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Use Timers on the Mobile Dashboard
Updated over a week ago

What's in this Article

The timer feature helps to easily record your time spent on a client within the mobile app. The process is simple: select the timer feature, pick your client, assign tasks/subtasks, and even add notes! Go ahead and do your work and when you are finished, follow the next steps to save the time entry.

Create a Timer

1. In the Canopy app, select the blue + icon.

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2. Select Timer.

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3. Choose the client for whom you would like to start a timer.

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4. In the timer pop-up, choose the related Task.

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5. If needed, choose a Subtask.

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6. Add a Note if you choose.

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7. Press Continue.

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Once the timer window closes, you will be able to see all My active timers.

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Save a Timer

1. Tap the Clients tab.

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2. Select the desired client.

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3. Tap on the Timers icon on the top right side of the client record.

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4. On the in-line timer, tap on the three stacked dots.

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5. Tap Save.

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6. Choose the applicable service under the Service drop-down.

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7. Select the task in the Task drop-down.

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8. If needed, select the associated Subtask.

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9. If needed, add a Note.

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10. Switch the Billable time option on or off.

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11. Tap Save time entry.

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