Learn Mokapen

Time

The Time tab records hours worked on tasks and projects and compares them with the estimate (planned time). Large plan feature. The data feeds Activity reports, workload analysis, and project financial review — linking operations and numbers without parallel Excel sheets.

Why track time in the CRM

Tracking hours inside Mokapen keeps actuals next to context (description, connections, checklist, comments). Benefits:

• Estimate vs actual on every task/project — spot overruns before they impact delivery.
• Load per person — each entry has author and date.
• Aggregated reports — hours by period, owner, project (report links below).
• Client traceability — on projects linked to companies/deals, hours support time-and-materials billing or internal reviews.

Where to find it

Task or project record → tab/card with stopwatch icon. The counter on the tab shows total hours:minutes logged. On projects, the Time tab can also aggregate hours from linked tasks (project total).

Set the estimate (planned time)

1. Time tab → Planned time field.
2. Click edit and enter estimated hours (hours format, fixed minutes :00).
3. Save the record.

At the top you see Total logged / Total planned with a progress bar: green up to the estimate, beyond the estimate signals overrun. Set the estimate during planning (task creation or sprint planning) to make the comparison meaningful.

Log hours worked

1. Time tab → quick entry row (date, duration hours:minutes, optional note).
2. Confirm: the entry appears in the list below with author and date.
3. Repeat for multiple days or work sessions.

Edit or delete entries from the list if you need to correct them. The note (max 60 characters in the quick field) helps in reports and reviews («Client call», «Fix login bug»).

Time and reports

Logged hours appear in task reports and project reports. Use them for:

• weekly team review (hours per member);
• estimate vs actual comparison per client project;
• input for future quotes based on historical data.

Processes and best practices

• Team rule: log at end of day or when closing a task — more reliable data than month-end logs.
• Mandatory estimate: for tasks above N hours, fill in planned time before moving to «In progress».
• Time-and-materials projects: link project to deal/company (Connections), monitor time bar vs agreed hour budget.
• Retrospective: filter tasks with actual > 150% of estimate to see where to improve estimates.
• Does not replace the checklist: time = how long you spent; checklist = what you did. Use them together.