Release Notes

Release Notes

TimeTracker ver 2.1.0

30th September, 2025
In Salesforce

We’re excited to introduce new features, enhancements, and key fixes that make project, resource, and time management even more powerful and seamless.

 Highlights

  • Project Wizard: Auto-create projects and assign tasks based on user skills.
  • Resource Management: Smarter allocation and workload tracking across projects.
  • My Projects: A consolidated dashboard of all your projects.
  • Project Views: Calendar, Card, Gantt, and Grid views for flexible task management.
  • Project Hub: A central place to manage tasks, assignments, checklists and team collaboration.
  • Chat Component: Mention users with @username to send Salesforce notifications.
  • Custom Time Report: Approve time details directly from Time Headers.
  • Invoicing: Control invoice generation with a new checkbox and enable direct invoicing to Opportunities.
  • Bug Fixes: Major improvements in Multi-Entry, Time Review, Cases, Configurations, and Licensing.

 New Features & Enhancements

Project Wizard

Easily create projects by entering just a name and description. The wizard automatically generates related tasks and assigns them to users based on their skills.

  • More details on the Project Wizard here.

Resource Management

Plan smarter with workload visibility and team availability tracking. Prevent overbooking and optimize project efficiency.

  • More details on the Resource Management module here.

My Projects

View all your projects in one place. Stay informed with progress tracking, risk monitoring, and status updates.

  • More details on the My Projects here.

Project Views

Choose the view that fits your workflow:

  •  Calendar: Displays Tasks in a calendar format, letting you see deadlines and schedules by Month, Week, or Year. You can also create and edit Tasks directly from the calendar. Click here to learn more.
  •  Card: Shows Tasks as visual cards grouped by status (Backlog, In Progress, Testing, Done, etc.). You can drag and drop cards to update their status, edit task details, and create new Tasks. Click here to learn more.
  • Gantt:Provides a timeline-based view of Tasks with details such as WBS, duration, assigned hours, and dependencies. It includes powerful context menu options for editing and organizing tasks. Click here to learn more.
  • Grid: Displays Tasks in a simple row-based format, similar to a spreadsheet, making it easy to create, edit, and assign Tasks quickly. Clickhere to learn more.


 Each view offers unique ways to monitor progress, assign tasks, set date constraints, and make updates.

More details on the Project Views module here.

Project Hub

The central workspace for projects and tasks:

  • Managers: Create and assign tasks.
  • Salesforce Users: Assign tasks to yourself and record time.
  • Team Collaboration: Use the chat option to stay connected, share updates, and manage changes.

The Project Hub is your central place to view and manage tasks and projects. It includes the following tiles:

  • My Todo List: Displays tasks assigned to you (the logged-in user).
  • Todo List: Shows tasks assigned to users who report to you.
  • Schedule: Allows you to assign tasks to team members.
  • Kanban: Visualizes task stages for easy tracking.
  • Chat: Helps you stay connected with your team, share updates, and manage project changes effectively.

Task and Checklist Management:
You can now create checklists within tasks and mark individual checklist items as complete. Once all items in a checklist are completed, the associated task can be marked as complete, making task management simple and efficient.

  • More details on the Project Hub module here.

Chat

A versatile chat component that can be added to any Salesforce object by providing the object API name.

  • Mention teammates using @username to instantly notify them via Salesforce notifications.
  • Keep discussions tied directly to records for better collaboration.

  • More details on the chat mechanism here

Custom Report on Time Headers

A new Time Details Report is available on the Time Headers page. Approvers can review and approve time entries directly.

  • Click here to know more

Invoicing

  • New Enable Invoicing checkbox:
    • ✅ Checked → Invoices generated.
    • ❌ Unchecked → No invoices generated.
  • Added support for direct invoicing to Account-Opportunities.

Bug Fixes

Multi-Entry

  • Totals now update immediately after adding hours.
  • Row and column totals are consistently displayed in hh:mm format.
  • Weekend date alignment fixed between Weekly and Multi-Day tabs.
  • Multi-Day totals are now calculated in real time.
  • Copying rows now includes checkbox details.

Time Review

  • Managers can now delete user time details.
  • Users can multi-select and Submit/Unsubmit without errors.

Cases

  • Fixed roll-up issue where duplicate Case time entries weren’t being tracked correctly.

Configuration

  • Admins can now successfully save org-level configurations without errors.

Licensing

Licenses for modules are managed through the PK4 License custom object in Salesforce. Each license record specifies which Module the user has access to.

Click here to know more about managing licenses for users on different modules.
 

Modules and Access Details:

  • Project User → Required to access Project Hub features for users.
  • Project Management → Required to access Project Hub, Project View, Project Wizard, and Project Management features for managers.
  • Resource Management → Required to access Resource Management features for managers  (including related objects, functions, and tabs).

 

 

 

TimeTracker v 1.193

May 16th 2025
In Salesforce
Features and Enhancements
 
1. Introduced new flags to enhance usability
  • Added a flag to display specific fields on the TT Header page
  • Introduced a flag to display weekend dates by default
  • Introduced a flag to set one of the 3 sub-tabs in the Multi Entry screen as the default and hide the other sub-tabs
2. Updated the Edit pop-up on the Weekly Time entry screen
  • Updated the Edit popup to dynamically show or hide the Start Time based on App configuration
  • Included the Notes field in the popup
  • Ability to delete time records from within the Edit popup
  • The Date is now displayed on the header section in the Edit poup, so that the display is more readable.
3. Introduced a new formula field that calculates the Time Worked to the nearest higher 15-minute interval
 
4. Introduced Edit functionality on the Time Header screen, similar to the edit functionality on the Weekly Time entry screen.
 
5. Introduced a new Hint field for the Notes field to make it simpler for users.


 

TimeTracker, Ver 1.191 

Apr 30th 2025 

Features and Enhancements

1. Time Headers

A new feature in TimeTracker automatically creates Time Headers for each user, making it easier for managers to approve or reject time entries. Click here to learn more You can set a flag to create these headers weekly or monthly. Once it’s enabled, all times entered by users will appear on the Time Headers page — one row per user per period. Managers can review all entries in one place, approve or reject them, and even leave comments for corrections. Users can then update and resubmit their entries.

