How to track Business trips?

Is your employee on a business trip and at the same time performing another work activity? They have the opportunity to record everything simultaneously and clearly.

Setting up a new activity 

When creating a new activity, select Business trip as the activity type and allow it to be recorded by the required users. 

From the user`s perspective

When the employee records a new Business Trip activity, they will have the option to add another overlapping activities to its duration.

Example: User Eva Bláhová goes on a business trip on 10/24/2022, and therefore tracks an activity of type Business trip with a duration of 6 hours. This trip also includes an important meeting with a client scheduled for 11:30 a.m., which she would also like to mark on the calendar. So she simply adds another activity, which will then be nested within the Business Trip activity in the calendar view (see image below).

For each activity, the employee also has the option to upload files related to it. This may include, for example, detailed documentation of a business trip.

Report view

Business trip activities are also reflected in the reports. Specifically, in the Overview of activities and Summary of activities report, in which you can easily filter this type of activities. At the same time, in the report you will also find documents and notes that were attached to these activities.

You can easily download all attached files from the reports.