Efficiently Managing Multiple Dates with CoBro

This process involves utilizing CoBro to efficiently manage and enter time and effort records for a batch of contributors. With the Compass feature, multiple dates can be selected and recorded seamlessly, ensuring accurate and comprehensive documentation of services provided.

Step 1

To add multiple dates to a time and effort entry for a batch of contributors, begin by navigating to the Contributors page. From there, select the contributors you wish to include by checking the boxes to the left of their names.

Step 2

Once all desired contributors have been selected, access the dropdown menu located at the top left-hand corner of the page.

Step 3

From the dropdown menu, select "New Time & Effort."

Step 4

In the new interface, select the option labeled "Multiple Dates" by clicking the corresponding radio button.

Step 5

Selecting "Multiple Dates" will allow you to choose more than one date for the entries.

Step 6

After confirming your date selections, choose the service provided and include any additional details such as duration, notes, or attachments.

Step 7

Once all relevant information has been entered, click "Save" located at the top right corner of the interface.

Step 8

A confirmation message indicating "Action Successful" will appear, verifying that your multiple date entries have been successfully recorded.