  • The Time Headers can be created on a Weekly or Monthly basis. Click here to learn more about configuring the flags accordingly.
  • The Time Headers tab enables Managers to approve or reject time details with a single click.
  • Click here  to learn more about approving the time and here to reject the time entries of the users.
  • Multilevel approvals: You can set a clarifications manager to view only the users’ time entries and suggest any changes. Then, the user can make the necessary changes in the time details for approvals. Click here to learn more.
  • The Time Header now has a Discuss feature that enables time tracker users and approvers to discuss time entries and make appropriate changes.

2. Multilevel Approvals for Time Headers

You can now set a multilevel approval process in the TimeTracker

  • Supervisors/Reporting Managers– These are Managers who can directly approve time entries of the TimeTracker users that report to them. Click here to know more.
  • Clarification Manager – This is a Manager who can view the time details of all users in the organization.
    • If any changes are needed on a time entry, they can comment in the Discuss page, prompting the user to make corrections and resubmit it for approval.
    • Once corrected, the Manager/Supervisor will approve the time. Click here to learn more.

3. Skills and Certificates

Skills:

TimeTracker now includes a feature for adding Skills to people within your organization. Skills represent an individual’s abilities, knowledge, and expertise, helping you identify qualified team members and assign shifts more effectively. This ensures that the right people are matched with the right tasks based on their skill set.

Certificates:

TimeTracker now allows you to create and manage Certificates within your organization. Users can upload certificates as proof of completion of eligible courses. Managers can recommend and approve them. Once approved, the user is awarded the certification. The recommendation and approval process can be configured to be mult-level.

Document Processing:

Users can now submit specific documents needed for crediting a specific certification that they have earned, with a process for review and approval.

More details below:

  • Click here to learn more about creating skills in your org, and here to assign them to the users.
  • Click here to learn more about the skills assigned to the users.
  • Click here to learn more about removing an assigned skill to the user.
  • Click here to learn more about creating a document in your org.
  • Click here to learn more about requesting a Document.
  • Click here to learn more about approving the user document.
  • Click here to learn more about setting up a manager for document approvals.
  • You can also set the Reporting Manager of the user to recommend the certification documents and the Approval Manager to approve them.
    • Click here to learn more about setting up the Manager to Recommend the document.
    • Click here to learn more about recommending the document for approval.

4. Shift Management

  • TimeTracker now includes the Shift Management module, designed to help managers efficiently plan, schedule, and monitor employee work shifts. This feature ensures that the right people are assigned at the right times, streamlining workforce management and improving overall productivity.

In the context of a system like TimeTracker, Shift Management typically includes:

  • Creating shift schedules (e.g., Day, Night, Weekend).
  • Assigning users to specific shifts.
  • Tracking attendance and working hours per shift.
  • Managing shift rotations, breaks, and overlaps.

Please find the articles that will help you understand the Shift Management module.

  • Click here to learn more about the Shift Management module.
  • Click here to learn more about creating Shifts.
  • Creating teams and adding it to Employees, click here to learn more.
  • Click here to learn more about assigning Shifts to employees.
  • The goal is that you can add specific skills to a Shift and select people for the Sift, based on the Skills. Currently, you can only add skills. Shift assignment according to skills is not yet implemented.
  • Holiday in Shift Management: You can add the Holiday details in the org, this way, you will know the holidays in the org and can prevent Shift assignments on the Holidays. Click here to learn more about adding holidays to the Shift Management module.
  • If you’re using the PTO Module from PK4, any applied or approved PTO will now be visible on the Shift Schedule page. This allows managers to avoid assigning shifts to employees who are on leave.

5. Email-based Reminders:

Using the TimeTracker application, you can set up reminders for both the Approval Manager and the User to either approve submitted time or enter their time details.

  • The Daily Email Reminders functionality in TimeTracker ensures that:
    • Approvers receive reminders to approve pending timesheets.
    • Users receive reminders to submit timesheets if they haven’t already done so.
  • Click here to learn more about configuring the app to send out email reminders to the users.
  • Click here to learn more about reminding the Manager about the pending time sheets for approvals.
  • Click here to learn more about reminding the users to enter their time details.

6. Multi-Entry

  • A new feature in the TimeTracker application allows users to choose how they view their logged hours—either in Decimal format or in Hours and Minutes format—within the Weekly and Multi-Day tabs. Click here to know more.

7. Auto-apply Tasks to the Project

  • Using the TimeTracker application, you can now create a Template Project along with its related Template Tasks, define a Project Type, and link it to the Template Project. When you create a new Project and assign it a Project Type, the related tasks from the Template Project are automatically assigned to the Manager.
  • The Manager can then reassign these tasks to the appropriate users as needed.

How it Works:

  • During Project creation, if the selected Project Type is linked to a Template, the system will automatically create tasks and assignments based on that Template.
  • If there is no link between the Project Type and a Template, automation is skipped.
  • If the Template link is added later (after the Project has been created), automation will not backfill tasks or assignments.
  • Click here to learn more about creating templates and assigning it to users.

8. PK4 AI Agent

  • PK4’s new Agentforce-based AI Agent has been packaged and delivered as a separate listing on AppExchange. The PK4 AI Agent provides easy Project Management and time-tracking functionality. Click here to learn more.

9. Project Management

  • We’ve introduced a convenient new feature that lets you assign tasks to users effortlessly using the drag-and-drop method directly in the Gantt tab.
  • With this enhancement, you can quickly assign users to tasks without leaving the Gantt chart, making task management faster and more intuitive.

What It Does:

  • You can assign a user to a task by simply dragging their name from the user list and dropping it directly onto a task bar in the Gantt chart. Click here to learn more.

Bug Fixes

  • Fixed an issue where the Case Number and Case Type fields were not displaying data when users tracked time using the Live Tracking component in the console app. This was resolved by implementing a validation rule.
  • Improved performance of the Auto-Tracking component by reducing loading delays.

