My Work helps you understand and demonstrate the effort behind your professional service.
What it is
A record of your confirmed activities and time, separated into My clients and My business, with 7-day, 30-day, 90-day, and all-time views.
Where to find it
My work in the main navigation.
My Clients
My work
What you can do
Add, edit, and delete activities.
Filter by client, journey, or business-work type.
Attach an activity to a journey, or add contacts to it.
Adjust the time logged, expenses, and miles against any activity.
What each side shows
My clients shows activities, hours, and clients touched.
My business shows activities, hours, and work types, with filters such as Education, Admin, and Tours.
What your client sees
Clients see only work that is appropriately connected with their journey, not your complete business activity.
Accuracy and compliance
Record work truthfully and consistently. Time and activity records are informational and should not be described as independently audited or guaranteed.