New in Laurel: Temporary Initiatives

Introducing: Temporary Initiatives 🎉

Ever found yourself working on a new project that's not yet in the billing system? We've got you covered!

We're thrilled to introduce Temporary Initiatives into Laurel. Now, you can effortlessly track your time for new projects without the wait.

🎥 Wondering how it works? Check out the GIF below to see how easy it is to create and manage your Temporary Initiatives:

Quick Guide to Using Temporary Initiatives:

• Start by clicking the 'Add Entry'
• Choose the 'Matter' field
• Click on 'Create Temporary Initiative'
• Type in your desired name
• Confirm by clicking 'Save'

📝 Note: Temporary Initiatives are displayed in 6-minute increments. Once you reassign the entry to the appropriate Initiative, the increment total will adjust in line with the specific matter plan.

Reassigning Temporary Initiatives:

Using the Recent Initiative List

1. Select the entry
2. Click the plus sign next to the correct Initiative in the Recent Initiative List

Via shortcut

1. Select the entry
2. Tap 'a' on your keyboard
3. Search for the correct Initiative

Further Details:

• Users create their own unique Temporary Initiatives.
• With a grey shade and distinct labeling, it's easy to distinguish Temporary Initiatives from regular ones.
• Temporary Initiatives can be reassigned to regular Initiatives.
• Temporary Initiatives cannot be released.

Have questions or feedback? Let us know! help@laurel.ai

Happy Timekeeping 😀