 

TimeTracker v 1.189

November 22nd 2024
IN Salesforce

Project Management

  • We now support decimals for Hours Assigned on the Resources and Assignments tabs
  • Inactive Users are no longer shown on the Resources tab for Assignments
  • The user can now enter the task Name or select from a list of Tasks for new Task Assignments
  • The user can not assign Tasks beyond the End Date for the Project
  • Task Start and End Dates can now be the same as the Project Start and End Dates
  • Comments in the User Assignment screen are now cleared and do not show the comments from previous assignments
  • Fixed issue where the Notes field was not getting saved correctly for new Task Assignments
  • When a new Task Assignment is made, the default status os set to Open. Previously, it used to be blank
  • Fixed issue where a previously assigned user name was not getting cleared in the Resources tab
  • Fixed issue where a Task was getting saved with No Title when a user clicked on Close or Cancel.

 Invoicing

  • Renamed the Invoices tab to Invoicing to avoid confusion with the default Invoices tab in Salesforce
  • Any time details that are deleted from the Invoice, can now be added back using a Reset button
  • Any line items that are removed from the invoice, can now be added back using the Reset button
  • We now support numerics for Tax and Surcharge in addition to Percentages
  • We now support Multi currency on the Invoice
  • Total Hours on the invoice now shows 2 decimals instead of the previous 5 decimals
  • We now support multiple projects to be invoiced on the same invoice. To support this, we are now carrying the IDs for the invoice line items on the time detail record.
  • Users can now email the invoice from the Invoice List page in addition to emailing it from the Invoice view page
  • There is a new configuration item that can set the Invoice Due Date to 15 or 30 days
  • The Balance Amount on the Invoice is now corrected to show the Amount after deducting any collections made against the invoice
  • The Purchase Order # and Invoice # can now be included in the Invoice email subject line
  • The Add Materials button is no longer visible on the Edit Invoice tab, because materials cannot be added here
  • Fixed issue where the Surcharge percentage was getting changed if the Tax amount was changed
  • The Project field has now been made Mandatory when entering time details on an Invoice
  • Fixed issue where Actual Hours and Total Billable Hours were not getting updated in the Invoice Details section.

Performance Improvement

  • The Time Review page performance has been improved
  • Fixed the slowness issue on the Task Assignment screen in Project Management
  • Fixed performance issue on Weekly tab in Multi-Entry screen when switching between weeks.

Lightning Components

  • Fixed issue where the Live Tracker was not working correctly in the Console app
  • By default, Job Complete Notes was showing up as Null. This has now been fixed on the Live Tracker
  • Fixed issue where the Start button would disppear in some cases on the Manual Entry tracker.

Others

  • We now show a toast message when a PTO or Expense is deleted
  • If a PTO is “Rejected” by the manager, the user will no longer be able to Edit the PTO
  • Managers can now view the Attachments added by users to Expenses within Salesforce
  • Fixed issue where the Weekend Days were showing by default on the Multi Day and Weekly screens.

 

TimeTracker v 1.189.

October 4th 2024
In Salesforce
  • User Names are now displayed in alphabetical order in the Resources tab on the Task Assignment screen
  • Previously, there was confusion for Managers when viewing time entries created by other users from a different time zone. To prevent this we are no longer displaying the MultiDay and Weekly tabs if the Manager selects a different user from the list of users
  • The default lightning component on Projects has been reset to Manual Tracking instead of Auto Tracking
  • Fixed performance issue with the Task pop-up screen
  • Fixed issue of a temporary Task showing on the screen with no title, when a Task was added, with no details
  • Fixed issue where users were seeing a “Hours Assigned is Mandatory” message whien making any changes on the Gantt chart
  • Fixed issue where Multi Day and Weekly sub tabs were showing the Weekend dates by default, which would disappear if the Include Weekends checkbox was selected
  • Fixed issue where Task Assignments would temporarily disappear from the Tasks list on the Gantt page, if the Task Assignment was clicked and closed without making any changes.


TimeTracker Web App v 2.91

 September 26th 2024
  • In the Multi line screen, the user can now clear the details of a specific row using the brush icon. Click here to know more
  • The My Tasks dashboard is now auto refreshed if new Tasks are assigned to the user
  • After entering the time in a row, a brush icon and a copy icon appear at the end of each row.
      • The brush icon allows you to clear the data in a specific row.
      • For instance, if you have entered time details in all 10 rows and wish to clear the data in only one particular row, you can click the brush icon at the end of that row.
      • The copy icon allows the user to copy the details from the previous line (this is from the older version, but just mentioned here because the user sees both the icons)
    • Fixed issue where column and row totals were not being properly calculated after the first row
    • Fixed issue where dependencies between columns was not being set correctly for additional rows beyond the default 10 rows
    • Fixed issue where users were not able to add PTO and Expenses consistently.


TimeTracker v 1.184

September 16th 2024
In Salesforce

Enhancements to the Auto Tracker lightning component

    • Enabled Manual Start and Stop option on the Auto Tracker component. For more details, check this article.
    • Added a configurable Delay Time in seconds. The Auto Tracker waits for the Delay Time to pass before starting to track time. Click here for more details.
    • Option to add additional fields that the user needs to enter. Option to set up extra fields as Mandatory. Check out this article to understand this feature better.
    • Hide the Auto Tracker completely so busy users are not distracted by the running timer. Click here for more details.
  • Enhancements to the Live Tracker lightning component
    • Added a Down arrow icon next to the main object. Clicking on the down arrow, auto-populates the data of the current record in the Live Tracker. Check here for more details.
    • The TimeTracker allows for time entries for future dates, based on configuration. This caused an issue in the Live Tracker, where sometimes users could not Stop the Live Tracker because of Time Detail records created for future dates. We have now enhanced the Live Tracker to take care of this situation. There is now a configurable checkbox on the Live Tracker console app component that says “Include only records from the Live Tracker component” When this flag is checked, only records from the Live Tracker are included. Check this article for more details.
  • Enhancements to all Lightning Components
    • Admins can now set default values for additional fields in all the lightning components. Follow the instructions here to set up default values.
  • Enhancements to Multi Entry screens
    • The Multi Entry screen can now be configured to Hide / Show the Multi Line, Multi Day and Weekly Entry screens
    • The default tab can now be set to Multi Line, Multi Day or Weekly via configuration
    • Users can now add Attachments along with the time entries on the Weekly Entry screen. Attachments can be images, PDF, Word, Excel files.
  • Enhancements to Approval Emails
    • Approval Emails to Managers can now be configured to send either a single email for all Reporting Users or separate emails for each Reporting User.
  • Enhancements to Invoicing functionality. Click here to know more.
    • Invoice users can now make changes to the Invoice before it is sent out to customers
    • Users can now Add/Modify/Link other Projects for the same Account to the Invoice
    • Users can now Add/Modify/Link Materials to the Invoice
    • Users can now Add/Modify/Link other Time Details to the Invoice
    • All Invoice header values can now be recalculated based on the changes made
    • Users can add attachments when sending invoices to customers. Any attachments that time tracker users have added from the Multi Day screen will automatically be sent our along with the invoice
    • Any Approval Emails for included Time Entries in the Invoice will also be sent out  with the email
    • A PDF format of the Invoice is also included with the email
    • The Subject line of the Invoice email can now be configured to your requirement.
  • Auto Assign Projects to Users.
    • Ability to Auto Assign Tasks to Users within Managed Projects
    • Added a new object called Project Type with Name, Description, and optional lookup to  Project Template (field called Auto-apply Template)
    • Added new fields on the Project with optional lookups to the Project Type and TT User objects
    • Added a new Trigger that kicks in when a new Project is created. Here’s what the trigger does:
      • If Project Owner has a value AND Project Type has a value AND the related Project Type record has a value in the Auto-apply Template field
        • Read the Project Template identified in the  Auto-apply Template field
        • For every Task in the auto-apply project template
          • Create a Task in the current project
          • Create a Task Assignment for the newly-created Task to the Project Owner.
      • The Auto Apply can be disabled or enabled using the Custom Settings:  dftlytime__Disable_Auto_App_Template_onProject__c.

