Customizing Timesheets
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Availability: Business, Enterprise, Pinnacle. ; Unavailability: Free, Team; |
All users, except for Collaborators, Contributors, and Viewers, can customize their own timesheets.
You can change which tasks are visible on your timesheet and how they're displayed.
Note
You can only personalize your own timesheets. When viewing other users' timesheets, they will appear in read-only mode. However, the admin and account owner have the authority to personalize timesheets for individual team members.
It’s possible to change which tasks appear in your timesheet. You can choose from the following two options:
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Active items: If this option is selected, all active tasks assigned to you and scheduled for the current week will appear in your timesheet automatically.
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Completed items: If this option is selected, all completed tasks assigned to you and scheduled for the current week will automatically appear in your timesheet.
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Deferred items: If this option is selected, all deferred tasks assigned to you and scheduled for the current week will automatically appear in your timesheet.
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Canceled items: If this option is selected, all canceled tasks assigned to you and scheduled for the current week will automatically appear in your timesheet.
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None: If no prefill options are selected, tasks will not be added to your timesheet automatically. You will need to add them manually.
To set the preferred prefill settings:
Click the Prefill button in the timesheet settings bar. A dropdown menu will appear, allowing you to select from the available prefill options. Your timesheets will then be automatically populated based on your chosen option.
To add an existing task shared with you to a timesheet:
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Click +Item button 1 at the bottom of the table.
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Select one of the tasks from the list that appears or start typing the title of the task you want to add and select it once it appears 2.
Note
You can't add a task that you don't have permission to add time entries to due to your access role.
It’s not possible to create tasks from within Timesheets.
You can pin a task to Timesheets to keep it on the view regardless of the task’s dates or the timesheet’s prefill settings. The pinned task is automatically carried over to the following week until you unpin it.
To pin or unpin tasks:
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Find the relevant task on the view or add it manually.
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Click the cell in the Pin column 1 next to the task’s title. The cell should become highlighted in blue.
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Click the cell again to pin or unpin the task.
When you unpin the task, the task stays on the view of the current week and all weeks where it fits the prefill settings. The task also stays on the view of the weeks during which you added time entries to the task. In all other cases, the unpinned task no longer appears on Timesheets.
If a row doesn’t contain any data (i.e., no time was tracked for the task against this particular category), you can remove it from a timesheet:
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Right-click anywhere in the relevant row.
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Select Remove row. 1
You may see a Not Shared Item in your timesheet under the following circumstances:
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Loss of Access: If you lost access to a task but the task still contains time entries that were previously logged.
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Viewing Another User's Timesheet: When you open the timesheet of another user who has tasks or entries which are not shared to you, those items will appear as Not Shared Item in your view.
A Not Shared Item can be removed from your timesheet just like any other row. Simply follow the same process to remove a row from a timesheet as you would with other tasks.
Note
If there are time entries associated with Not Shared Items, you cannot delete the row containing those items. To remove it, you must request assistance from someone with access to delete the tracked time.
To show an additional Time Tracking category for a task that already appears on the timesheet:
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Right-click a row with the task for which you want to add a category.
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Hover over Add category. 1
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Choose the category from the menu. 2
Note
The Add category button and the Category column in Timesheets won't be visible if time tracking categories are disabled in your account. An account Admin can enable them in Account Settings.
You can sort timesheet entries using the Sort button in the Timesheet Settings bar. Clicking this button opens a dropdown menu with various sorting options, allowing you to organize tasks by criteria such as Name, Category, Location, or others. Once a sorting option is selected, the timesheet will automatically rearrange the tasks to match your preference, making it easier to manage and review your entries. By default, tasks are sorted alphanumerically by title. However, you can manually sort tasks in ascending or descending order based on any column's data by clicking the column title. Clicking the title again reverses the order. This feature is particularly useful for users managing large or complex timesheets.
Wrike's timesheets offer an efficient way to track and manage time, allowing you to customize the view to meet your needs. With features like custom and system fields, grouping, and the ability to toggle fields on and off, you can easily slice and dice your data for better visibility and efficient time tracking.
You can access a variety of fields within your timesheets to gain more insight into your work. To do that,
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Navigate to the timesheet that you want to customize.
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The My timesheet 1 section opens by default.
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Click on the Fields 2 option.
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Click on the toggle 3 icon to enable or disable any field.
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Here’s a list of available system fields you can add:
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Start date
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Due date (enabled by default)
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Created date
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Completed date
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Last modified date
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Duration
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Assignee
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Status (enabled by default)
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Status group
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Location (includes path tooltip on hover)
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Files
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Importance
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Author
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ID
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Item type
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Billing type
Note
Any custom fields you've created or have access to are also available for use within Timesheet, allowing for a more tailored tracking experience.
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Wrike allows you to group your time entries by various fields to better understand where time is being spent. Here are some examples:
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Group by Billing Type: See how much time is spent on billable versus non-billable work.
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Group by Status: Understand the progress of tasks based on their status.
After clicking the three-dot menu, you also have the following options:
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Sort the column in ascending or descending order 1.
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Freeze the column 2.
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Move the column to the right 3.
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Move the column to the left 4.
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Resize the column 5.
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Hide the column 6.
To reduce clutter, you can switch off fields that are not in use. You can easily hide most fields directly by selecting the three dots menu next to each field, eliminating the need to scroll through the entire list of custom fields in the Fields Manager.
Note
The Name and Pin columns cannot be hidden as they are essential for timesheet functionality.
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Purpose: Display all custom fields found in the current timesheet.
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Default State: Collapsed
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Functionality:
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Dynamically gathers all custom fields from items in the current timesheet.
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When enabled, the field is shown in the table and moves to the second section.
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Open the three-dot menu for a field to show field info and add to timesheets. To include a field in your timesheets, either enable the toggle directly or select Add to timesheets from the three-dot menu.
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Purpose: Acts as a storage of selected fields, displaying custom fields per watcher for any timesheet.
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Default State: Expanded
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Functionality:
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Contains all fields that are enabled or added manually via the field menu.
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Does not depend on the current timesheet items, even if they don't have this field.
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When a field is disabled, it stays in the list.
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When Remove from timesheets is selected, the field is removed from the Custom fields in Timesheets section. If the field is used by added tasks, it moves back to the Custom fields. However, if none of your added tasks use this field, it will disappear from the current view entirely but you can always find and re-add any hidden field using the field search functionality.
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