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Records Page

Application: https://app.tracki.fi/records

Learn how to effectively manage your time records in Trackifi.

Action Buttons LightAction Buttons Dark

Top Bar Controls

Action Buttons LightAction Buttons Dark

The top bar contains all the main controls for managing your records view.

Calendar Sync (Google Users Only)

  • Function: Imports events from your Google Calendar
  • Result: Creates draft records with "Default" project
  • Note: Only visible if logged in with Google account

Lock/Unlock Month

  • Function: Prevents or allows editing of records for the current month
  • Purpose: Indicates records are final and ready for invoicing

Show/Hide Schedule

  • Function: Toggles display of your work schedule overlay on the calendar

Prefill

  • Function: Opens the prefill dialog to quickly create multiple records
  • Result: Creates records for a date range with specified project and hours

View Mode Selector

  • Dropdown: Shows current mode (Day/Week/Month/Year)
  • Function: Switch between different calendar views
  • Keyboard: Press M to cycle through views

Time Range Navigation

  • Left/Right Arrows: Navigate to previous/next period
  • Period Label (e.g., "February 2026"): Click to jump to current week/period
  • Keyboard: Use Left/Right arrow keys to navigate, Space to jump to today

View Modes

Trackifi offers four different view modes:

ModeDescriptionBest For
DaySingle day in detailDetailed daily tracking
WeekAll seven daysDay-to-day management
MonthEntire month overviewMonthly review
YearFull year overviewLong-term planning

Week View Features

  • Drag-and-drop records between days
  • Resize records by dragging the bottom edge
  • Time column shows start/end times

Month View Features

  • Quick overview of work distribution
  • Drag and drop records between days
  • See monthly progress at a glance

Year View Features

  • Identify patterns and busy periods
  • Click on a month to zoom in
  • Great for annual planning

Creating Records

Quick Creation


Create RecordCreate Record
  • Click any day column to create a new time record
  • Fill in the required and optional details:
    • Project (Required) - Select the project you worked on
    • Time (Required) - Enter hours worked (default: 1.0 hour)
    • Description (Optional) - Brief description of the work
    • Tags (Optional) - Categorize for better organization
    • Start/End Time (Optional) - For exact time tracking
  • Click Save to create the record

Quick Project Selection

  • Use the colored project chips below the dropdown
  • Projects are ordered by most recently used

Time Entry Options

  • Enter total hours directly
  • Use +/- buttons to adjust in 15-minute increments

Record Operations

Editing Records

  • Click on any existing record to open the edit dialog
  • Modify any field and click Save

Resizing Records

  • Drag the bottom edge to change duration (week view, desktop only)
  • Changes save automatically

Moving Records

  • Drag and drop records to move them to different days
  • Works in week and month view

Copying Records

  • Hold Ctrl + drag to copy a record (desktop only)
  • Original record remains in place

Deleting Records

  • Method 1: Drag record to trash area (appears when dragging)
  • Method 2: Click red trash icon in edit dialog

Creating Absences / Leave

Absence Types

  • Vacation
  • Sick Leave
  • Paid Time Off
  • Unpaid Leave
  • Parental Leave
  • Other

Creating an Absence

  1. Click any day column to open the record dialog
  2. In the project dropdown, scroll to "Absences" section
  3. Select the absence type
  4. Set the Duration using the date range picker
  5. Optionally set Time (hours per day for partial absences)
  6. Click Save

Absence Rules

  • Cannot create overlapping absences
  • Multi-day absences span across the calendar
  • Paid absences count toward work time progress

Prefill Records

Quickly fill in time records for a selected period with default values.

How to Use Prefill

  1. Click the Prefill button in the top bar
  2. Select the project and date range
  3. Configure hours per day and which days to include
  4. Click Prefill to create the records

Perfect for regular work schedules where you log similar hours each day.

Read more: Prefill Records Documentation

Multi-Select & Bulk Update

Select multiple records and update them all at once using mouse selection.

How to Use Multi-Select

  1. Click and drag on an empty area to create a selection box
  2. Release to select all records within the box
  3. Use the bulk action toolbar to:
    • Change project for all selected records
    • Update descriptions or tags
    • Move records to a different period
    • Delete multiple records

Read more: Multi-Select Documentation

Progress Bars & Statistics

Progress Bars and StatisticsProgress Bars and Statistics

The left sidebar shows your work progress with color-coded indicators:

ColorStatus
GreenOn track
OrangeBehind schedule
RedAhead of schedule
PurpleOver allocation

Hover over any progress bar for detailed breakdown.

Read more: Progress Bars Documentation

Keyboard Shortcuts

KeyAction
Left/Right ArrowsNavigate between periods
SpaceJump to current period
MCycle through view modes
SToggle schedule display

Record Creation

KeyAction
TCreate record for today
1-7Create record for specific day (Mon-Sun) in week view

Record Operations

KeyAction
Ctrl + DragCopy record to another day
EscapeClear current selection

Calendar Integration (Google Users)

Setup Requirements

  • Must log in with Google account
  • Must grant calendar access permissions

Import Options

  1. Weekly Import: Click calendar sync button to import all week events
  2. Daily Import: Click calendar icon in day column header

After Import

  • Events are imported as draft records
  • Default project is set to "Default"
  • You must change the project to the correct one
  • Review and edit descriptions as needed

Month Lock Feature

Purpose

  • Indicates records are complete and final
  • Prevents accidental changes
  • Signals readiness for invoicing/billing

How to Use

  1. Complete all time logging for the month
  2. Click the lock icon in the top bar
  3. Locked months show a lock icon and prevent editing

Unlocking

  • Click the unlock icon to re-enable editing
  • Only unlock when changes are necessary

Best Practices

Daily Workflow

  • Log time as you work or at end of each day
  • Use descriptive descriptions for better tracking
  • Tag records consistently for reporting
  • Check progress bars to stay on track

Data Quality

  • Always select the correct project (not "Default")
  • Use consistent tagging conventions
  • Double-check time entries for accuracy

Troubleshooting

IssueSolution
Can't see a projectContact your manager - you may need assignment
Calendar sync not workingCheck Google login and permissions
Can't edit recordsCheck if month is locked