Adding Time and Effort with CoBro and Compass

This document provides clear instructions on how to efficiently add time and effort using CoBro and Compass. Follow the steps below to ensure all necessary information is correctly entered and saved.

Step 1

To add time and effort, begin by navigating to the main menu located in the top left-hand corner.

Step 2

Select "Match" from the menu, and within "Match," choose "Time & Effort."

Step 3

Once on the "Time & Effort" screen, click "New" at the top right-hand corner. Proceed to enter the required details, such as the date, the contributor, and the service associated with the time and effort. Include any additional information like notes or attachments if necessary.

Step 4

If entering time and effort for multiple dates, click on the "Multiple Date" option located at the top left-hand corner.

Step 5

Select all the relevant dates if you are recording time and effort for multiple days.

Step 6

After entering all necessary information, click "Save" at the top right-hand corner. A confirmation message, "Action Successful," will appear, verifying the addition of time and effort.