Performance Enhancements and Bug Fixes

  • Live Tracker Component
    • Improved component load time by optimizing the supported functions
    • Introduced a new filter to retrieve the latest time details created ONLY by the Live Tracker component
  • All Lightning components
    • Updated additional fields to use Aura component inputs instead of basic HTML inputs with default values derived from the TT User record. Now, additional fields are always correctly updated when switching between records in a Console app.
  • Mult Entry screen issues
    • Fixed issue where Users were able to enter time details without entering data for Mandatory fields
    • Previously, if a Manager entered time for a User in a different time zone, the Entered Time Details would be added in the Manager’s Time Zone. This has now been fixed and will show up correctly in the User’s Time Zone.
  • Project Management
    • By default, the Task Assignment End Date was getting set to midnight of the previous day. This has now been fixed
    • Fixed issue where Search on the User field was not working in the Task Assignment screen
    • Corrected the incorrect message of Task Deletion that was showing up when a Task Assignment was deleted.


TimeTracker v 1.181

July 16th 2024
In Salesforce
  • Added a new object for Time Zones. An Administrator can now set a time zone for Users on the TT User object. So TT Users who are NOT Salesforce Users (Mobile, Web and Chrome TimeTracker users) will also have a specified Time Zone. For more information, click here.
  • Approvers can now see user’s time, either in their own time zone or in the Submitter’s time zone, by clicking on a field in the Time Review screen
    • By enabling the “Show in submitter Timezone” check box, the Approver sees the time details in the submitter timezone.
    • By disabling the “Show in submitter Timezone” check box, the Approver sees the time entries in the approver time zone
  • Reporting Managers, Project Managers and Delegates can all see the user’s time in the submitted user’s time zone
  • Adding Task Assignments and Comments on the Project Management screen is now much simpler. We have introduced a new pop-up UI to make this possible.
  • Introduced a new Add Attachments feature on the Weekly tab of the Multi Entry screen. So users can now add any related documents, screenshots along with their time entries.
  • Introduced a filter to show only specific users on the Multi Line, Weekly and Multi Day tabs of the Multi Entry screen. Previously, if a user had the Add Time Entries for Multiple Users flag enabled, they would see ALL users in the drop down list on the Multi Entry screen. We have not introduced a filter that Administrators can set to limit the number of users based on the filter criteria set up. By default, the list of users is restricted to users reporting to the logged-in user.
  • When the logged-in user adds time for another user on the Multi Entry screens, the time will be added based on the time zone of the user for whom the time is being added
  • Introduced an option to add additional fields on the Auto Timer component in the Console app
  • The additional fields on the Auto Timer component can be set to optional or mandatory
  • Introduced the ability to add time in decimal OR hours and minutes format on the Weekly tab in the Multi Entry screen
  • Introduced the ability to set default values for picklists on the Time Entry screens. This ensures that users see a default value for the picklist, but can change it if needed. For more information, click here.
  • Extended the Weekly tab of the Multi Entry screen to allow data entry for additional fields in a week, where data had already been entered. Additional field data is now saved for new dates for which time is entered. Previously,  if data has already been entered for any day in a specific week, then the additional fields on the screen were disabled.
  • Fixed issue where the Lightning Web Timer Components were not loading correctly if the “View Setup and Configuration” option was disabled on the Salesforce User record.
  • Fixed issue where the time entries for the last day of the month was not being included in the automatically generated invoices.

TimeTracker v 1.173>

May 13th 2024
In Salesforce
  • Invoicing
    • Invoice Contact is now saved when the Invoice Header is created or modified
    • Once the Invoice is Sent, the Sent On Date and Send Status fields are updated.
  • Time Review
    • Negative hours entered are now correctly displayed
    • The Time Details are now correctly sorted by Start Date-Time.
  • Auto Timer component on the Console app
    • There is now an option for the administrator to set up a Delay to the Auto timer within the configuration. The delay can be set for a required number of seconds.
    • The Auto Timer does not track time during the Delay period
    • There is a Do Not Track button on the Console. If the user clicks on the Do Not Track button.
    • There is a Start button on the Console. If the User clicks the Start button, the component starts tracking time on the appropriate record
    • The Auto Tracker now tracks time to the appropriate record when the user opens a new tab for any related Salesforce components such as Task, Event or Email within the current record
    • Users will now see some additional fields on the Auto Tracker. These fields can be configured by an administrator. These fields are Saved when the user stops the timer.
  • On the Multi Day – Weekly tab, the User can now see multiple Time Details for the specified dates and add additional hours.
  • A user can ONLY be set up as a Reporting Manager only if she has a Manager license assigned within the PK4 TimeTracker. Here are the instructions on how you can set up the licenses for your Manager users.

