Configure time recording categories for Field Service Management

task australia Updated Sep 10, 2026 1 min read configure-time-categories.md
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You can configure time recording categories to align with the work your Field Service agents do.

Before you begin

Role required: wm_admin

Procedure

  1. Navigate to All > Time sheets > Time cards > All.

  2. Select New.

  3. Select and hold (or right-click) on the word Category and select Configure Choices.

  4. Choose one of the following:

    • To add a new category: Type the new category name in the Enter new item: field and select Add in the lower part of the screen.
    • To add an existing category: Select the category from the Available column and select Add.
    • To remove an existing category: Select the category from the Selected column and select Remove.
    • To change the order of the categories: Select the category in the Selected column and select Move up or Move down.
  5. Select Save.

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