The Timer, the key feature of Timekeeping, revolutionizes productivity and time tracking. Users can use the Timer to track the time they spend working within Litify and associate their Time Entry with the proper record. Users can also manually add Time Entries by clicking the + icon on a specific date.
Tracking Time with the Timer
Accessing the Timer
The Timer can be found in the Utility Bar of the Time Tracking app, or within the Utility Bar of the custom app which was created during Timekeeping's Post-Install steps.
Starting a Time Entry with the Timer
To start tracking a new Time Entry with the Timer, simply click the big Play button in the Timer window. The window can then be minimized and the running timer will display in the Utility Bar.
Pausing the Timer
Pause a Time Entry by clicking on the running Timer in the Utility Bar. Users will see the prompt 'What are you working on?' if they haven't entered the required details to Save the entry.
Saving a Time Entry
In order to save, Users must click the unsaved Entry to add more details like Rate, related Record, or a brief summary of what they accomplished, then click Save.
Required details can be controlled by Admins within 'Time Tracking Admin Settings,' located in the Navigation Bar.
Alternatively, Users can click Edit on a Time Entry in progress to add the required details to save their Entry.
Resuming an Entry
Time Entries can be resumed by clicking the Play button on their right. Time Entries from previous days can also be resumed; however, they will be duplicated to display on the current day. This feature saves Users time spent adding details to save repeat entries and prevents bulk in the Time Tracking table.
Searching for a Record with the Timer
Users can also use the Timer to search for a Record. Click the Search icon in the upper right of the Timer > Type a record name > Click the Play button to start a timer.
Manually Adding Time Entries
Manually Adding Time Entries on 'Today'
Users can add Entries manually by clicking the Plus Icon (+) on the date, entering the required details, and clicking Save.
Use the blue buttons to the right and left of the 'Duration' field to easily adjust the time in 1, 5, and 10 minute increments.
Adding Time Entries for a Past Date in the Same Week
Time Entries can be added to an earlier day of the week by scrolling down to the desired date and clicking the Plus Icon (+), then entering the required details, and clicking Save.
Adding Time Entries for a Previous Week
To add Time Entries for a previous week, use the arrow icon (<) to navigate back to the desired week, then scroll to find the date. Follow the same manual entry procedure.
Adding Time Entries via Search
Users can also use the Timer to search for a Record and manually add an entry. Click the Search icon in the upper right of the Timer > Type a record name > Click the (+) icon > Enter required details > Click Save
Using the Timer in the Mobile App
Timekeeping is available on the Salesforce app! Users will be able to manually add Time Entries from their mobile devices by clicking the Time Tracking icon in on the bottom of their custom app created in the Post-Install steps, or by selecting the Time Tracking app from the App Launcher.
To add a Time Entry, click the Time Tracking icon, then the Plus Icon (+) on the right. Enter the same information required on the desktop version, click Save