Use the time finder to track activities

triConvey's tracks your work as you do it, so you don’t have to remember it all at the end of the day. Time Finder lists those activities by date, so you can turn them into time entries for invoicing in a click. 

Not sure what triConvey tracks? See Track time from activities completed in triConvey.

Table of Contents

• Getting Started
• Accessing Time Finder
  • For one matter
  • Across all matters
• Using the Time Finder
  • Filtering by Date and Staff member
  • Approve, reject, or edit an activity
• Good to know
• Related guides

Getting Started

Time Finder will not be available if AutoTime is turned on for a user. Using AutoTime? triConvey creates your time entries each night. To find activities that haven’t become time entries, use the Activity tab instead.

Accessing Time Finder

For one matter

Open a matter from the triConvey Desktop App, then select Time Finder from the Matter Action Bar.

Across all matters

From the triConvey Home Dashboard, select Time Finder from the Action Bar.

Using the Time Finder

Filtering by Date and Staff member

• To find activities from a different date range, change the date filter in the Time Finder window. You can also select the date to jump straight to a specific day.

• To see another staff member’s activities, select your name next to the date, then choose someone else from the drop-down list.

Approve, reject, or edit an activity

If triConvey finds activities for the date you chose, they will be listed in Time Finder.  For each one:

1.    Select the green tick to add it as a time entry on the matter. It will then appear in Time & Disbursements, ready to add to an invoice. 

2.    Select the red cross to reject it and remove it from Time Finder. 

3.    Select the yellow ellipsis to open the activity and edit it. It will stay in Time Finder until you select the green tick or red cross for it.

Good to know

• Time Finder works day by day. To check for gaps across several days or staff members, use the Activity tab.
  
  
• The default hourly rate applies to activities you add. You can change the rate on an entry by navigating to the Time & Disbursements tab, opening the entry and overriding the rate.

Related guides

Learn more about different ways to track activities in the articles below: 

• Use the Activity View 
  
  
• Track time from activities completed in triConvey
  
  
• Set up AutoTime activity tracking
  
  
• Set up default hourly rate