Auto-Text Values

For many firms, the notes that are included in each time entry can become fairly standard. The dates and the participants change, but the work may be very similar from week to week and month to month. Even so, the more your staff enters into the notes field for each time entry, the more information you'll have weeks or even months down the road when your client or project manager wants to know "what was done for that 20 hours" in a given week.

Auto-text is like shorthand for timesheet notes. It makes note entry easier. Instead of entering a common phrase (e.g. - "conference call with the customer re XXX"), users can enter in an auto-text key (e.g. - "ccwc XXX"). Then, when the user tabs off the notes field, their auto-text key is replaced with text.

Editing Auto-Text Values

We've loaded a suite of common auto-text values into BigTime, and you can tweak that set of values from the Tools...System Settings...Auto-Text Values screen. That screen contains a complete list of the keys (and their corresponding text values) in the system.

• You can edit any of these values right from this screen (you don't need to click through to another screen), and you can save all of your changes by clicking the save button.
• Add new auto-text values to the list by entering them in a blank row at the bottom of the list. You can enter as many as you like into the system.
• If you'd prefer to turn auto-text off, you can check off the "turn off" check box at the top of this page and click save to disable auto-text for all of your users.
  • Users can turn it off for JUST themselves from their My Account page in the Daily Routine menu.
• Users can print a list of auto-text codes/values right from the How-Do-I box on their timesheet page.