Session Filtering & Bulk Operations

Advanced Filtering

The sessions view offers powerful filtering capabilities to find exactly what you need:

1. Filter Builder

   • Create complex filters using any session field, such as project, tags, or billing status.
   • Combine multiple conditions to refine your search.
   • Save custom filters for reuse in future sessions.

2. Quick Filters

   • Filter by date range, project, billing status, or tags for quick access.
   • Use pre-defined filters to simplify the selection process.

3. Smart Search

   • Search across all session fields using keywords.
   • Supports partial matches and is case-insensitive for flexibility.

Bulk Operations

Efficiently manage multiple sessions with bulk editing options:

1. Selection

   • Select individual sessions for specific changes.
   • Apply filters to select all sessions matching the criteria.

2. Bulk Actions

   • Update project assignments across multiple sessions.
   • Add or remove tags in bulk.
   • Toggle billable status and mark sessions as paid for easy invoicing.
   • Delete sessions in bulk if necessary.

3. Export Options

   • Export session data in various formats, including CSV and Excel.
   • Customize export data to include only relevant fields.
   • Filter sessions before export for precise reporting.

Best Practices

1. Regular Review

   • Review and adjust sessions daily to ensure accuracy.
   • Use filters to identify unbilled work and check for missing project assignments.

2. Organization

   • Use consistent naming conventions and apply relevant tags.
   • Keep project assignments up to date for accurate tracking.

3. Time Accuracy

   • Take advantage of suggested time adjustments and review automatically created sessions.
   • Maintain precise start and end times for a clear and accurate record.

By following these guidelines, you can efficiently manage your sessions and optimize your time tracking workflow in Taim.