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How to Add Work Logs to Activities in BoldDesk

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Agents can track the time spent on an activity by adding a work log. A single activity can contain multiple work logs, and those work logs can be added by the same agent or by different agents.

This article explains where to add a work log, what fields are available, where saved work logs appear, and who can edit or delete them.

Check out this video tutorial to learn more about adding worklog to an activity.

Add a work log from the activity details page

You can add a work log directly from the activity details page in either of the following ways:

  • by selecting Log Work from the activity header
  • by opening the Worklog tab and selecting Add Worklog

Method 1. Use the Log Work button in the activity header

  1. Open the required activity.

  2. Select Log Work from the top action bar.

  3. Enter the work log details.

  4. Select Save.

    Log_Work_button_in_the_activity_header.png

Method 2. Use the Add Worklog button from the Worklog tab

  1. Open the required activity.

  2. Select the Worklog tab.

  3. Select Add Worklog.

  4. Enter the work log details.

  5. Select Save.

    Add_Worklog_button_from_the_Worklog_tab.png

Add a work log from the activity list page

You can also add a work log directly from the activity list page without opening the activity details page.

  1. Open the Activities list page.

  2. Locate the required activity.

  3. Open the Quick Action menu for that activity.

  4. Select Log Work.

  5. Enter the work log details.

  6. Select Save.

    work_log_from_the_activity_list_page.png

Work log fields

When adding a work log, you can enter the following fields:

Field Description Required
Date Start date of the work Yes
Time Spent Time spent on the activity Yes
Billable Indicates whether the work is billable No
Description Details about the work performed No

Where saved work logs appear

After you save a work log, it appears in the activity Worklog tab.

Each work log is listed as a separate entry under the Worklog tab, which helps agents review all logged work for the activity in one place.

From the Worklog tab, agents can manage existing work logs using the available actions:

  • Edit a work log
  • Delete a work log

Where_saved_work_logs_appear.png

Only the agent who created the work log can edit or delete that entry. If multiple agents add work logs to the same activity, each agent can manage only their own work log entries.

Frequently Asked Questions

  1. Can an activity have more than one work log?
    Yes. An activity can contain multiple work logs. These can be added by the same agent or by different agents.

  2. Where can I find the Log Work or Add Worklog option for an activity?
    You can add a work log from any of the following locations:

    • Log Work in the activity header
    • Add Worklog in the activity Worklog tab
    • Log Work in the Quick Action menu on the activity list page
  3. What fields are required to save a work log?
    The following fields are required:

    • Date
    • Time Spent
  4. Can I edit or delete another agent’s work log?
    No. Only the agent who created a work log can edit or delete that specific entry.

  5. What happens if multiple agents log work on the same activity?
    Each work log is saved as a separate record in the activity Worklog tab.

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