Timesheets page

This page lets you review logged time, filter it, analyze it (charts), and prepare a timesheet (preview, export, invoicing). It does not replace starting an activity: to clock in, use the Tools panel (see Choose a task).

info

The task / work document labels (and their plurals) can vary with your workspace settings. The interface shows the labels configured for the workspace.

Prerequisites

• You must be signed in to Sequentia.
• A workspace must be selected.
• The Billing module must be enabled on the workspace — otherwise the menu item is hidden.

Useful permissions on this page:

Element	Condition
Page / menu access	Billing module enabled
See multiple users, user-edit button, Settings	Permission to manage timesheets
Without that permission	Your time only (signed-in user); non-clickable person icon; no settings
Permission to view timesheets	Declared on roles, but not applied on this page currently — see To confirm with product

Open the page

1. Open the navigation menu.
2. Under Billing, click Timesheets.
3. Some invoicing dialogs can also take you here.

Screen overview

Area	Role
Toolbar	Switch Timesheet / Table, open tasks and tickets, show Total, open settings
Activity breakdown chart	Time shares by work document (and “Other”); checkboxes to exclude slices
Estimate vs actual chart	Compares estimates to real time for the selection
Table (default)	Activity timeline by user and period
Timesheet (large screen)	Document preview on the left, tools on the right
Timesheet (mobile, ≤ 767 px)	Opens the document in a window instead of a side preview

Toolbar

Switch view

Segment:

Label	Effect
Timesheet	Document preview / export (or window on mobile)
Table	Timeline (default when the page opens)

Select tasks

• Clickable row (list icon): label Select tasks, or N + the workspace task/tasks label.
• Badge: number of checked tasks.
• Disabled until at least one work document is in the selection (often auto-filled from activities in the period).
• Opens Select one or more tasks: checkboxes per document, select all / select all for one document. Closing (X) applies the selection (no separate Confirm button).

note

Task selection mainly feeds the charts and the timesheet preview / export. The Table timeline and the toolbar Total use work documents (all of their tasks), not the checked task subset — see To confirm with product.

Select tickets

• Clickable row (ticket icon): Select Tickets, or #number title, or N Tickets.
• Opens Select one or more Tickets: search, Archived / Not Archived filter, select all, list with status and assignee.
• If boards have time in the period but you cannot access them: message The following boards…, board names, and option Include inaccessible tickets.
• Closing (X) also applies the selection.

Total

Shows Total: plus the filtered duration (hours / minutes), or a loading indicator while refreshing.

Settings (gear icon)

Visible only with permission to manage timesheets. Opens Timesheet settings:

• multiple preference sets (add, rename, delete, favorite star);
• default period (Daily / Weekly / Monthly);
• week start (Monday / Sunday);
• default users and default work documents;
• Save stores preferences on your profile for the current workspace.

Preferences are remembered per workspace. The favorite preference (star) is applied when you open the page.

Charts

Activity breakdown

Title: Activity breakdown.

• Pie chart + legend with checkboxes (color per document).
• Other checkbox for time not clearly tied to a listed work document.
• Unchecking a slice excludes it from related calculations (timesheet preview / estimate vs actual along the pipeline).
• Empty state: No activities.

Estimate vs actual

Title: Estimate vs actual.

• Compares task estimates to real time for the selection (after legend exclusions).
• Percentage shown (green / red when over estimate).
• Possible messages: No activities, No estimated tasks in this period, or … without estimate.

Table view (timeline)

Shown when the Table segment is active.

Period

• Previous / next arrows (hidden for a custom range).
• Click the date label: period filter popover (day / week / month / custom range).
• Refresh button (disabled for ~3 s after a click).
• If several preferences exist: preference selector (⭐ for the favorite).

note

In the period picker, the labels Day, Week, and Month are not yet translated to English — see To confirm with product.

Users

With permission to manage timesheets	Without
Round edit button → multi-user picker	Non-interactive person button; you only
Clickable avatars (user profile) + duration under avatar	Same for your row

When users are added, their activities for the period are loaded (with history when needed).

Activity bars

• One row per selected user.
• Colored bars: duration when wide enough; in day view, ticket / task when wide enough; badge for count of grouped activities (or outside day view).
• Click a bar → Activity log.
• Red now line if the displayed period contains the current time.

Grid navigation: in month view, click a week; in week / custom view, click a day to zoom.

Timesheet view

Large screen

1. Choose Timesheet.
2. Preview builds on the left (skeleton while loading).
3. Actions panel:
   • Download → PDF / CSV / XLSX (when a document is ready);
   • Create invoice(s) → opens invoice creation from the timesheet;
   • Edit → edit mode (FR/EN language, reorganization; Cancel / Save).

Mobile

The Timesheet segment opens a document window instead of the side preview; the segment stays on Table behind it.

Work documents: automatic selection

There is no “Choose work documents” row in the toolbar.

Work documents in scope mainly come from:

1. activities for the period / users (automatic selection);
2. default work documents on the active preference (settings);
3. exclusions via the breakdown chart checkboxes.

Tasks and tickets are then selected manually as above.

What this page does not do

• Start / stop / switch a running activity: Tools panel and Choose a task / Activity log.
• Create a work document, task, or ticket.
• Require permission to view timesheets to show the page (only the Billing module is required).
• Show a dedicated message when you do not have permission to manage timesheets.

In-app help

On the Timesheets page, the header help menu opens this topic. Help title: Help - Timesheets. The FAQ reminds you to pick a period then a work document to export — the current flow goes through the Timesheet view and task / ticket filters / chart exclusions.

The Choose a task and Activity log dialogs have their own contextual help.

To confirm with product

• The permission to view timesheets exists on roles but is not applied on this page. Confirm whether access should be restricted beyond the Billing module.
• No dedicated message is shown for users without permission to manage timesheets: confirm whether an informational message is desired.
• Task selection: clear impact on charts and preview; the timeline and Total ignore the task subset. Confirm the intended behavior.
• Period picker: Day / Week / Month labels appear in French even on an English interface. Confirm translation.
• Help FAQ still mentions work-document filters while the interface mainly exposes tasks, tickets, and chart exclusions. Align FAQ copy.
• Invoice creation / export from the preview: no invoice-management or export permission check in the preview panel itself — confirm whether guards should be added.