Rocket Matter Track: How to create linking rules and use the manually apply activities individually, and in bulk.

Creating a linking rule can help you automatically create time entries based on certain actions you define. 

When creating rules, you'll have the option to associate activities to a current running timer. When you've completed all associated work for the desired timer, you can apply the linking rule for an individual rule, or in bulk for all rules.

1. Select 'Linking Rules' in the left-hand navigational panel.

2. Select 'Add Rule' in the top-right corner.

3. Create the rule.

a. Enter the Rule Name.

b. Choose all applicable applications; select all that apply. When finished, select 'Add applications'.

c. Window title: Select from one of the following options.

  • Matching all words:In the context of this filter, matches all words could be used to search for windows that contain specific words in their title. For instance, you could set up a filter to match all words with divorce and case. The filter would trigger when an application window hasbothdivorce and case.
  • Matching any words:This option would be useful to find application windows related to any of several concepts. For example, you might create a filter to match any word with calendar and tasks. The filter would trigger when an application window includes eithercalendar OR tasksin its title.
  • Matches Phrase:Matches phrase in the context of an application window filter would require an exact phrase to be present in the window title. For example, you could set up a filter to match phrase with "project timeline". The filter would only trigger when an application window has thecomplete phrase"project timeline"in its title.
  • Matches Regexp:A regular expression (regex or regexp) is a sequence of characters that defines a search pattern. This option allows you to search for complex patterns, such as searching for email addresses, dates, or specific words with varying formats. Using regular expressions in window filters can provide powerful pattern matching capabilities. For instance, you might create a filter that uses a regex pattern like ^\d{3}-\d{2}-\d{4}$ to identify application windows with specific formatting in their titles, such as 123-45-6789.
  • Matches Anything:In the context of this filter, matches anything would essentially capture all open windows, regardless of their title. For example, you might set up a filter to match anything to ensure that all open application windows are included in a particular workflow or task.

d. Enter key words.

e. Link to a current timer. If you don't see your desired client:matter, be sure to create a new timer before starting the timer.

f. Save  rule.

4. View the newly created rule.

5. Now, when all entries match the words noted in the rule on all of the applications, these can be associated to the linked timer.

6. Now, while viewing the linking rules you can apply the rules individually, or in bulk.

Click here to apply all rules in bulk.

To apply a single linking rule, hover over each rule, and then click 'Run.'

7. Now, on the agenda view you'll find all associated entries linked to the client:matter.

8. How to remove, or add entries. Be sure to expand to open the client:matter on the left hand side. The arrow will face upwards.

REMOVING ENTRIES: Hover over the line item, and select the minus sign to remove the entry.

ADDING ENTRIES: On the left hand side of the agenda view, you'll find all time entries that are not associated to a client:matter. Utilize the search bar to search for specific entries. To associate billable time, hover over the line item, and select the plus sign to associate the entry.

Need more help? Contact our Award-Winning Support Team at (888) 432-1529 or by email [email protected].