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Sommaire de saisie du temps dans la nouvelle interface

Récemment, nous avons mis en place une nouvelle notification par courriel pour notifier les utilisateurs qui n’ont pas correctement rempli leurs feuilles de temps. Les retours ont été excellents, et suite à cette fonctionnalité, nous avons décidé de lancer un tableau de bord qui affiche les feuilles de temps correctement ou incorrectement remplies pour les utilisateurs que vous gérez. Ce tableau de bord est en fait un sommaire de la saisie du temps et vous permet de vérifier si l’entrée des heures a été correctement effectuée.

Comment accéder au tableau de bord de saisie du temps ?

Pour ouvrir le table de bord, simplement cliquer sur l’item de menu ci-dessous:

Voici un résumé de ce qu’offre le tableau de bord :

  • Vous voyez tous les utilisateurs pour lesquels vous êtes autorisé à approuver le temps.
  • Pour chaque utilisateur, vous voyez les heures En cours, Soumises, Rejetées et Approuvées, ainsi que le Total et les Heures Manquantes.
  • Les Heures Manquantes = (Heures Totales – Heures Typiques de la Semaine)
    • La valeur des Heures […]
By |2024-05-22T14:27:28-04:002024-05-22|

Time Entry Summary Panel in the New Interface

Version française: Sommaire de saisie du temps dans la nouvelle interface

Recently, we released a new email notification to users who have not filled out their timesheets correctly. The feedback has been great, and following this feature, we decided to release a panel that displays timesheets that are filled out correctly or not for the users you manage. This panel allows you to follow up on users’ timesheets and whether the time entry was correctly done.

How to access the summary panel?

To open the Time Entry Summary Panel, simply click the menu item below:

Here is a summary of the panel:

  • The Typical Week Hours value can […]
  • The Missing Hours = (Total Hours – Typical Week Hours)
    • The Typical Week Hours value can […]
    • The Missing Hours = (Total Hours – Typical Week Hours)
      • The Typical Week Hours value can […]
        • You see all the users you’re allowed to do time approval for.
        • For each user, you see the In Progress, Submitted, Rejected, and Approved hours, along with the Total and Missing Hours.
        • The Missing Hours = (Total Hours – Typical Week Hours)
          • The Typical Week Hours value can […]
By |2024-05-22T14:29:03-04:002024-05-22|

Timesheet Improvements in the New Interface

We are proud to launch new improvements to our timesheet module. Over the past few years, we have received much feedback on improving our time management processes.

Here is a summary of them:

  • When you submit your time to someone, we now record the user you selected. For reporting purposes, the “Submitted To” column can be chosen on your My Time and Time Approval panels.
  • The “User Group” filter has been added to the Time Approval panel.
  • You can now force the choice of an approver when the time is submitted. This particular option is set at the account level.
  • Each user can select a default approver to ease the selection when submitting their time.
  • An email notification can be sent to users who did not complete their timesheet properly: not fully submitted or not fully entered the minimum number of hours.

New “Submitted To” Column

When you submit your time to someone, […]

By |2024-05-22T14:08:21-04:002024-04-18|

Introducing New/Edit Project Panels, and More

In our effort to continuously improve the new interface, it is now possible to create a new project and modify the parameters of an existing project. You can also configure project types, statuses, priorities, and clients.

How to create a new project?

First by using the “New Project” button located at the top upper left of the screen.

You can also create a project based on an existing project from the left panel. Any project can be used as a template to create a new project.


How to edit an existing project?

It is now possible to edit project settings using the Edit Project popup. Here are the details of these 3 panels divided into tabs.


To access the Edit Project popup, you can use the left menu panel.

By |2023-02-20T14:29:23-05:002022-08-11|

Introducing Project Configuration in the New Interface

The new interface continues to be the focus of our attention, and today we are happy to allow a project structure to be configured. Administrators and project managers can now configure the assignments, groups, types, priorities, and statuses of their projects, all within the new interface.

How can I modify the project configuration?

