Rules
Rules let you automate categorization of time entries. When an entry matches a rule’s conditions, the rule’s actions are applied automatically — adding tags, marking billable, setting a project, and more. Rules run live as entries are created or updated, and can also be applied retroactively to past entries.
Only owners can create and manage rules. There is a limit of 50 rules per workspace.
Anatomy of a rule
Section titled “Anatomy of a rule”Every rule has:
- Conditions — match entries by field (description, hour, day of week, project, has tag, duration, weekly hours, etc.). Multiple conditions combine with AND.
- Actions — what to apply to a matching entry. Available actions: Add tag, Remove tag, Mark billable (with a multiplier like 1.5× or 2×), Set billable, Set project, Set description.
- Scope (optional) — narrow the rule to a specific user, team, or client. Leave blank for organisation-wide.
- Always enforce (optional) — when on, the rule re-runs on every evaluation, even on entries a user has edited. Use for invariants like “break entries are never billable”.
Creating a rule
Section titled “Creating a rule”- Open Settings → Rules and click New rule.
- Add at least one condition and one action.
- Optionally set a scope or toggle Always enforce.
- Click Save.
The rule appears in the list with a toggle to enable or disable it.
Natural-language compiler
Section titled “Natural-language compiler”If the AI rule compiler is enabled in workspace settings, you can describe a rule in plain English and have it compiled into conditions and actions automatically.
- In the rule builder, type a description like “mark anything after 8pm as double billable”.
- Click Compile.
- Review the generated conditions and actions, adjust if needed, and Save.
Reordering and toggling
Section titled “Reordering and toggling”Drag the handle on a rule to reorder it. Earlier rules are evaluated first.
Click a rule’s toggle to enable or disable it without deleting. Disabled rules are skipped during evaluation.
Backfill: applying a rule to past entries
Section titled “Backfill: applying a rule to past entries”After creating a rule, you can apply it to existing time entries within a date range.
- Open a rule’s detail page.
- Click Apply to date range (or Apply to last 30 days for a quick preset).
- Pick a date range. The maximum range is 90 days per backfill.
- Click Preview to see how many entries match.
- Click Apply to run the rule on the matched entries.
Backfill runs in the background. You can close the dialog — progress appears in the Recent executions list as entries are processed.
Execution history
Section titled “Execution history”The Activity view on a rule’s detail page shows recent executions across the workspace. Filter by status (Applied, No change, Failed) or by date range.
A workspace-wide rule activity feed is also available — see Activity.
When rules don’t re-apply
Section titled “When rules don’t re-apply”By default a rule runs at most once per entry. If a user later edits the entry, the rule does not re-apply automatically. Set the rule to Always enforce if you want it to override user edits on every evaluation.