New Records Templates
New record
templates allow you to preassign attributes to new time records.

The template can be either an Assigned Attribute or Copy
Attribute template.  An assigned template is set up with constant values.  A copy template is dynamic in that it takes whatever attributes a selected time record has and copies them.


To create a new record template:

Open the Control Panel, and click on the New Records tab.

Click on the + button to create a new template.

Optionally give the template a new name.

Click on Assigned Attributes or Copy Attributes.

Set the values you want to use whenever a time record is created.



To set a default new record template:

Open the Control Panel, and click on the New Records tab.

At the bottom of the window, check the box that says “Use this template when starting a new time record.”

Select from the popup menu which new record template to be the default.



To start a time record with a new record template:

Open the Control Panel, and click on the Windows tab, and open a window.

If you enabled “Use this template when starting a new time record” in the New Records control panel, simply select New Time Record -> Default from the Time menu.

Otherwise, select New Time Record -> From Template from the Time menu.

Select the desired template, and click New Time Record.

TIP: If you click and hold down on the New button in the toolbar for about 1 second, a menu containing your New Record templatea appears.