Klokka guide
I cannot find the client, project or activity
In most organisations clients, projects and activities are created by whoever manages Klokka: that way there is only one list and the reports add up. If everyone could add their own, after a month there would be three ways of spelling the same client.
But you do not need to leave where you are. To request its creation you need to:
- Open the window you are tracking in — «Start timer» at the top of the left-hand menu, or «Create» in «Time entries».
- At the top of the window there is the line «Can’t find a client, project, sub-project or activity?» with the «Request creation» link: click it.
- Choose what you need — «Add client», «Add project», «Add sub-project», «Add activity» — then the «Name» and, if needed, the client or project it belongs to. «Send request».
As soon as it is sent, the item already appears in the dropdown, with the «pending» badge, and it is selected: you can start the timer right away, without waiting for the answer.
The administrator receives it
They find it in the «Control centre» (the button at the bottom of the left-hand menu) → «Requests» item in the list on the left, «Pending» tab. On the request, the «Manage» button opens the window with three paths:
- «Approve and create» — the item is created with the details you wrote (they can tweak them first) and the «pending» badge disappears;
- «Reassign» — it already existed under another name: they point you to which one to use, and the hours you had already logged move there on their own;
- «Reject» — with a «Reason», so you know why.
You receive a notification with the outcome. You can also see your own requests in the same «Requests» item of the Control centre.
If it is rejected
The hours you logged on the pending item do not disappear: they stay yours, but attached to nothing, and until you sort them out they do not count in reports. You find them in the Control centre, «To reassign» item — see the page on entries to reassign.
If your organisation does not have this
Some organisations let whoever tracks time create directly: in that case, at the bottom of the dropdowns you find «New client», «New project», «New activity», and there is no request — just add.
Questions this guide answers
- I can't find the project in the list
- how do I add a client
- the activity I need to log against is missing
- how do I request that a project be created
- where do I see creation requests