For the purposes of this documentation, we'll assume you created only 1 board (e.g. Clients
), but you can have up to 4 levels of references. Each level can use zero of more boards.
For example, if you need 2 levels of references:
Clients
and Projects
- 1 for each level.Clients
and not use reference board for Projects
level. Instead you can use free text and allow users to enter any project name. See Set up column references for more information about free text mode.Clients
, e.g. Clients - EU
, Clients - US
, etc. and use them for level 1 of references.Assign people to Persons column if certain Clients
are only available for certain people. Rename column to "Allowed Persons"
Clients
This board will be used to store all the entries for your Time Reporting or Planning.
You can reference up to 4 levels.
For the purpose of this document, we create 2 Text columns named Client
and Task
.
You can remove all the items and groups to start with empty board. All the items here will be created by the Time Reporting or Planning view, so items here should not be created manually.
At this point you should have an empty board with the following columns:
Add the view
Newly created view displays information about missing configuration:
Customize View in the right hand view panel to select columns:
Client
Task
Time
Date
2
Note we selected Required levels to be 2, which means users will be required to select both Client
and Task
values when adding new row to the time reporting/planning table.
We have our Clients
board with the list of clients, and Client
column in our main board. To connect them, we need to set up the reference in the Reference Boards dialog.
The Reference Boards dialog contains settings for 4 levels of references as well as optional Users references.
Each level can contain zero or more boards.
When the main board is set up with Text columns for any of level 1-4 references, you have an option to use free text without specifying any reference board. In this case users will be able to enter arbitrary text when creating new row in the time reporting/planning table. This may be useful for example when you don't have specified list of tasks or don't want to restrict what specific tasks can be selected.
The example below shows reference for level 1 board (Clients) and level 2 set as free text.
Given this setup, when the user creates a new row in the time reporting/planning table, they will be able to select a Client from the list of clients in the board Clients
, and enter any Task name in the free text field.
Each reference boards may contain additional columns which can be copied to the main board. For more information about copying values, see Automatically copy values from reference boards to the main board.
Once you've set up the reference boards, you can start adding time entries. Read more in Basic usage.