As an individual user, you have access to change how you use Trace to track your time and work. For example, you can choose how much time you must spend doing a task before the Trace timer starts recording your work. You can also assign proxy users to manage your time tracking as well as define blocked/allowed lists for tracking your work, just to name a few.

The following preferences are available:

• Allowing or Blocking Specific Sites or Email Addresses for Tracking
• Setting the Minimum Duration for Tracking Activities
• Choosing How Suggestions are Listed

Allowing or Blocking Specific Sites or Email Addresses for Tracking

You can control which websites and email addresses Trace tracks using an allow list or block list. Use a block list to track most activity while excluding specific websites or email addresses. Use an allow list to track only activity from specific websites or email addresses.

To do this:

1. In Actionstep Practice Management, view your My Profile page. (See Getting to Know the 'My Profile' Page for help.)
2. In the Trace section, click Configure. The Trace Settings page appears.
3. In the Control suggestions from different sources section, select one of the following options:
   • Block list: Use this option to define which websites and emails will be excluded from Trace suggestions.
   • Allow list: Use this option to choose which websites will be the only websites Trace provides suggestions for. 

4. In the Websites and apps section, add the websites you want to block or allow, based on your selection in step 3.

   Note: You do not need to include the https:// portion of the web address. 

5. In the Emails section, add the email addresses you want to block or allow, based on your selection step 3.
6. Click Save to save your changes.

Note: To later remove a website or email address from the list, click its delete icon.

Setting the Minimum Duration for Tracking Activities

You can customize Trace to control how long you must spend on an activity before it appears as a suggestion. This helps filter out brief activities that you may not want included in your timesheet. You can set minimums times for emails, documents, websites/web-based apps, and desktop programs. (The default minimum time for documents and emails is 5 seconds. The default for websites is 5 minutes.) Activities shorter than your specified minimum time will not appear as suggestions in the Trace panel.

To set your minimum activity times:

1. In Actionstep Practice Management, view your My Profile page. (See Getting to Know the 'My Profile' Page for help.)
2. In the Trace section, click Configure. The Trace Settings page appears.
3. In the Minimum duration section, enter the minimum duration for each activity type, using Minutes and Seconds. You can set this limit for Emails, Documents, Websites and apps, and Programs.
4. Click Save to save your changes.

Tip: Set shorter minimum times for activities such as reading emails and longer times for activities such as browsing websites to help reduce unwanted suggestions.

Choosing How Suggestions are Listed

You can choose how suggestions are listed in the Trace panel: chronologically or by most recent activity.

To do this:

1. In Actionstep Practice Management, view your My Profile page. (See Getting to Know the 'My Profile' Page for help.)
2. In the Trace section, click Configure. The Trace Settings page appears.
3. For the Order the suggestions in the Trace panel option, select from the following options:
   • From start of day to end of day: Choose this option to keep all activities listed in their chronological order.
   • Most recent first: Select this option to always show the most recent activities first in the list. 
4. Click Save to save your changes.

Updated November 09, 2026 22:40