 

TimeTracker Web v 2.6

May 10th 2024
On the Web

New Features

  • Introduced a new Profile page, where:
    • Users can rearrange their menu items according to their preference
    • Users can add a Profile image
    • Users can set the date format as DD-MM-YYYY or MM-DD-YYYY.
  • The Notes field is now visible on the My Time page so that it’s easier for the user to get a complete view of their time
  • Users can discuss details about their Time Details with their Managers (Approvers) using the Discuss tab in the My Time page
  • There is now an option for the Approver to discuss Time Details with the user
  • Option to add/remove fields from the Time Edit page. Ability to change the default fields on the page via configuration from the back end
  • Ability to add/remove fields from the My Time list view page using the Show /Hide button
  • Introduced multiple new dashboards that show the time data for Projects, Tasks, Worktypes, Cases, Assigned Tasks, etc.
  • Ability to hide Multi Day and Weekly tabs in the Multi Entry screen via configuration from the back end
  • Ability to hide the Clock-In and Check-In buttons via configuration from the back end.

Bug Fixes

  • The main menu items do not move and get hidden even if the TimeTracker logo is clicked.
  • Fixed error where login would fail when users had similar employee IDs
  • Fixed error where edits were not getting saved, if the Time Details status was set to Awaiting Correction
  • Fixed error where the Project, Task and Worktype names would overlap if the names were long. Fixed the error by now showing the full name upon hover of the fields on the Multi Line and Multi Day entry screens
  • The Edit Time Details screen is now displaying Project, Task and Worktype correctly
  • Fixed an error where the Forgot Password OTP was failing when the user tried to reset the password.


TimeTracker  v 1.170

8th April 2024
In Salesforce
  • Fixed issue where the Auto Tracker in the Service Console was not tracking time if the user navigated away from the Case page to the Email Message view page
  • Upgraded the date range fields on the Time Review page to respect the User Timezone field set up inside Salesforce. If no timezone is set up for the user, the timezone defaults to the Org timezone set up in Salesforce.
  • Upgraded the Reset password function to be visually Salesforce-compliant
  • Enabled Hide/Show columns on multiday and weekly tabs using configuration on the Multi Entry screen
  • On the Weekly tab, if you click on the Copy from Prev Week link, the Time Worked is now cleared and only the Projects / Tasks are brought over from the previous week. This makes it easy for the user to enter their Time Worked for the current week directly, without having to clear the previous week’s time.
  • Fixed some alignment issues in the Multi-Day tab
  • Fixed issue where prefixes such as “P-“, “MP-“, “T-” and “TA-” were missing in submitted Time Detail records
  • Fixed issue on the Multiday where after submitting time entries for a previous week, the date range would switch to the current week
  • Improved the latency between tabs in the Multi Entry screen
  • Fixed issue where time entries for Projects or any other objects that currently do not qualify with the filter conditions set up, would not be displayed even in previous weeks
  • Added a new function for Searching and adding qualifying time entries for a combination of Account / Project on the Manual Invoicing screen
  • Added a new sub tab on the Manual Invoicing tab, that shows the related time entries for that Invoice
  • Fixed alignment issues of the additional fields on the Manual Tracking component
  • Displaying an error message of a mandatory field is NOT selected on the Project Management screen
  • Delete function on the Gantt chart is removed because it was causing confusion.


TimeTracker v 1.168

18th March 2024
In Salesforce
  • Introduced additional features for Manual Invoicing.
  • On selecting a specific Account for Invoicing, users can now select Projects to be Invoiced.
  • On selecting a Project for Invoicing, you can now select Approved Time Details to be included on the invoice.
  • Introduced new buttons for Recalculating the amounts on the invoice.
  • Fixed a trigger on the TT Details object to always show the correct data source from where the record was created (Web, Mobile, Salesforce, etc).
  • All TimeTracker related Visual Force pages now show the browser time zone on the page. This is to address issues where the User’s time zone is different from the organization time zone.
  • Fixed issue on the Weekly data entry screen where editing a specific day multiple times was causing a problem.


TimeTracker v 1.167

26th February 2024
In Salesforce

Multi Entry Screen – Multi Day tab

  • Fixed issue where dependent lists between the first, second and third levels of objects was not working correctly
  • Fixed issue where Mandatory items in the fields were not being checked
  • Fixed issue where Weekend Days were not displaying properly when the Weekend checkbox was selected
  • If the User attempted to submit data for multiple days right after submitting time entries from the same page, the Task and Work type fields would be blank. For example, if a user entered time for five days, submitted it, and then immediately tried to submit more time entries, the Task and Work type fields would be blank. This issue has been fixed.
  • Special characters were being shown as “&amp”. This is now fixed.

Multi Entry Screen – Weekly tab

  • Added the ability for time entry for multiple users, if allowed by configuration. This option can be Enabled / Disabled from the TT User screen.
  • If the User clicks on the Edit icon, they can now add Notes in addition to the Hours Worked.
  • The Edit pop-up is now positioned for better readability on the screen.

Other pages

  • On the Time Review Weekly Summary tab, some of the filter items were showing up multiple times in the dropdown. This is now fixed.
  • Fixed error on the Auto Tracker component, where time was sometimes being tracked to a record that did not have the Auto Tracker enabled.
  • Fixed issue on the Manual Tracker component where Contextual filters were not working correctly
  • If the combo has only ONE option, this is now shown as the default option.
  • If a User makes any changes to the Task Assignments on the Gantt page of the Project Management module, the page is now auto refreshed to show the changed Task Assignments.
  • The Edit button has been removed from the Summary page to prevent confusion.
  • The Approved Hours field on the Projects page now shows the Hours in decimal format.
  • Previously, long Project Names were not showing up correctly on the MultiEntry screens. Now upon hover, the full Project Name is shown to the User.
  • Added the ability to Send Invoice Emails from the Invoice View page. Previously, the Send Invoice Email was only available in the Invoice List page.
  • The Invoice emails now include attachments of Time Entry screenshots and Approval emails.


