Overview
This article explains how to search for and select the correct project task when adding entries to your timesheet in Drum. It outlines how the feature works, making it easy for users to quickly find the right tasks and log time accurately.
This guide emphasizes the importance of correct task selection to ensure reliable reporting, smooth approvals, and consistent time tracking. With clear and user-friendly guidance, it helps customers confidently navigate the process, avoid common errors, and create a more efficient and seamless timesheet experience.
How to search for a project task to add to the timesheet
This guide walks you through manually adding a project task to your timesheet so you can accurately allocate your time.
Step 1: Click the “Search by project” field located in the floating menu at the bottom of the timesheet screen, or use the shortcut Ctrl + K (Cmd + K on Mac) to quickly access the search field.
Refer to the screenshot below for a visual guide
This intuitive process allows you to efficiently locate the right project task, ensuring precise time tracking and seamless timesheet management.
💡 Note: Your ability to see and add projects for time tracking depends on your account permissions. If you can’t find a project you think you should have access to, check that you’ve been given the right permissions and that you’re assigned to that project or task.
Step 2: Once you’ve found the project that you would like to allocate time to, either click on the project name or use your keyboard’s up and down arrows to focus on the project that you’d like to add time to and press the “Enter” or “Return” key.
Refer to the screenshot below for a visual guide
Step 3: Once you have selected the project, you will see that project’s task list appear above the “Select a task” field in the floating menu with all of the tasks that you have permission to add time to.
Refer to the screenshot below for a visual guide
Note: Either type to search for the task that you’d like to allocate time to or simply scroll up or down to find the appropriate task.
Step 4. The project task will now appear as a row on your timesheet, and the task menu will close.
Refer to the screenshot below for a visual guide
Note: You can click on the “Select a task” field to add another task from that same project to your timesheet, but a task will only ever be shown as a single row on your timesheet.
Helpful Notes
Users can search for and select the correct project task to log time in Drum, ensuring accurate timesheet entries, provided that they have permissions to do so.
Correct task selection is important for reliable reporting, smooth approvals, and consistent time tracking.
Time entries should be manually added by searching for the project task in the timesheet interface.
The feature allows users to quickly locate the right project, reducing errors and improving workflow efficiency.
Clear guidance and step-by-step instructions make it easy for both new and experienced users to navigate the process.
This guide helps users confidently allocate time, maintain organised timesheets, and avoid common mistakes.
Tips:
Use keyboard shortcuts (Ctrl + K / Cmd + K) to quickly access the search field.
If you can’t find a project, check that you have the correct permissions and are assigned to the task.
Double-check your selection before logging time to maintain accurate reporting.
Keep entries consistent to make approvals and reporting smoother.
Need More Help?
If you're still having trouble accessing your timesheet, our support team is ready to help.