL Displays the total hours logged over a selected week, month, or custom period.

  • UNSUBMITTED Time logs that have been logged but not yet submitted for approval.

  • APPROVED Time logs that have been approved by the designated approver.

  • REJECTED Time logs that were reviewed but rejected, requiring adjustments or resubmission.

  • PENDING Time logs that are awaiting review and approval by the approver.

  1. Message Icon


Allows communication with approver or team members about a specific timesheet entry.

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  1. Open Timelogs icon

Opens the Timelogs section to manage, edit, or review time log details for the selected week/day.

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  1. Daily Time logged

Displays time logged per day with associated tasks.

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  1. Toggle Task Detail

Expands or collapses to show task details aligned with the daily time logged.

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  1. Export Button

Exports the timesheet data into CSV format for offline use or reporting.

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Individual Approval History

In the Timesheets section, click on the Approval History link located in the top-right corner.

This feature allows you to view your timesheet approval history for a detailed record of all submitted, approved, or rejected entries.

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→ Here are some key metrics in the Approval History:

Key Components

Descriptions

  1. PERIOD

Displays the week or date range for the timesheet entry.

  1. LOGGED

Show the total hours logged by the users for the selected period

  1. STATUS

OPEN - Timesheet has been logged but either not yet submitted or rejected, and requires resubmission.

APPROVED - Timesheet has been accepted.

PENDING - Timesheet is waiting for approval by the approver.

  1. ACTOR

The user who submitted the timesheet or made changes to it.

  1. APPROVER

The person responsible for reviewing and approving or rejecting the timesheet.

  1. ACTION

  • Approved: Timesheet has been accepted.

  • Rejected: Timesheet has been declined.

  • Submitted: Timesheet has been submitted but not yet reviewed.

  1. DATE

The date when the action was taken, such as approval, rejection, or submission.

Exporting Individual Data

TimePlanner allows you to export an individual’s timesheet report in CSV format:

  1. Click CleanShot 2025-09-15 at 14.58.58@2x-20250915-075904.jpg in the top-right corner to download the timesheet data.

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  1. In the Export dialog box, select the fields you want to include in the report.

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  1. Then click on CleanShot 2025-09-15 at 14.57.32@2x-20250915-075739.jpg to generate and download the file.