TimeTracker v 1.163

24th January 2024
In Salesforce

Project Management Enhancements

  • Added Assign, Edit and Delete options upon right click on the Gantt Chart page of Project Management
  • Added a Search option on the Project dropdown
  • Enabled a “*” option that brings up all the templates on the Task Assignment screen
  • Clicking on the Project name on any tab other than the Gantt in the PM app will redirect the page to the Gantt tab. This allows the user to easily select a different Project
  • Clicking on the Project Name in the Gantt tab opens the Project in a separate tab
  • The Assignments tab now shows all the assignments of a Project regardless of who the Manager is
  • When a Task is deleted, all associated Task Assignments are also deleted
  • The Task dropdown is now locked, so that users can only Select from the list and not key in any freeform name in the Title
  • Task Hours is now. Mandatory field
  • The Task Assignment Hours field is now Mandatory
  • Enhanced the Task Assignment screen to show the User’s Name, Email ID and Department  such that users can now be properly identified
  • Ability to assign any user to any Task, not just users reporting to the logged in user
  • Ability to Copy Tags from Task to the Time Detail, if there are no Task Assignments
  • Enabled the ability to add different rates for different Tasks assigned to the same user
  • Enabled Show / Hide columns feature on the Tasks tabStart and End Dates added for Task Assignments to users. Users are now able to distinguish between Tasks and Task Assignments.

Time Tracker enhancements

  • Added feature to set up org-specific Email ID as the default ID from which the Welcome emails are set upon creation of a new TimeTracker User
  • Made the columns and rows in the Multi Day time entry screen configurable
  • The Live Tracking Lightning Component now has a timer enabled that shows the time since the Timer is started. So users now know how long the timer has been active
  • The Live Tracking component has been upgraded to allow tracking to multiple records. The user now sees a list of all the Active Checkins. They can select a specific Checkin record and Check out of it.
  • Added a Stop button on the Auto Tracking lightning component. So that the user can now Stop tracking time to a record when necessary
  • Changed the names of the Check In / Check. Out buttons on the Live Tracking component to Start / Stop. The new buttons are more intuitive for users.
  • Added a new formula field that shows the Hours Worked in hours:minutes:seconds. This is in addition to the original Hours Worked field that showed the time in decimal format.
  • Added an option to change the default dates to This Week, instead of Previous Week on the Time Review screen
  • Additional fields removed form the separate section and added to the main section of the Summary page. By removing some fields and moving others, the Summary page and the Multiline page are now more user-friendly and readable
  • The default days in the Weekly Summary screen are now set to Last Week.

Invoicing enhancements

  • Set up a configurable Invoice template in Salesforce Classic Email templates
  • Upgraded the invoicing process to use the send_transactional_emails API to send out the invoices
  • Create a Salesforce Activity every time an Invoice is created, either manually or via a scheduler. This ensure that there is a physical record of all Invoices.
  • Format numbers and dates correctly in the Invoice module
  • Added the Balance field to the Collections screen as a default

Bug Fixes

  • Fixed issue in Multi Line Entry screen, where Time Details were not getting submitted when Case was set as the first level object
  • Fixed issue where Projct Start Date was getting reset to the Start Date of the first Task Assignment
  • Fixed issue with roll-up triggers not updating data correctly
  • Fixed issue wherreports were showing the wrong Time Details when the Admin and the user were in different timezones
  • The Start at field on the Auto Tracker is now fixed to show the correct time when the user gets back to the screen from another tab
  • If the config for Auto Tracking on multiple tabs is set to Separate and if the user closes the browser directly, the end time is now correctly updated.
  • Fixed issue where the End Date on a PTO request could not be edited
  • Fixed the time entry Type on both the entry rows and the Total Hours to be the same, so it is easier for users to understand
  • Fixed issue where clicking the Start button on the Live Tracking component was causing multiple Time Details to be added
  • Fixed field labels to be the same across platforms
  • Fixed issue where Approvers were unable to see Time Entries that users had made modifications after a Request for Correction from the Approver
  • Fixed issue where the Reset Password option on the Change Password screen inside Salesforce was not working
  • Fixed issue on the Weekly Entry screen where the + Add Rows button was not showing the added rows automatically
  • Fixed the Edit button in the My Tasks and All Tasks tabs
  • Fixed issue where a Task Assignment from the Project Management Boards screen was not getting assigned to the user
  • Assign To User field added to the Task Assignment screen
  • Fixed Task Assignment Assigned Hours to include time less than an hour
  • Fixed issue where PTO was not getting Approved, if the Approver added Comments to the PTO
  • Fixed issue where the Copy between lines feature was only copying the first level object and not the second and third levels
  • Fixed issue where Task ID was not being correctly set for some Time Details.


TimeTracker v 1.162

October 13th 2023
On the Web app

Complete upgrade of the My Dashboard feature

  • New Dashboard sections added for Project Hours, Hours by Day, Hours by Day by Project, Hours Worked on Cases
  • Additional Dashboard sections in the Settings tab. These sections can be dragged and dropped into My Dashboard
  • Uset can remove sections from the My Dashboard section by clicking on the x button on each dashboard section
  • Many of the dashboard sections now allow selection for different date ranges
  • You can now add time entries directly on the Dashboard by clicking on the “clock” icon next to the Tasks in the My Tasks dashboard section.
  • You can now hide the Clock-In and Check-in buttons on the menu bar by setting up flags in the configuration
  • You can configure the date range in the Approval screen using the back-end configuration The date range can be set to current week, current month, etc.
  • There is a new Multi Day time entry screen. This screen can be configured to show the number of days for which you want your team to do time enry. This could be set for a week, for a fortnight or for a month. Users will see the dates for the configured timeframe across their screen and can easily enter time for that time range.
  • There is a new field that shows column-wise totals on the Multi Day screen.
  • Based on your data entry requirement, you can choose to hide either the Multi Line or the Multi Day data entry sub-tabs. This way, there is less confusion for your users.
  • Users can now add Attachments to their time entries on the Multi Day screen. This is a great feature when Users need to add screenshots from other systems as proof of time worked. Users can add multiple attachments if needed.
  • The app now uses the Time Zone field on the user’s desktop/laptop to show the date format on the screen appropriately.
  • All buttons across the app have now been formatted to look similar. Previously, there were multiple formats being used.
  • The size of the pop-up screen to Hide/Show fields on the PTO tab has been increased, so that the fields are clearly visible.
  • The full name of the Project/Task/Worktype is now shown if you hover over the name when it exceeds the column space on the app.
  • You can now have mandatory additional fields on the Multi Line time entry screen.
  • Fixed bug where the Previous icon was missing on the My Time screen.
  • Fixed issue where Comments did not show up on the Time Details in the My Time screen.
  • Fixed issue where users could edit a time entry that had been Rejected by the Approver. The user can no longer edit these time entries.
  • Fixed issue where Approvers could edit a time entry that had been Rejected by the Approver.
  • Implemented an Auto refresh feature so that the Time Details always show the current status.
  • Chanegd the color of the Awaiting Correction button, so that it more clearly highlighted to the user.
  • Fixed issue where an Approved time detail did not show up on the Approved sub-tab.
  • Fixed issue with the Add File for attachments on the Expense tab.


