- Knowledge Base
- Organization
- Time Tracking Templates
- Time tracking templates
- How to add a run
- How to edit a run
- How to mark a run as complete
- How to archive a run
- How to delete a run
- How to change the assignee
- How to add a result in a checklist run
- How to add bulk results in a checklist run
- How to share run tasks with external participants
- How to generate an Excel or PDF report from a checklist run
- How to filter the run tasks view
- Department transactions
- How to edit a transaction
- How to cancel a transaction
- How to deactivate a transaction
- How to create a budget
- How to approve budgeting items from the transactions grid
- How to record an estimate
- How to create a purchase order from approved estimates
- How to link approved estimates to approved budgets
- How to submit transaction items for approval
- How to re-submit a denied transaction
- How to upload from Excel to the transactions grid
- What is an office asset
- How to create a new asset
- How to manage an asset
- How to move an asset
- How to dispose of an asset
- How to transfer (in) an asset
- How to transfer (out) an asset
- How to log a sighting of an asset
- How to log an inspection of an asset
- How to log maintenance on an asset
- How to export a record of an asset
- How to print asset labels
- Introduction
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- What is a personnel asset
- How to create a new asset
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- How to move an asset
- How to log inspection on an asset
- How to log maintenance on an asset
- How to dispose of an asset
- How to transfer (out) an asset
- How to transfer (in) an asset
- How to log a sighting on an asset
- How to print asset labels
- How to export a record of an asset
- What is a project asset
- How to create a new asset
- How to manage an asset
- How to move an asset
- How to log inspection on an asset
- How to log maintenance on an asset
- How to dispose of an asset
- How to transfer (out) an asset
- How to transfer (in) an asset
- How to log a sighting of an asset
- How to print asset labels
- How to export a record of an asset
- Project transactions
- How to edit a transaction
- How to cancel a transaction
- How to deactivate a transaction
- How to create a budget
- How to approve or deny budgeting items from the transactions grid
- How to record an estimate
- How to create a purchase order from approved estimates
- How to link approved estimates to approved budgets
- How to submit transaction items for approval
- How to re-submit a denied transaction
Time tracking templates
What are Time Tracking Templates
Time Tracking Templates in Vault Synapse are predefined structures that help standardize how time tracking tasks are organized and recorded across your organization. They provide a framework for grouping related tasks, defining effort estimates, and categorizing work.
These templates are especially useful for ensuring consistency across multiple projects or departments, making it easier to report, analyze, and bill time accurately.
Each Time Tracking Template can include:
- Template Name – A clear and descriptive title for the template, representing its purpose.
- Task Lists – A collection of tasks that fall under the template, each with its own effort estimate, billing status, and visibility settings.
- Categories and Types – Classifications to help organize and filter tasks, such as Administration, Support, or Development.
- Billable Status – An indicator of whether the time recorded for these tasks will be billed to a client or considered internal.
In the Time Tracking Templates tab, you can view a list of all templates along with their Name, Last Activity, and Last Change details. A search function is available to help you quickly locate a template. For more information follow the link how to use the search feature.
How to add a new Time Tracking Template
To create a new template, go to the Time Tracking Templates tab under the Organization module. Click the Add New button to open the Add New Template form. Enter the name of the new template and click Save.
How to add a new tasklist to a Time Tracking Templates
Locate the desired template in the Time Tracking Templates tab. Click the three-dot menu (⋮) at the end of the template row and select Add Task List. Fill in the following fields:
- Name – The title of the task list.
- Effort Estimate – The estimated time to complete the tasks, defined in days, hours, or minutes.
- Is Billable – Tick this box if the time spent should be billable.
- Visible in Time Tracking – Tick this box if the task list should be visible in the Time Tracking module for logging hours.
- Type – Select a type such as Archive, New, Release, Tasks or Other.
- Category – Choose a category such as Administration, Support, or other relevant grouping.
Once all required information is entered, click Save to add the task list.
How to change the name of the Time Tracking Template
To rename a Time Tracking Template, go to the Time Tracking Templates tab under the Organization module. Click the three-dot menu (⋮) next to the template, select Edit Template, enter the new name, and click Save.
How to delete Time Tracking Template
To remove a template, go to the Time Tracking Templates tab under the Organization module. Click the three-dot menu (⋮) next to the template, select Delete Template, and confirm by clicking OK.
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