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How To Review Time Card Notes

Learn how to review, add, and edit time card notes.

Written by Christina Kao

How It Helps

Workyard's time card notes feature helps team members, managers, and administrators communicate more effectively and keep records accurate. Team members can document their work progress and share updates with supervisors, while managers and administrators can edit and add notes to keep each time card up to date. This article walks you through reviewing, adding, editing, and downloading notes on a time card.

How It Works

  1. How to Review Time Card Notes

  2. How to Add and Edit Time Card Notes

  3. How to Download Time Card Notes and Attachments

  4. FAQ's

How to Review Time Card Notes

  1. Use the Notes column on the Time Card page to quickly identify which time cards have a note.
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  2. Open the Timecard and navigate to the Notes tab.

  3. You can view all the notes added to the timecard.

    NOTE: Any user with access to the selected time card can review the notes on the time card.

Pro subscribers: you can also review notes with Projects tagged to them in the Project Hub.

How to Add and Edit Time Card Notes

Adding a Note on a Time Card

  1. Open the time card and navigate to the Notes tab.

  2. The Notes tab shows the number of notes added to the time card.

  3. To add a new note, click the + Note button.

  4. You can include text, a picture, and/or the worksite address in the note.

  5. Any pictures a team member adds will automatically tag the project and/or worksite address with the geolocation of where the picture was taken.

    Pro & Autopilot subscribers: You and your workers can tag a Project to the time card notes. Notes with Projects tagged to them will also be available for you to review in the Project Hub categorized by project.

Editing a Note on a Time Card

  1. Open the Timecard and navigate to the Notes tab.

  2. Click on the pencil icon next to the note you want to edit.

  3. Edit the note as needed.

    • Administrators can edit notes on Clocked In, Submitted, Approved, and Processed time cards.

    • Managers can edit notes on Clocked In and Submitted time cards only.

    • Workers can edit notes on Clocked In and Submitted time cards only.

  4. Click on the Update button to save the changes.

How to Download Time Card Notes and Attachments

  1. Open the time card and navigate to the Notes tab.

  2. To download all files attached to the time card, click the All Files button.

FAQ's

  1. How To Download Time Card, Mileage & Note Reports

  2. How To Review Project Notes

Our customer support team is always here to help if you have questions or need assistance:

  • Email: help@workyard.com

  • Chat: Message us via the Help icon

  • Phone: Call us at (213) 348-7631 from 8am-7pm CST

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