Skip to main content

Using AI to Manage Time Entries

Create, edit, duplicate, delete, and approve time entries using the AI Assistant or AI Agents: just describe what you need in plain language.

You can manage time entries through the AI Assistant or Agents using plain language.

Describe what you want to do, and the AI resolves the budget/deal, service, date, note, and task; and flags any conflicts before making changes.

Before You Start

  • Productive AI must be enabled by your account admin. Go to Settings > Productive AI and toggle Turn on AI.

What You Can Do

  • Create a time entry: describe the work, duration, and budget/deal, and AI creates the entry

  • Edit a time entry: change the duration, note, or service on an existing entry

  • Assign to a task: link a time entry to a specific task

  • Duplicate a time entry: copy an existing entry to another day or time

  • Delete a time entry: remove an entry you no longer need

  • Submit or unsubmit a time entry: send your time entries for approval or withdraw a previous submission

  • Approve or unapprove a time entry: approve or reverse approval on an individual entry

  • Reject a time entry: reject an individual entry with a reason

  • Approve or unapprove a timesheet: manage approval status for a submitted timesheet

  • Reject a timesheet: send a timesheet back with a reason

  • Start or stop the timer: control the running timer without leaving the chat

Using the AI Assistant

Open the AI Assistant from the icon in the top-left corner, or from within any time-related view. Type what you want to do in plain language. The Assistant will ask for any missing details before confirming the action.

Examples:

  • "Log 2 hours on Acme Corp project management for today."

  • "Edit yesterday's time entry for the design review β€” change the duration to 1.5 hours."

  • "Stop the timer."

  • "Duplicate Monday's time entry for the platform sprint to today."

Using AI Agents for Time Entries

AI Agents can perform time entry actions as part of broader automated workflows, without requiring you to type each step manually.

An Agent can, for example, scan your calendar, create time entries for the day, and submit your timesheet, all in sequence.

πŸ“Œ AI Agents have their own set of permissions. What an Agent can do depends on the permissions assigned to it, not necessarily your own.

Conflict Detection

Before creating or editing a time entry, AI checks for conflicts:

  • Already submitted: the timesheet for that period has been submitted

  • Already invoiced: the time entry is linked to an invoice

  • Timer already running: a timer is active on another entry

If a conflict is detected, the AI Assistant will notify you and ask how you'd like to proceed instead of making changes automatically.

Managing Approvals

You can approve, unapprove, or reject both individual time entries and full timesheets directly from the AI Assistant.

Examples:

  • "Approve Anna's time entry from Monday."

  • "Reject Sam's time entry: wrong service."

  • "Approve Anna's timesheet for last week."

  • "Reject Sam's timesheet: note that Monday is missing."

πŸ“Œ Approval actions follow your existing user permissions. If you don't have approval rights, the Assistant won't be able to perform these actions on your behalf.

Did this answer your question?