1. TaskRay
  2. TaskRay Support Guide
  3. Time Tracking

Enable Time Tracking

This feature is available to the following product editions: 
  • Standard
  • Premium

Time Tracking allows you to track time spent working on tasks and projects. Follow these instructions to turn the feature on or off.

After the feature is enabled, you might need to add the relevant Time fields to the Project and Task Details layouts by modifying the field sets.
 
Additionally, you have a couple of options for how you can customize the time tracking functionality in TaskRay.
  1. When creating new time entries, users can mark time entries as billable or non-billable. While the default setting for this is set to non-billable, it is possible to modify that to set a different default value: Set the Default for Billable Time Entries.
  2. It is possible to categorize time entries by any criteria. See this article for instructions on how to do that: Categorize Time Entries.
 

Enable Time Tracking [Admin]

  1. From Setup, navigate to
    • Lightning: Custom Code | Custom Settings.
    • Classic: Develop | Custom Settings.
  2. Click Manage next to TaskRay Global Settings.
  3. Check the Enable Time Tracking checkbox.
  4. Click Save.

Add Time Fields to Project Page Layout & Field Set [Admin]

The sum of hours estimated and logged on a project can be viewed in Project Details on the Estimated Time (hrs) and Actual Time (hrs) fields. If you do not see these fields on the Project Details screen in TaskRay or on the Project record page in the Salesforce interface, you will need to add them to the layout using the instructions below.

  1. From Setup, navigate to:
    • Lightning: Objects and Fields | Object Manager
    • Classic: Create | Objects
  2. Select TaskRay Project.
  3. Navigate to the Page Layouts section and click Edit next to Project Layout.
  4. From the palette, drag the fields Actual Time (hrs) and Estimated Time (hrs) to a spot on the Project Detail page where you want it.
  5. Click Save.
    project_page_layout.png
  6. You will be taken back to the TaskRay Project object page. Navigate to the Field Sets section and select TaskRay Project Field Set. 
  7. From the Available for the Field Set section, drag the fields Actual Time (hrs) and Estimated Time (hrs) to the In the Field Set section.
  8. Click Save.
 

Add Time Fields to Task Page Layout & Field Set [Admin]

Similarly, you can also add the Estimated Time (hrs) and Actual Time (hrs) fields to the Task object if you do not see them.

  1. From Setup, navigate to
    • Lightning: Objects and Fields | Object Manager
    • Classic: Create | Objects
  2. Select TaskRay Task.
  3. Navigate to the Page Layouts section and click Edit next to Project Task Layout.
  4. From the palette, drag the fields Actual Time (hrs) and Estimated Time (hrs) to a spot on the Task Detail page where you want it.
  5. Click Save.
  6. You will be taken back to the TaskRay Task object page. Navigate to the Field Sets section and select TaskRay Task Field Set. 
  7. From the Available for the Field Set section, drag the fields Actual Time (hrs) and Estimated Time (hrs) to the In the Field Set section.
  8. Click Save.

 

Grant Time Tab Access [Admin]

  1. From Setup, navigate to Create | Apps.
  2. Under Apps, click Edit next to TaskRay. 
 
  3. In the Choose the Tabs section, move TaskRay Time from Available Tabs to Selected Tabs.
Alternatively, you can also edit an existing App to include the TaskRay Time tab.