TimeTracker uses the concept of an App Key (see here for more detail) and, to set up each App Key, there's a Configuration screen. This screen is used for making changes related to the way TimeTracker works on the Web, in Salesforce, in Chrome, in Slack or on the mobile app.
The changes that you can make using the TimeTracker configuration screen are described below.
Change the default objects for tracking
Object
You can change the Objects in the TimeTracker app using the Salesforce Administrator at the org can make the configuration changes related to the TimeTracker application.
- To make the config changes, go to the TT Apps tab. Search for the App Key that the users use to log in to the TimeTracker application, and click the App Name.
- You see the details of the App Key, with a Config button
Some configuration settings can be done on the App Key details screen like,
Auto Tracker on Multiple Tabs
- A Lighting component for tracking time within Salesforce can be enabled for Standard and Custom Objects.
- Once the lighting component is added to an Object, the auto-tracking can be Enable/Disable if the same object is opened on multiple tabs.
- e.g: If the auto-tracking is enabled for Cases in Salesforce, and if the user clicks on a Case the auto-tracking component will start tracking time. And if the same user opens another case in a new tab, even that case can be tracked by setting the Auto Tracker on multiple tabs
- Click here to know more about adding an auto-tracking component for an object.
The field "Sync to Mobile Devices" is deprecated and therefore not used in the current version of the TimeTracker application.
Disallow Time Entry if rec not Qualified
If the user opens a record that has Manual Tracking and, by configuration, they don't have access to that specific record, the system shows a warning in the component but allows time-entry. This flag, if checked, stops time-entry on such record for non-qualifiying users.
Do not send emails to TT users on user creation
- By default, when you create a user ID for the TimeTracker user in Salesforce, an automated email is sent to the user with App Key, Employee ID, and an auto-generated password.
- You can disable this automated email, by enabling the Check-box "Do not send emails to TT users on user creation".
The other configurations can be done using the TimeTracker configuration screen. You can see a complete document about configuration here.
- Click the App Name and then click the Config button, to make the configuration changes
- Calendar: Click here to know more about Calendar configurations
- Pop-up List: Click here to know more about pop-up list configurations
- Check-In: Click here to know more about Config changes on the Check-in page for Individual and Team TimeTracker Users
- Click here to know more about adding additional fields to be shown for Time Tracking
- Notifications: Click here to know more about enabling Notifications for TimeTracker Users, and here to know what notifications are.
- Auto Breaks: Click here to know more about setting up auto breaks in your org
- In Salesforce: Use the In Salesforce tab for making any configuration changes related to the Summary page and Multiline Time Entry page and the setup of the objects for Assignments to users
- General: To remove the Start Time in the Multiline Time entry screen in Salesforce
- PTO: For making any changes related to the PTO request screen, you can add/remove the additional fields and make the fields mandatory in the PTO request screen
- Expenses: For making any changes related to the Expenses app
- Integrations: You can now link the TimeTracker application with other applications like Jira, Slack, and Xero, and track time within TimeTracker
- You can hide the First, Second, or Third level objects using the General setup in Salesforce. Click here to know more
Backend configurations and integrations:
Some new features implemented in the TimeTracker application can be configured from the backend by the Tech at the PK4 Technologies in your org. The current build of the TimeTracker application does not have the option to enable these features using the TimeTracker configuration screen.
Click here to know more about the features that can be enabled from the backend. We will give an option to enable these features in the TimeTracker configuration screen soon.