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Time Tracking

Updated over 3 weeks ago

Time tracking basics

  • Each tracked unit of time is called a timer

  • Timers can either be associated with

    • Client Work

    • Firm Work

  • Timers can also be associated with a workstream

    • A workstream refers to a type of work, like Admin, Payroll, or Closing work

  • If a timer is started in a client's close, users can choose that close as their workstream

  • Mark timers as Billable or not billable and leave additional notes


Enabling Time Tracking

Enable or disable timers from Practice Settings.

  1. Go to Practice Settings (⚙️ icon)

  2. Click Time Tracking

  3. Check the box that says Enable Time Tracking

Additional time tracking settings

  • Enable timer notifications

  • Restrict timer edits by standard users

  • Enable timer log locking


Starting a Timer

Users can start timers from any page and choose whether the timer is for Client Work or Firm Work.

The Start Timer feature sits at the top right of your screen. Once time tracking is enabled, all users will see the Start Timer button as well as the hourglass icon to the right, where they can view historical timers at a glance.

When working within a client’s close, the timer automatically pre-fills with that client’s values.

Stopping a Timer

A timer can be stopped from the top of the screen by selecting the square End Timer icon.


Timer reporting

From the Client List, all timers are accessible by clicking the Timers tab. From there, timers can be edited or deleted, and new timers can be added for time not originally tracked through Double.

User Permissions

  • Admin users can view, edit, and delete all timers for all users

  • Standard users can only see and edit their own timers

  • Manager users can view and edit their own timers. They can also view all timers for users assigned clients they have access to.

  • All users can add their own timers under the Time Tracking tab

Users cannot create timers for other users.


Changed? column

The options displayed in this column are:

  • Added – the timer was manually added on this page.

  • Edited – the timer was tracked through Double, but the start or end time was modified.

  • No – the timer was tracked through Double and the total time was not edited.


Timers

To quickly access timers, click the hourglass (⏳) icon. This is useful for updating a recently completed timer, such as adjusting the start time or adding additional details to the timer’s notes.

Editing time

Click into any cell on the table to update the information as needed.

If a standard user is unable to edit timers, an admin should be contacted to confirm whether editing is restricted under the current Practice Settings.

Adding Time

Users can add time by navigating to the Timers tab and selecting Add timer under the Timers dashboard.


Timer notifications

Time tracker notifications encourage consistent time tracking across client work in Double.

When this setting is enabled:

  • All users are prompted to start a timer when navigating to a client’s close.

  • All users receive a notification prompting a timer switch when moving to a different client than the one currently being tracked.

This setting can be enabled from the Time Tracking section under Practice Settings.

Going to a client's close page 👇

Switching between clients 👇


More on Reporting here 👉 Time Tracking Reporting

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