Playbook for Digital Agencies
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Playbook for Digital Agencies
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Submit New Timesheet


Step 1: Start New Timesheet
Click the Add Line-Item button to add a line-item to the timesheet, then fill in all the details for each line-item in the timesheet.
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Add Line-Item
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Search
Date
Name
Category
Project
Hours
Description
Submitted
1
5/15/2020
Morgan
Client Work
Smithfield Manufacturing Salesforce Integration
1.00
Field mapping discussion with client
2
5/19/2020
Morgan
Client Work
Biglytics Retainer
2.00
Built out new landing page
3
6/2/2020
Morgan
Marketing
​
2.00
Buyer journey planning
There are no rows in this table
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Step 2: Submit Timesheet
Double-check each line-item, then click the button below to submit them to the ClearPivot master log. Each line-item can only be submitted once. It usually takes 1-2 seconds for each line-item to submit. After each line is submitted, the Submitted checkbox will be checked and the line will grey out.
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Submit Line-Items
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Step 3 (Optional): Check Submission
Check that all the new line-items on
All-My-Timesheets_subLg
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are correct. (You might need to wait a few minutes and then manually refresh the master log. Click the circular arrow icon on the master log table to manually refresh it.)
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Step 4: Reset Timesheet Submission
Click the button below to reset your timesheet for next time.
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Reset Invoice Submission
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