User Manual for Task Log
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User Manual for Task Log

Overview

Adding Tasks
Todo/Scheduled/Repeating
Using to enter a new task
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Task: Enter the task as you want it to appear on your log
Due/First Date:
If a repeat day isn’t included, will show up as “Due Today” on the selected date
If a repeat day is selected, will show up on Logs at the time first selected
If left blank will show up as “to-do”
Duration: The time spent on meeting/Task
Billing Code:
If for a specific billing code, for example
@RBD-PI-MillRiverGreenWay
, the Duration will be added to your general time
If for general LWTB task/meeting,
@LWTB-ALL
will Divide the time proportionately based on the calculation approved by Paul.
Repeat: The weekday(s) a meeting or task repeats
Complete:
THIS WILL MOVE NON-REPEATING TASKS TO LOGS FOR THE DAY INDICATED. After, they will be in “Complete” Tasks
If there is a repeat day, it will show up without marking complete
Notes: Any notes for yourself (wont show up on Log summary)
File: Any File can be attached (obviously not anything clients wouldn’t want)

Work Logs
Setting up Email Summaries (Let
@Damon Kost
know if you are having trouble- some tiny easy fixes)
On the Top-right, click Insert, and then search for the Gmail pack
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Sign In with either your Winsor or Personal Account and the button“Send Logs” on the page should be bright orange.
Go to to add your winsor account and remove mine

Automation
Setting up Automatic summaries
Go to the gear-icon then “Automations” in the top-right
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Configure Whenever you want based on the below:
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