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How are my activities tracked? 

How are my activities tracked?

We've built our activity tracking parameters to best reflect the natural workflows of professional service providers. Below are details on how each activity stream is tracked and reflected in your dashboard.

  • Email: All read, drafted and sent email activities are captured. Emails are included in the dashboard when they can be associated with a relevant client as listed in the Billing Codes page. Emails that are not associated with a client can be found in the View Hidden mode. Read emails automatically receive a 0.1 duration. Durations for drafted and sent emails are based on the editing time.

  • Calls: All calls made with Microsoft Teams are captured with call times reflective of the actual duration of the call. In cases where a Call activity and a Calendar activity are simultaneous, we defer to the duration of the Call activity as the source of truth.

  • Calendars: Dashboard will show activity associated with relevant clients as listed in Billing Codes. We capture all booked meetings regardless of attendance. Duration for Calendar time slips are calculated based on the scheduled time, unless there is Call activity that supersedes it (see above).

  • Documents: All document activity (Word, Excel, Powerpoint) occurring in OneDrive or Sharepoint is captured, including new document creation and document editing. Any non-Microsoft document (pdfs, jpgs, pngs) activity is only captured when the file is added to SharePoint or OneDrive - we are unable to show reading or editing time for these files.

  • Browser: The Chrome extension will relay data based on active time - when you're focused on a tab or window. It won't relay activity for background tabs that are inactive. Activity will be grouped by time and only broken up by periods of inactivity greater than 5 minutes. Currently, the narratives for these entries will encompass all the activity grouped within each session. even if you're working on different clients and matters. In the future, we will separate these out more granularly. To prevent duplicate entries, the browser integration will not relay activity.