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How to Use the Daily Activity Tracker in Invoiceror (Step-by-Step Guide)

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Managing your daily schedule is essential for staying productive and ensuring important activities are not missed. The Daily Activity Tracker in Invoiceror allows you to schedule tasks, meetings, and operational activities while receiving automatic reminder notifications before the activity begins.

This  will guide you step-by-step on how to create activities, schedule events, and enable email notifications using the Daily Activity Tracker.

 

 

Step 1: Open the Daily Activity Tracker

First, navigate to the Daily Activity Tracker inside your Invoiceror dashboard.

 

How to access it:
  1. Log in to your Invoiceror dashboard

  2. Click Time Management in the left sidebar

  3. Select Daily Tracker

 

You will see a monthly calendar dashboard that displays all your scheduled activities.

Each day can contain multiple activities such as:

 

  • Meetings

  • Operational tasks

  • Client appointments

  • Work schedules

 

This calendar helps you manage your daily business operations and time planning.

how to set your schedule with daily activity tracking-daily and hourly

Step 2: Create a New Activity

To schedule a new activity:

 

  1. Click the + New button

  2. The New Activity Tracking form will appear

 

This form allows you to schedule an event and configure notifications.

Step 3: Enter the Activity Title

Add a title describing the activity.

 

Example titles:

 
Client meeting
Project kickoff call
Farm maintenance
Delivery arrangement
Team briefing
 

Using clear titles helps you quickly identify activities in the calendar.

Step 4: Select a Client (Optional)

If the activity is related to a specific client, select the client from the dropdown list.

 

Examples:

  • Customer consultation

  • Client delivery arrangement

  • Project discussion

 

If the activity is not client-related, simply leave it as

No Client.

 

Note: this activity Tracker will not notify your customers/clients, this is just for your personal notification.

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Step 5: Choose Activity Status

Set the current status of the activity.

 

Common statuses include:

  • Scheduled – Planned activity

  • Completed – Activity finished

  • Cancelled – Activity cancelled

 

This helps track the progress of scheduled activities.

Step 6: Set Date and Time

Now schedule the activity time.

Fill in the following fields:

 

Date

Select the date when the activity will take place.

 

Start Time

Choose the start time for the activity.

End Time

 

Select the end time.

Example schedule:

 
Date: March 13, 2026
Start Time: 06:00
End Time: 07:00
 

Setting the correct time ensures reminders will be triggered properly.

Step 7: Add Location (Optional)

Specify where the activity will happen.

 

Examples:

  • Office meeting

  • Online meeting (Zoom / Google Meet)

  • Warehouse inspection

  • Farm operation site

 

Adding location details helps you organize activities more effectively.

Step 8: Add Notes for the Activity

Use the Notes section to include additional information.

 

Examples:

 
Prepare materials before meeting
Bring product samples
Discuss delivery schedule
Review inventory report
 

Notes help you remember important details related to the activity.

Step 9: Enable Email Notifications

One of the most useful features is automatic email reminders.

 

To enable notifications:

  1. Turn on the Notifications toggle

  2. Select how early you want to receive reminders

 

Available reminder options may include:

  • 30 minutes before

  • 1 hour before

  • 2 hours before

  • 1 day before

 

This ensures you never miss important meetings or tasks.

Step 10: Confirm Your Time Zone

Make sure the correct time zone is selected.

 

Example:

 
(UTC+08:00) Kuala Lumpur, Malaysia

This ensures reminder emails are sent at the correct time.

Step 11: Save the Activity

Once everything is filled in:

 

  1. Click Save

 

Your activity will now appear on the calendar dashboard.

 

You can view activities by date and see them directly on the monthly schedule.

Step 12: View and Manage Scheduled Activities

After saving, your activity will appear on the selected date in the calendar.

 

From the dashboard you can:

  • View scheduled activities

  • Edit events

  • Update activity status

  • Add new activities

 

This visual calendar makes it easy to track your daily workload.

Benefits of Using the Daily Activity Tracker in Invoiceror

Using this feature helps businesses:

 

  •  Plan daily schedules efficiently
  •  Manage client meetings and operational tasks
  • Receive automatic reminder notifications
  •  Prevent missed deadlines and appointments
  • Improve daily productivity

 

It works like a business productivity calendar combined with a smart reminder system.

Best Practices for Scheduling Activities

  • Always set start and end times for each activity
  •  Enable email reminders for important tasks
  •  Add clear titles and notes for better organization
  • Review your schedule daily to stay on track

 

Following these practices helps ensure smooth business operations and better time management.

Final Thoughts

The Daily Activity Tracker in Invoiceror is a powerful tool for managing schedules, planning activities, and receiving reminders before important events.

By combining calendar scheduling, activity tracking, and notification alerts, it helps businesses stay organized and avoid missed appointments.

 

If used consistently, it can greatly improve time management, productivity, and workflow efficiency.

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