How to Use Work Notes
/user/timesheet/work-notes
Add and review notes on time entries so approvers and clients understand what was done.
Work Notes
Open Work Notes
Go to Timesheets → Work Notes (`/user/timesheet/work-notes`). This page lists notes across entries for the selected member and period.
Add notes from a timesheet
You can also attach a note while editing an entry on Daily or Weekly views — it syncs to Work Notes for managers to search during approval.
What to write
Deliverable name, ticket ID, client call summary, or reason for manual time — enough context for approval without micromanaging.
Who sees notes
Members see their own; managers see notes for people they can review. Follow your company policy on client-visible vs internal notes.
Tips
- Require a note on manual entries over a threshold (for example, 2+ hours) in your team policy.
- Reference the project and task in the note when one day spans multiple clients.
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