Unleash the Power of Task Tokens
Tokens are used in the Task creation so that users can identify the various properties of a timecard as described below. These tokens can be used for any error/description and will automatically be replaced with the proper value within the context in the task list. A double curly bracket must be used before and after the token name as illustrated below in the table.
| Token | Returned Value |
| Timekeeper | Timekeeper Name |
| Id | Timecard Id |
| workHours | Work Hours |
| workDate | Work Date |
| Created | Timecard Created Date |
| tkLocation | Timekeeper Location |
| tkTitle | Timekeeper Title |
| tkArea | Timekeeper Area |
| tkRate | Timekeeper Rate |
| tkId | Timekeeper Id |
| tkInitials | Timekeeper Initials |
| totalFee* | Total Fee |
| Billable* | Billable |
| Vacations* | Vacation |
| matter.matterId | Matter Number |
| matter.matterNumber | Matter Number |
| matter.matterGroup | Matter Group |
| matter.clientId | Client Number |
| matter.clientNumber | Client Number |
| matter.clientGroup | Client Group |
| matter.matterLocation | Matter Location |
| matter.practiceArea* | Practice Area |
*Varies by Time & Billing system
Setting up Tasks using Tokens
Creating Task Tokens from OCG Live Portal
- Select the guideline that the task needs to be added
- Select ‘Add New Rule’ and then ‘Next’ leaving the Conditions blank
- Select ‘Create Task’ from the Actions toolbox
- Enter respective text – see examples below
- Assign a User from the dropdown selection on the right
- Set Action Limits by selecting ‘Action Limits’
- Select ‘Save’
- Select ‘Next’
- Select ‘Save’ OR ‘Save & Activate’
Example – Budget Needed Task
An initial timecard #{{id} has been entered for Matter # {{matter.matterId}} for Client # {{matter.clientId}} and the client requires an approved budget prior to billing. Please follow up to make sure a budget has been provided and entered.
Example – New Timekeeper
This Client requires all new timekeepers to be approved. This is the first time that {{timekeeper}} has worked on Matter #{{matter.matterNumber}}{{matter.matterID}} for Client # {{matter.clientNumber}} {{matter.clientId}} on timecard #{{id}}. Please take the necessary steps to have them approved.
Creating Task Tokens that require a Timecard Trigger from OCG Live Portal
- Select the guideline that the task needs to be added
- Select ‘Add New Rule’
- Enter a Task Name
- Select Respective label from the “Time Entry” toolbox and add conditions
- Select ‘Next’
- Select ‘Create Task’ from the Actions toolbox
- Enter respective text – See example below
- Assign a User from the dropdown selection on the right
- Set Action Limits by selecting ‘Action Limits’
- Select ‘Save’
- Select ‘Next’
- Select ‘Save’ OR ‘Save & Activate’
Example – Travel – 50%
Condition:
The Work Description “contains Travel”
Please reduce travel to 50% per guidelines for {{timekeeper}} on Matter # {{matter.matterId}} on timecard #{{id}}.