The easiest way is to use the treeview. Under each project, use the menu to access the Project Configuration menu and click one of the sub-menu to access the corresponding popup panel (assignments, statuses, groups, types, priorities).

Also, when opening any given task, simply click the edit icon next to the field you want to modify.


How do I configure my project assignments?

Once you click the edit icon from the edit task panel, this panel will display and will allow you to assign or unassign one or several users to your project.

  • Click the Add button if need one or several users to be added to […]
By |2023-02-20T14:29:34-05:002022-04-18|

Time Module now fully available in the New Interface

We are happy to announce that the time management module is now available in the new interface. You can start entering your personal time with the timesheet module or the punch clock. Moreover, you can approve/reject other users’ time with the time approval module.

Time Entry Panel

How to access the time entry panel?

By using the Time button on the top header.

What options are available with the time entry panel?

  • View multiple weeks on the same page;
  • Select the time period and the number of weeks you want to see at a time;
  • Filter your time items with 3 filtering options (project/time status/time type);
  • Choose the columns you want to see in the grid view; Click any column to sort;
  • Change time values directly in the grid without opening another popup;
  • Get the totals per week/row/column for the selected period;
  • Easily see what time items are submitted/rejected/approved with colors;
  • Check multiple time items to submit them for approval, or for deletion;
  • Easily add time in any week using the […]
By |2023-02-20T14:29:47-05:002022-04-05|

Search and Treeview Enhancements in the New Interface

A number of changes were added recently and outlined below, including a new Project view in the Navigation panel!

Search Edit panel improvements

The Search edit panel is the main area to custom select the projects and information that you want as your primary task results set. From there you can further filter.

Parameters have been added to further select just the data you are seeking.

1) Parameters for using/excluding Static template projects. In most use cases, exclusion of tasks that are within Static templates is desired (and is selected by default)
2) The Document parameter will allow targeting only tasks that include document attachments

Treeview for All Projects, with an information tag

From the Projects section of the Navigation panel you can now select the ALL PROJECTS item from the drop-down menu:

This allows the ability to view whether the Project is completed as well as visually display the Parent/Child project relationships for Template-based projects as well as provide template information (Static tag).


By |2023-02-20T14:29:57-05:002022-01-19|

Concurrent Task Editing/Saving Improvements

When 2 or more users have the Editing panel open for the same task, and 1 of the user saves the task with changes made, the other user(s) are informed of a task update if they attempt to modify. If any modifications have been entered but not saved, the user will have an opportunity to copy their content (otherwise they could lose it). If no modifications were made, the Edit panel refreshes upon a mouse focus over the panel, and the change by the other user is reflected.

This is a major improvement upon previous versions wherein the vast majority of occasions the user was informed that the task was modified, and they lost any information that they had entered.

By |2023-02-20T14:30:07-05:002021-12-13|

Improved Interface Themes

If you have not yet noticed, under your My Profile area by clicking on your avatar on the top right, you can choose between 2 theme offerings. The default “Light” theme, and a much more contrasted (and many have commented, cooler) “Dark” theme are available. 

You may have noticed a “lightening” up of the interface for the “Light” theme, and much better use of contrast in the “Dark” theme. Previously, too many grey tones led to many users not being able to easily discern different zones of the application. 


Not only is access to a “Dark” theme cool, but there may also be health benefits depending on the lighting conditions and time of day that you work. If you suffer from eye fatigue, try switching themes and see if it makes a difference.

More features will be ported to the New interface as time goes on.

By |2023-02-20T14:30:19-05:002021-11-22|

Introducing Comment Editing in the New Interface

Don’t you wish that you could fix the mistake in your comment on the task after you just saved it? Well, no more copying the comment, deleting the comment, then pasting and correcting the new comment. Simply click the edit icon and modify the comment. Any user can now delete their own comments as well. Don’t worry Project Managers and Administrators, all changes are recorded under the Task History. 


More features will be ported to the New interface as time goes on.

By |2023-02-20T14:30:28-05:002021-11-22|
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