TimeTracker v 1.153

23rd April 2023
In Salesforce
  • The Discuss feature that was previously only available inside Salesforce is now extended to the Web app also. We now support a Manager and a User discussing time entries 1) Manager and User both in Salesforce 2) Manager in Salesforce and User on the Web app 3) Manager and User both on the Web app
  • Added a new field on the TT Details that shows Time Worked in hh:mm:ss format for greater granularity
  • To enable users to select a different project, we now switch to the Gantt tab from the Board tab in the Project Management Add-on. The Gantt tab has a drop down that lists all Projects, so that the user can select any Project that they want.
  • On the Gannt tab, you can now Assign Tasks to anyone in your organization. The list of Users that are shown is based on a configurable filter.
  • There is a new option to Search for a User Name from the User Assignment list in the Gantt Edit Task popup.
  • Clicking on the Project name in the Gantt tab, now opens the Project in a new tab.
  • The list of Assigned Users shown on the Task Assignments screen has now been expanded. Previously, you could only see Tasks Assigned to users reporting to you. This has now been expanded to show the logged-in User’s own tasks, tasks of Users reporting to the logged-in Users and tasks assigned by the logged-in User.
  • On the Assignment screen, you can now see User Name, Email ID and Department to help you identify the right User.
  • If you are already tracking time to a specific record using Live Tracking, when you open another record within the same object, you are now prompted to Stop live tracking to the first record. You can then start tracking time to the second record.
  • Fixed issue where clicking the Checkin button multiple times on the Live Tracking component was creating multiple time detail records. The Check-in button is now locked, so that multiple records are not created.
  • The Checkin button has been renamed to Start to make it easier for users. The Checkout button has been renamed to Stop.
  • Under certain conditions, a new Project was not getting saved correctly. This issue is now fixed.
  • On the PTO page, if the End Date was less than the Start Date, an alert message was not being shown. Now the user sees a message and can edit the PTO before submitting it.
  • Fixed issue where the Start Time on Auto Tracking was not getting saved correctly when the user opened multiple tabs.
  • Fixed issue on Live Tracking where the default record was not getting correctly selected when the user opened a second tab for the same object.

 On the Web app

  • Most recent 10 time entries are now displayed on the Multiline Time Entry screen.The time entries show the details of the Time Entry along with the Approval Status.
  • A new Copy option has been introduced in the Multiline Time Entry that lets you copy time entry details from one row to the subsequent rows.
  • The web user and Approval Manger (either in Salesforce or on the web app) can now discuss a specific time entry using the Discuss feature on the My Time tab.
  • The Approved, Pending tabs in My Time have now been merged into a single Approvals tab, with sub tabs for Approved, Pending and Rejected time entries.


TimeTracker v 1.152

13th March 2023
In Salesforce
  • Fixed issue where changing the end date of a Task Assignment was changing the end date of the Project.
  • Deleting Task Assignments from a Project made more intuitive with automatic refresh upon deletion.
  • Fixed error where if the Department field was not set up for a User,
  • Error messages from customer-specific validation rules are now displayed on the Weekly / Multiline time entry screens.
  • Previously entered Time Details that are NOT qualified / eligible for data entry on the Weekly screen, now show the Task Name clearly, so that users are not confused.
  • The Manual time Entry lightning component is now supported on the Salesforce Utility bar.

On the Web app

  •  The My Tasks section on the dashboard is updated to show the correct list of Tasks for the logged-in user, based on the filters set up in the TimeTracker.
  • The Notes field from the Time Details entry is now displayed on the web app. Any Notes that an Approver adds to the Time Detail are now visible to the appropriate User.


TimeTracker v 1.151

24th Feb 2023
In Salesforce

JS and CSS assets have been moved into Salesforce Static Resources to improve performance.

  • Previously, only Tags from the Task Assignments were carried down to the Time Detail entry. We have now extended this to carry the Tags from Tasks and Projects to the Time Detail. Where a Task is selected after a Project is selected, the Task’s Tags, not the Project’s Tags are copied to the Time Detail entry.
  • Previously, the Hourly Rate and Cost on the Time Detail were taken from the User Record. Now based on a Custom Setting that can be disabled, the priority for Rate and Cost on the Time Detail is as follows:  As available on Task Assignment, Else on Task, Else on Project, Else on User.
  • Improved code to enhance performance on large volumes of data.  We carry summary rollup fields on these parent objects. Case, Account, Project, Opportunity, Task, Task Assignment and TT User. Whenever a Time Detail was created, we summarized all related Time Details for each of these objects and updated the Summary rollup fields. This could cause performance issues where customers had large volumes of data. Therefore, this code was refactored as follows:
  • The current Hours from the Time Detail now update the summary rollup fields on the parent objects WITHOUT summarizing all Time Detail records.
  • The summary Hours on parent objects are updated periodically (by default every 30 minutes). There is now a new column on the parent objects that shows the date-time of the last summary update (Summary As Of).
  • Ability to Add/Subtract hours from a day by adding positive/negative hours from a Time Detail on the Weekly Time Entry screen.
  • Introduced a Copy feature in the Multiline time entry. You can now Copy a time entry to multiple lines below it for fast data entry.
  • On the Gantt chart, Project, Task and Task Assignment are now available as hyperlinks to their full Salesforce view page in a separate tab.
  • Previously, a Manager could only see those Users set up as Reporting to her on the Gantt. We have now added a Custom filter to Assign anyone else to any Task, not just the people who report to the Manager.
  • Previously on the Gantt you had to manually mark  the Progress on the Task. This has been changed to calculate the Task Progress automatically, based on the number of Hours logged for that Task as a percentage of the Hours Assigned for the Task.
  • Bug fixes made:
  • Project End Date is now modified when a User changes Task End Date.
  • Deleted Task no longer reappears upon refresh.
  • On the Gantt you can now have fractional hours set for Task Assignment.
  • On the Gantt, you would see Undefined below the User Name if the Department for the User was not set. This has now been fixed.
  • Other small CSS and functionality bug fixes.

