What a Favorite Stores
Each favorite saves:| Field | Required |
|---|---|
| Favorite name (your label) | Yes |
| Project | Yes |
| Phase | Yes, if the project has phases |
| Task | Yes, if the phase has tasks |
| Labor Classification | Yes |
| Notes (optional reminder for yourself) | No |
Adding a Favorite
Open Favorite Projects
Navigate to Favorite Projects in the main menu. The page lists all your current favorites in a searchable table.
Tap Create Favorite
Click the Create Favorite button in the top-right corner. A slide-out panel opens on the right.
Give it a name
Enter a descriptive Favorite Name — this is what you’ll see in the quick-select list when clocking in or logging hours (up to 100 characters).
Choose project, phase, and task
Select your Project from the dropdown. If the project has phases, a Phase dropdown appears automatically. If the selected phase has tasks, a Task dropdown appears next. Only projects assigned to you are shown.
Pick a labor classification
Select your Labor Classification. The dropdown is scoped to classifications permitted on the selected project — the same set you’d see on the Punch Clock or Manual Entry form.
Add notes (optional)
Use the Notes field for any reminder you want to attach — for example, a contract number or a note about when to use this favorite.
Using a Favorite to Clock In or Log Hours
- Punch Clock (non-exempt)
- Manual Entry (exempt)
After tapping Clock In, the assignment form that appears in the active-shift banner includes a Favorites selector. Choose your favorite from the list — the Project, Phase, Task, and Labor Classification fields fill in automatically. Tap Confirm Assignment to lock in the selection and start tracking time against that project.
Managing Your Favorites
All your favorites are listed in the Favorite Projects table, which supports full-text search across name, project code, project name, phase, task, classification, and notes.Edit a favorite
Click the pencil icon on any row to reopen the slide-out panel with the saved values pre-filled. Change any field and click Save Favorite to update it. You might do this if you are reassigned to a different phase of the same project.
Delete a favorite
Click the trash icon on any row. A confirmation prompt appears before the favorite is permanently removed. Deleting a favorite has no effect on any time entries that were previously created using it.