Timesheet Automations

Automate small but repetitive timesheet housekeeping — carrying notes through to task

lines and handling non-billable time.

## Triggers

| Trigger | Type | Fires when |

|---|---|---|

| **Timesheet Created** | Event | A timesheet entry is created or updated. |

> **Note:** there is currently no recurring/daily timer trigger for timesheets. Timesheet

> automations run from the **Timesheet Created** event only.

## Conditions you can use

- Fields on the timesheet entry such as billable length, linked task, and notes — for

  example, only act when the entry has a note, or only on non-billable entries.

## Actions

**Add Timesheet Note to Project Task Line** — appends the timesheet's note onto the

description of its linked project task line (on a new line). Only acts when the entry has a

linked task line and a note. No settings.

**Set Timesheet Billable Length to Zero** — marks the entry as non-billable (sets its

billable length to 0). No settings.

## Notes

There are no pre-built Library templates for timesheets yet — use **Add Workflow** to build

your own from the trigger and actions above.

Typical custom workflows:

- **Carry notes through to the job** — *Timesheet Created* → *Add Timesheet Note to Project

  Task Line*, so context entered on time logs shows up against the task.

- **Auto-flag certain time as non-billable** — *Timesheet Created*, with a condition that

  identifies the entries you don't bill → *Set Timesheet Billable Length to Zero*.

## Tips

- Both timesheet actions act on the entry that triggered them and have no settings, so

  these workflows are **Ready immediately** once built — just add a condition if you only

  want them to apply to some entries.