Time Settings – Admin

Time Settings – Admin

With Thread, you can choose time settings that best suit your firm’s needs, such as setting a time recording mode for your firm (off, manual or automatic), enforce mandatory start/end times for all time records, and enable time rounding for billable time.  

You can also pre-determine set time values for specific time types.


 

Enabling Time rounding 

Enable time rounding for billable time users record on specific items within a matter.  For example, if time rounding is set to 8 minutes and a user spends 5 minutes sending an email on a matter, editing a document, etc., the billable time will automatically round up to 8 minutes. If 10 minutes is spent, the time will round up to 16 minutes, and so on. 

NotesYou must have a timer running for at least 30 seconds to trigger time rounding.
InfoTime rounding will not apply on billable time values when you have pre-set time values for a specific time type. 

  1. 1. Select the settings tab   on the bottom left of your menu 

 
 

  1. 2. Expand the System tab. 

  1. 3. Select Time Settings

 

  1. 4. Toggle Time rounding mode to Enable

  1. 5. Enter the time rounding value (minutes) in the Time rounding unit field. The time you spend working on specific items will be rounded to multiples of the value you enter. 

 

  1. 6. Click Save

 

Disabling Time rounding 

If you no longer want to automatically round time, you can disable the time rounding feature at any time.  

  1. 1. Select the settings tab   on the bottom left of your home screen 

 
 

  1. 2. Expand the System tab. 

  1. 3. Select Time Settings

 

  1. 4. Toggle Time rounding mode to Disabled

 

  1. 5. Click Save

All future time records will no longer apply time rounding. 

 

Time recording modes 

Time recording modes in admin settings define the options that users will have in their personal settings. See details of each mode below for more information. 

 

 

Off – No option to start timer and not getting any prompts; user can still add new time records manually. 

Manual – Timer can be started manually. User can choose to start timer wherever available. User will also get prompts after completing an action, to add a new time record. 

 

Automatic – Timer will automatically start wherever available. User can also add new time records manually. 

 

Time recording mode: Off 

If time recording is not relevant for your firm, you can set time recording mode to Off in your firm admin settings to allow each user not to record their time or get any time prompts. They can still choose another option if they prefer in their personal settings. 

 When users have their time recording mode Off, they will not see the Start timer option, instead they will have New time record option where they can manually enter the time spent working on an item. 

 

  1. 1. Select the settings tab   on the bottom left of your menu 

 
 

  1. 2. Expand the System tab. 

  1. 3. Select Time Settings

 

  1. 4. Expand Time recording mode and select Off

 

  1. 5. Click Save


Idea For more information see Matter Time - Overview (for details on firm time settings) and Personal time settings.


Time recording mode: Manual 

Selecting a Manual time recording mode in admin settings allows users in your firm to choose between their timer starting automatically or only starting the timer manually. Users will see these options in their personal settings. Manual mode will also give users prompts to add their time record after completing an action. 

When users choose to start their timer manually, they will see a Start timer option on specific actions in a matter to record any time spent working on matter documents, calls, emails, tasks, etc. 

 

 

  1. 1. Select the settings tab   on the bottom left of your menu 

 
 

  1. 2. Expand the System tab. 

  1. 3. Select Time Settings

 

  1. 4. Expand Time recording mode and select Manually

 

  1. 5. Click Save


NotesIf Mandatory Start/End time is enabled, users will be required to enter the start/end values to be able to save the time record.    

NotesIf the time rounding is set to e.g. 8 minutes, and you spend 5 minutes sending an email, editing a document etc., the time spent will automatically round up to 8 minutes. 


WarningYou must have a timer running for at least 30 seconds to trigger time rounding. 

Time recording mode: Automatic 

Choosing an automatic time recording mode in admin settings applies that setting to all users in the firm, without the option to switch their time recording mode to manual or off. All users will see their Time recording mode in personal settings set to Automatically, and there will be no option to change this. This ensures all users’ time is tracked consistently. 

 

When using automatic time recording, Thread timer will automatically start recording when you create a document, matter note, call log, return call, or draft an email. The timer icon on the bottom left will start flashing green when time is recording. 

 

 

  1. 1. Select the settings tab   on the bottom left of your menu. 

 
 

  1. 2. Expand the System tab. 

  1. 3. Select Time Settings

 

  1. 4. Expand Time recording mode and select Automatically

 

  1. 5. Click Save


NotesIf Mandatory Start/End time is enabled, users will be required to enter the start/end values to be able to save the time record.   

NotesIf the time rounding is set to e.g. 8 minutes, and you spend 5 minutes sending an email, editing a document etc., the time spent will automatically round up to 8 minutes. 

WarningYou must have a timer running for at least 30 seconds to trigger time rounding. 

IdeaFor more information see Thread TimerMatter Time - Overview (for details on firm time settings) and Personal time settings.

 

 

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