Learn how to use project posts and the activity feed in QuickBooks Time Elite.
Using the project posts and activity feed is a great way to share updates from the office or the field for your whole team to see.
Project posts
Notes:
- Anyone assigned to the project can view and add posts and replies, including team members.
- To refresh the posts feed, select Refresh
in the project posts window.
- Type @[name] to notify someone in a post. The notification is sent via push on mobile, or found in the notification center on web. Select the notification to be taken directly to the post.
On a computer
View posts:
- In QuickBooks Time, go to Projects, then select an active project.
- Select Posts.
Add a post:
- In QuickBooks Time, go to Projects, then select an active project.
- Select Posts, then New Post.
- Enter your note.
- If desired, select Attachments
to add up to 8 attachments.
- Select Save.
OR
- When clocked into a project, open Time Clock.
- Select Add a Project Post. This opens the project’s Posts feed to add your post.
Edit a post:
- In QuickBooks Time, go to Projects, then select an active project.
- Select Posts.
- Next to the post you need to update, select Edit.
- Make your changes and select Save.
Delete a post:
- In QuickBooks Time, go to Projects, then select an active project.
- Select Posts.
- Next to the post you need to remove, select Delete.
- Select Delete again to confirm.
Reply to a post:
- In QuickBooks Time, go to Projects, then select an active project.
- Select Posts.
- Select Post reply.
- Enter what you would like to say, then select Reply.
On QuickBooks Workforce (formerly QuickBooks Time mobile app)
View posts:
- In the Workforce app, select Projects.
- Select an active project, then select Posts.
Add a post:
- In the Workforce app, select Projects.
- On an active project, select Posts, then Add (+).
- Enter your note.
- If desired, select Attachments
or Photos
to add attachments or photos, then select Save.
Edit a post:
- In the Workforce app, select Projects.
- On an active project, select Posts.
- Next to the post you need to update, select More options
.
- Select Edit post, make your changes, and select Save.
Delete a post:
- In the Workforce app, select Projects.
- On an active project, select Posts.
- Next to the post you need to update, select More options
, then Delete post.
Reply to a post:
- In the Workforce app, select Projects.
- On an active project, select Posts.
- Select Comment
.
- Enter your reply, then select Reply
.
Project activity
Notes:
- Anyone assigned to the project can view the activity feed, including team members.
- To refresh the activity feed, select Refresh
in the project activity window.
- The activity feed isn’t available on QuickBooks Workforce (formerly QuickBooks Time mobile app).
View the Activity feed:
- In QuickBooks Time, go to Projects, then select an active project.
- Select Activity. This feed displays actions taken on the project:
- Clock in and out
- Added posts and photos
- Added locations, with map
- Any additions or edits to the project details, including new tasks and estimates.