Time Tracker on СiviMobile: Meet Smart Task Management in Your Gadget

Recently, the CiviMobile app was upgraded with a new Time tracker feature, which enhanced organizing, managing, and tracking time spent on fulfilling tasks. Now, nonprofit organizations can assign campaigns, distribute duties, and control them via a user-friendly, intuitive functionality labeled as Projects.An innovation is available for all users with special permissions and benefits nonprofits in several ways:

• Recording and tracking activities help identify the amount of time required to complete a specific task or project.
• Enhance communication within a team as everyone can check who is responsible for a particular task and when the other person (or a group of them) can start working on a subsequent one.
• Facilitates scheduling and makes it more consistent and optimized.
• Log time data can be used to analyze overall performance and identify areas where a job is being done inefficiently.
• Time tracking can help address gaps in existing productivity and find suitable solutions for its improvement.

Below, we describe key highlights of the new Time Tracker feature introduced in CiviMobile.

Project access and filtering

To begin using the feature, customers must obtain Access Time Tracker permission and activate the Time Tracker in the CiviMobileAPI Tabs (in the web version of CiviCRM). Once the function is enabled, customers can tap on the Project section and navigate the list of existing projects. Interacting with them is simplified by a convenient searching and filtering system. Thus, you can find the required assignment by name or a campaign if it is included in any one. You can also filter tasks within every project by its name, type, priority level (low, normal, high, or urgent), and status (active or inactive). The “Apply” button activates selected filters while the “Clear” button resets all.

Project dashboards

By tapping on a selected project, users open a related dashboard, which consists of columns representing current stages of each workflow and tasks within them, each featuring detailed information such as title, performers, priority, and status. Various color and number indicators highlight valuable data on the project dashboard, including:

• A blue frame for tasks assigned to a logged-in participant.
• The number of jobs added to every column.
• Icons of task performers.
• A “+X” indicator for assignments with more than three executors.

Customers can easily move tasks between columns, such as “to do” or “in progress,” using drag and drop.

Creating and managing tasks

Only customers with Owner, Manager, or Time Tracker: Administer permissions can add tasks on the project dashboard. To launch a new assignment, they should press the “Add a new task” button in any of the required columns and specify the following information:

• Title, type, and description.
• Number of participants needed and assigned ones (if owners or managers have already added them to the project via the web version of CiviCRM).
• The column (the one where a creator pressed the “Add a new task” button is appointed by default.
• Priority (low, normal, high, or urgent) and visibility (public, seen by everyone, or closed/private).
• Presumed completion time and the number of hours required for the particular task.
• Active status (available only with a filter).

To view task details, users should select the required line and tap on it. Here, they can see a description, estimated and logged time, and a list of assigned performers. When you need to find an exact person, you can embrace an A-Z or Z-A sorting for a faster search. With specific permission, customers can remove performers from a particular work or reassign them to another task. Participants with Owner, Manager, or Administrator access (typically controlled via the web version of CiviCRM) can edit or delete tasks from the project dashboard. Editing is available via a pencil icon. Here, you can change titles, descriptions, and other details. To remove the assignment from the project without recovery, users should press the delete button and confirm the decision.

Managing projects

In CiviMobile, project management through the Time Tracker (labeled as Projects) provides a complete workflow for creating, viewing, and editing projects. Users with the proper permissions (Owner, Manager, or Administer Time Tracker) can create new projects by adding details such as title, description, campaign, location, and roles (owner, managers, performers). Projects and tasks are organized visually on a dashboard with columns and drag-and-drop support, making it easy to track progress. From the dashboard, tasks can be created, assigned, edited, or deleted, with filters available for quick searching. Detailed project and task views allow monitoring of participants, time logging, and progress tracking. Editing and deletion actions are restricted to authorized roles, ensuring controlled management. Additionally, the integration of maps for project locations and time logging functions provides both practical navigation and accountability. Overall, CiviMobile offers a structured yet flexible system to view, edit, and create projects efficiently while maintaining role-based control and clear task organization.

Time logging

One of the beneficial features of the new Time Tracker feature in CiviMobile is the ability to Log Time. It allows customers with special permissions, such as Owner and Manager, to assign the duration of a particular task to any performer. Users can access the function via the clock icon from the dashboard or a Log Time button in project details. Direct executioners can also use the function in jobs they are responsible for. Role-based control in the new module ensures enhanced flexibility, security, and better control over time tracking.

Conclusion

A new Time Tracker extension in CiviMobile is designed specifically to simplify and enhance project management for nonprofit teams on the go. It helps transform routine workflow experiences into highly interactive and flexible ones with valuable features like:

• role-based access;
• visually understandable task dashboards;
• drag-and-drop functionality;
• real-time performers’ appointment;
• smart filtering and sorting systems;
• convenient time logging and much more.

The recent CiviMobile update ensures seamless task fulfillment and control for organizations, remaining active even when away from a desktop environment. Time Tracker helps teams of any size to structure their workflows, distribute responsibilities, and meet project timelines without delays.