Activity-based time entry allows users to associate time details with any type of activity item [link] in Filevine, except for reminder items. Time details can be added while creating an activity item or any time after.
Add to New Items
To add time details while creating an activity item, click Add time and enter the desired time entry information. For phone call items, the Time field auto-populates based on the Start Time and End Time you selected, but can be edited.
Click Add/Create/Send to create both the activity item and the time entry. For task items, the time entry is not created until the task is marked as complete.
When you create time entries using this method, the team member, date, and description fields are auto-populated based on the item type. To edit these fields, read the Edit or Remove section below.
| Item Type | Default Team Member | Default Date | Default Description |
|---|---|---|---|
| Note | item creator (you) | note creation date | “Note created on [date]: [subject]” |
| Portal Message | item creator (you) | message send date | “Client Portal Message sent on [date]: [subject]” |
| Phone Call | item creator (you) | phone call date field | “Phone Call made on [date]: [subject]” |
| Text | item creator (you) | text message send date | “Text Message sent on [date]” |
| Task | task assignee | task completion date | task message field |
Add to Existing Items
To add time details to an existing activity item, find and select the item to open its flyout. Click the vertical ellipsis ⋮ and select Add Time Entry.
In the Add Time Entry modal, fill out the desired time details. Certain fields, like the team member, date, and description, may be auto-populated. Update these fields as desired, and then click Save to create the entry.
For task items, the time entry is not created until the task is marked as complete. When you mark a task with time details complete, the Edit Time Entry modal will open, allowing you to review and edit the information if desired. When finished, click Save and Complete to create the entry.
Edit and Remove
To edit or remove an item’s time details, find and select the item to open its flyout. Click the vertical ellipsis ⋮ and select Edit Time Details.
Heads Up!
Once the item’s time entry has been added to an approved/finalized invoice, you will not be able to edit or remove the associated entry.
In the Edit Time Entry modal, make the desired edits and click Save. To delete the entry, click Remove, and then click Remove again to confirm.
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