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The Timesheet feature in AgencyHandy gives you a central panel for tracking every hour your team spends on tasks. You can start a live timer on any task, log time after the fact with a manual entry, and then slice and dice the data by date range, team member, or service. When you need to report on productivity or bill for time, you can export everything to CSV or XLSX in a few clicks. It’s the essential tool for keeping your team accountable and your time-based billing accurate.

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Who Can Use Timesheet Features

Tasks must exist before time can be tracked against them. Ensure tasks are created within orders before attempting to log time.

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Viewing the Timesheet

1

Open the Timesheet

Click Timesheet in the main left sidebar. You’ll see a table listing all time logs for your team.Each row shows the date, team member, task name, service, time logged, and any notes attached to the entry.

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Adding a Time Entry

You have two options for logging time: a live timer for work in progress, or a manual entry for time you’ve already completed.
1

Select a task

In the Timesheet view, find or select the task you’re about to work on.
2

Click Start Timer

Click Start Timer to begin tracking time in real time. The timer runs until you stop it.
3

Stop when done

Click Stop when you finish the work. AgencyHandy automatically logs the elapsed time against the selected task.
Use the timer for ongoing work to ensure precise tracking. Manually rounding up or estimating time after the fact is less accurate than letting the timer run.

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Filtering by Date Range

Use the date filters to focus on a specific time period.
1

Open date filters

Click the date filter controls at the top right of the Timesheet panel.
2

Select a range

Choose from preset ranges:
  • Daily — today’s logs only
  • Weekly — the current week
  • Monthly — the current month
For longer projects or historical reporting, select a Custom date range by entering a start and end date.
3

Apply

Click Apply to update the table with logs from the selected period.
Filter before exporting to generate focused reports. Exporting the full unfiltered timesheet can produce very large files for active agencies.

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Grouping Entries

Grouping rearranges how the timesheet rows are organized without removing any data. It helps you read and analyze the logs more quickly.
1

Open the Group By dropdown

Click the Group By dropdown near the top of the Timesheet panel.
2

Select a grouping

Choose from the following options:
Grouping is a visual-only change — it does not affect the underlying data or what gets exported. Exports always include all visible rows.

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Viewing Task Details from the Timesheet

1

Click a task name

In the timesheet table, click on any Task Name. AgencyHandy navigates you to that task’s full detail page.
2

Review the task context

On the task detail page, you’ll find the complete time log history, attached notes, assignees, status, and other task-level information. Use this view to investigate entries or verify what work was done.

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Exporting Timesheet Data

Export your timesheet for payroll, client billing reports, or external project management tools.
1

Apply filters first (recommended)

Use the date range filter to narrow the export to the period you need. This keeps the file focused and manageable.
2

Click Export

Click the Export button at the top of the Timesheet panel.
3

Choose a format

Select either:
  • CSV — for spreadsheet tools like Excel, Google Sheets, or data pipelines
  • XLSX — for Excel-formatted workbooks with column formatting preserved
4

Download the file

The file downloads to your device automatically. Each export includes all visible columns: date, team member, task name, service, time logged, and notes.
If the export does not trigger a download, your browser’s pop-up blocker may be preventing the file from downloading. Disable pop-up blocking for AgencyHandy and try again.

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Additional Notes

The timer is best for active, real-time work. Manual entries are best when you forgot to start the timer or need to record time retroactively. Both methods produce identical log entries in the timesheet table.
Filters reduce what rows are shown in the table. Grouping reorganizes the rows that are already visible. You can apply both at the same time — filter to a date range, then group by team member to see each person’s totals for that period.
Every export captures the current state of the visible table: date, user, task, service, time, and notes. If you’ve applied a group-by setting, the export reflects the grouping structure as well.
For long-running projects or quarterly reviews, use the custom date range option to pull historical timesheet data beyond the preset daily/weekly/monthly windows.