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Task by customer?

Am I able to view a task by customer? In other words, I have a team of people -- each who may have meetings with multiple customers on a given day. Are they able to enter time so that I can see an entry for "meeting"...and it may exist three times in a given day, one for each "customer" visit. Keeping in mind that those customer entries need to be dynamic. Each individual is finding and entering their own customers, only some of which may be worked on by others on the team as well.

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    Aaron Wendel shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    1 comment

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      • AdminMrTickTock (Admin, MrTickTock) commented  ·   ·  Flag as inappropriate

        That is definitely doable, though I'm not sure if I understand the requirement correctly.

        You can create "meeting" task for every project/customer separately (or one common task not linked to any customer/project if you like).
        Once there are time reports, you can quickly create data report showing time logged for those tasks (group by "Customer/Project/Task").

        Let us know if that answers your question or you need further assistance.
        We are happy to help.

        Thanks,
        Jacek

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