Drag & Drop a Worklist Entry in the CalendarView

To Drag and Drop a Worklist entry to the CalendarView do the following:

1. From the Navigation menu select: Time > CalendarViewThis view will display the timesheet in a chronological order. It holds all of the same functions as the standard Day view but offers alternative methods for Merging time entries. You can also drag items to increase / decrease the duration..

2. This will open the CalendarView.

3. This process will require the user to have WorklistWorklist items are defined in Tools > Worklist > Management. They allow you to setup a pre-populated time recording entry for regularly used client matters. They also allow you to define a narrative so you can simply enter time by selecting a worklist item and a duration with no other need to select details for the time entry. entries created in Tools > Worklist > Management. In the CalendarView, click the Search Worklist ellipsis button. This will display a list of the active Worklist entries.

4. Click on the required entry to select it. The client matter details are displayed in the field and a Drag and Drop button is then displayed to the right of the Worklist ellipsis button.

5. To add the time entry, click and hold on the drag and drop button, then drag it to the time increment in the CalendarView where the start / stop sequence should be captured for the entry. The duration will be set according to the increments set in the CalendarView. (6 minute, 15 minute or 30 minute durations)

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6. When the time entry is dropped the screen will auto refresh and the time entry will be displayed according to the defined Worklist item.

7. The time entry can be or hover your cursor over the CalendarView entry to view the details in a pop-up.