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New Timeline - Timesheet Assistant
New Timeline - Timesheet Assistant

Streamline your time tracking with Timely’s AI Timesheet Assistant!

Stephan avatar
Written by Stephan
Updated over 2 months ago

Plans 💳 : Starter, Premium, Unlimited, Unlimited+

User Permissions 👥: Employees, Managers, Team Leads, Admins

For legacy plans, please refer to the article here.

🧐📺 Looking for a visual deep dive of the Timesheet Assistant? Check out our handy walkthrough video for an in-depth overview.



Overview

Timely’s AI Timesheet Assistant is built to make time tracking seamless by learning how you log your hours. As it tracks your behaviors and patterns, the assistant grows smarter, allowing it to suggest time entries that fit naturally into your workflow. To maximize the assistant’s potential, make sure you have the Memory app installed or a Memory integration in place—this provides the AI with the data it needs to start learning from your activities.

Once your hours are ready to be logged, the Timesheet Assistant button will turn green, signaling that it’s prepared to step in. With just one click it automatically assigns your time to the right projects, including any necessary tags and notes. You’re always in control—you can then review and fine-tune entries before they’re finalized to ensure everything is accurate and aligned with your needs.

🚧 Beta Feature Alert!

The new Timesheet Assistant features are still in beta as part of our New Timeline Experience.


Table of Contents


✨ Getting Started with the Timesheet Assistant

Before getting started, make sure you’ve installed the Memory app on your device, as it works alongside Timely integrations to provide the AI with the data it needs for generating suggestions. From there, follow these steps to ensure the Timesheet Assistant is active and configured just how you'd prefer:

1. Activate the Assistant From the Hours Dashboard, in Timely, click the Options dropdown along the top, and then select “AI Timesheet Creation”.

2. Choose Your Style Next you'll be asked to select the specific style of AI suggestions you'd prefer, based on your logging patterns. You have a few options to choose from:

Exact: Provides minute-by-minute accuracy for those who need precision.

Efficient: The default setting, which merges nearby activities for a balanced and clean timesheet.

Concise: Groups activities more aggressively, creating a simplified overview of your day.


Choose the style that best matches your needs. You can always switch between them later if your workflow changes.



3. Next, take note of the additional customizations available under the "Options" section and make those selections that best fit your needs:

Use tags suggested by AI: When selected the Timesheet Assistant will automatically assign suggested tags to generated entries based on your habits.
Use notes suggested by AI: Similar to the tags option, when this is selected the Timesheet Assistant will include notes in generated entries, based on the contents of the memories included in that time period.

Relaxed When this option is enabled, AI-generated suggestions can merge with existing time entries, as long as there are no overlapping conflicts between them.

4. Phew, almost there! Once you've made your selections and are ready to go, simply click the Activate AI button to the ball rolling. Just remember that it can take up to 30 minutes for your selections, or updates to these settings down the road, to be processed by the Timesheet Assistant.


💡 How the Timesheet Assistant Works

Once activated, the Timesheet Assistant continuously learns how you log time. It observes the projects, tags, and notes you assign to your tracked activities and begins making suggestions based on this information. Over time, the assistant becomes smarter, offering you highly relevant suggestions that are ready to log with minimal adjustment.

These suggestions will appear in a separate column on your timesheet, allowing you to review them before logging:


If the assistant is confident that the suggestions are ready, the Timesheet Assistant button will turn from grey to green, indicating that a single click will log all that time for you:

If the button is greyed out, it means there aren’t enough AI predictions ready for logging, so you may need to log some activities manually for now. The Timesheet Assistant button ensures you can accept all suggestions in a single click when ready.


📝 Adjusting, Finalizing and Rejecting AI Suggestions

While AI is certainly an amazing tool, sometimes a human touch is still needed to make sure everything is running smoothly. So it’s important to regularly review the AI-generated suggestions to ensure accuracy. You have full control over editing these entries—whether it’s adjusting project assignments, adding tags, or including notes. If AI misses a detail or makes an incorrect suggestion, you can manually adjust the entries.

Once created, you can edit the AI generated time entries just like you would any other. You can also edit and adjust those generated entries before finalizing by clicking the entry in question from the AI column, adjusting your tags and other items as needed, and then clicking "Save" to finalize:


To completely reject an entry, simply hover over the suggestion in question and then click the ❌:


It's important to note that if you reject an AI suggestion, Timely will stop suggesting entries for that specific time frame moving forward.


❓ FAQs

What if the Timesheet Assistant Button is greyed out?


It means Timely AI doesn’t have enough information to log an entire entry automatically. You may need to log additional activities normally until the AI has enough information to begin making further suggestions.


Can I change the Timesheet Assistant style after I’ve started using it?


Yes, you can switch between Exact, Efficient, and Concise styles anytime by heading to the Options dropdown. Keep in mind that it may take up to 30 minutes for the change to apply, and any AI suggestions you’ve already accepted will remain unchanged.

Can I manually adjust time entries after using the Timesheet Assistant Button?


Absolutely! You have full control over all entries and can edit them as needed.

What happens if a project is archived or unlinked, how will that impact my timesheet suggestions?

This should be fairly uncommon, but if a project has been archived or unlinked, the timesheet suggestion will appear as “Unknown Project,” and you’ll need to reassign it to an active project before finalizing:


Will time entries created by the Timesheet Assistant contain Tags or Notes?

Yes, time entries created by the Timesheet Assistant can include tags and notes if you’ve enabled those options. The assistant will automatically assign tags based on your habits and include notes from your Memories if the settings are activated.

Will the Timesheet Assistant work without Memory?


No, the assistant requires Memories from either the Memory app or integrations to generate suggestions. Make sure you have one of these set up to use the feature.


Need more help?

Click the chat icon at the bottom of your screen

or send an email to support@timelyapp.com

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