How Does TimeTracker Automatically Assign Jobs?

Jobs can be assigned to an activity in several ways:

• Automatically by Folder Tag
• Automatically by matching the JobID in the filename
• Automatically by matching the JobID in the file path
• Automatically by inclusion in a meeting invitation's Description field
• Manually

By Folder Tag

TimeTracker has the ability to automatically assign the Job ID just by working with a document that is saved to a particular folder.  

TimeTracker allows a user to associate a Job ID with a folder...and then it can read that association while the user is working with a document saved in that folder.  If the document is not currently assigned with a Job ID, TimeTracker will automatically make the assignment.

Here's a screenshot showing how easy it is to "Assign the Job ID (Project) to a Folder".  This example shows the pull-down menu within the Adobe Creative Cloud application, but other TimeTracker client software supports this feature as well.  

Click the image above for a brief video showing you it works.  Here is the same video link.

By Matching JobID in the filename

For firms using job codes that are greater than 4 characters, TimeTracker can search for the Job ID within the filename.  If the match is made, then the association is made on the server...and the user will see the Job ID association when reviewing the timesheet.

Note that TimeTracker also supports identifying the Job ID + Job Component.  In the case, use an underscore between the JobID and the JobComponent.

By Matching JobID in the file path

TimeTracker can also match the Job ID within the file path, and the behavior is identical to matching a JobID in the filename.

By Matching JobID in a meeting's Description field

TimeTracker can automatically retrieve meeting information from your Exchange Outlook and/or Google Calendar. Simply insert #TT-{jobID} where {jobID} equals the precise Job ID as recorded in TimeTracker.

Here's a video showing how TimeTracker can automatically retrieve meetings with Job ID.

Manually

While working with an active application or open document, a user can simply click on a particular job in the list of Jobs within the relevant TimeTracker interface (either the Desktop App or the Add-on for Creative Cloud).  Clicking on a job assigns that job to the open document.

TimeTracker will remember the assignment even if you shut down the computer and start it again days later.