In the Web and Mobile apps

  • New Task Component added on the Dashboard. Shows the Name, Due Date and Logged Hours for each Task/Assignment. It allows the user to quickly log time against a Task/Assignment and mark an Assignment as Complete.
  • To enhance security for your web and mobile users, we have now restricted password change attempts to 3. If you try more than 3 times, you will see a message to contact your Salesforce Administrator. You will then have to ask your Administrator to reset the password from within Salesforce.


TimeTracker v 1.149

28th Jan 2023
In Salesforce

Created a new Custom Button called “Managed Project” on the TT Project object, that allows redirect to the Project Management Screen.

  • Fixed bug that stopped creation of time entries against Project and Case.
  • Ability to enable and disable trigger using Custom Setting from the Customer Org.
  • Custom Setting Name: Custom Settings for Triggers Detail
  • Flag Name: DisableTriggerOnTTDetail
  • If the flag is set to True,  the trigger is Disabled.


TimeTracker v 1.147

20th Dec 2022
In Salesforce
  • Added support for Tags for Task Assignments in Project Management. Tags provide different dimensions of reporting of time and money spent. e.g. you can look at Hours and Dollars spent on Projects and Tasks from the lens of Finance and Operations. Tags can be set up at a Project Template level. These Tags then get copied down to all Projects created from that template.
  • Fixed bug when switching between the Case List page and Case View page
  • Fixed bug where Account Name was not being updated on the Time Details.


TimeTracker v 1.145

7th Dec 2022
In Salesforce

Enhancements: Project Management

  • Support for Template Projects, where users can use the standard Salesforce UI to set up a new Template Project, with Template Tasks. Template Tasks have “offset dates”, not specific start dates, i.e. the start date for a Template Task is an integer and is the number of days from the start of the Project (that it will be applied to – see below)
  • Users can also create Independent Template Tasks that  are not related to any Template Projects.
  • On the Gantt display for a Project, the user can click a new Apply Template button that brings up a list of Template Projects.
  • The user can select a specific template to apply.
  • The Template Tasks in the selected template will be added to the current Project, as Tasks. Each added Task’s start-date will be based on the offset-days of the Template Task it is copied from.
  • The Add Task side-pop-up is changed to a new, more visible and usable main-pop-up. It has a Status as a drop-down and the Progress bar is now a number, where the user can key in a percentage (0 – 100).
  • In the new Add Task pop-up, the Name field is an “optional select”, where the user can select from among Independent Template Tasks. The user can use one of those or continue to key in a new Task name. If selected, the user can change the selection at will, Changed Names are not added as Independent Template Tasks. This has to be done through the Salesforce UI.
  • Template Tasks, Tasks and Task Assignments now have 2 separate multi-select Tags that users can choose from. A Template Task’s Tags are carried to Tasks created from it; a Task’s Tags are carried to the Assignments for that Task. The lists of Tags are 3 separate Global Picklists that can be maintained by the Sys Admin.
  • App Keys can be set up to show both Managed and Unmanaged Projects in a merged list at the first level. When a Managed Project is selected, the user’s Task Assignments will be listed at the second level. When an Unmanaged Project is selected, all Tasks in that Project are listed. Note that the list of Managed Projects shown are limited to the ones that have current assignments for the current user. This needs to be set up on the configuration tab in Salesforce.
  • The Project now has fields called Project Hourly Rate and Project Estimate Amount. The Project Hourly Rate will be replicated to every Time Detail that uses that specific Project. When a Project Hourly exists on a Project, Time Details based on the Project will have a different manner of calculator of the Actual Project Amount:  Actual Project Amount =  Project Hourly Rate * Time Worked. Else, the Actual Project Amount will be calculated as usual: User Rate * Time Worked.
  • All these fields will be available on the Invoice Details and Invoice Headers created from the Time Details. Sys Admins can change the Invoice Email Template and the Invoice Template to use whichever fields they see fit. For example, for Projects that are billed for the full Project Estimate Amount, that field can be used instead of the hourly-calculated numbers.

Enhancements: Time Entry

  • New features in Multiline Time Entry
  • Weekly Time Entry tab:  Now users have the ability to Add time entries in a Weekly format. Dates for the week are shown across the columns. Project / Task (OR other configured items) are shown as rows. So users who work on the same projects over multiple weeks, can easily enter the hours spent on a specific project and day very easily.
  • We have provided an option on this screen to copy Time Worked and Configured Object from the Previous week. The user can thus copy over the items from the previous week and make only minor modifications to hours, if necessary.
  • Enabled ability to add Materials Used along with Time Entry. Users that need to add Materials Used along with their time entry can now do so on the Multiline TIme Entry screen. If so configured, the user gets a new pop-up screen that enables them to add both Time Entries and Materials Used on a single screen. This is useful in cases where users need to track specific quantities of materials used per time entry per day. Note: Materials can be set up in the Salesforce Products object.
  • Users can add the time of future dates, Flags to be set on the App Key  with the number of future days for which time entry is allowed (1-99). By default set to 0, so that NO future time entry enabled.
  • Enabled Support for multiple time zones within the same company.  We have added  a new field on TT details for reporting across different time zones. This field always shows the Start Date based on the Date on the User’s device. The field is called “User’s Device Start Date”. Use this field for reporting and on data views.
  • Hours Worked issue on Auto Tracker: If the User timezone field on Salesforce and the user’s browser Time Zone were different, the Hours Worked field was showing negative hours. This has now been fixed.
  • Auto Tracker Enhancement: The Auto Tracking Lightning Component on Cases is now enhanced to continue tracking time to the Case when a user clicks on Log A call, Send an Email and other “Related” tabs.
  • Added the ability to Clock In/Out of work added to the utility bar.

Enhancements: Performance

  • A roll up trigger on the TT Detail object that rolled up hours and costs to Project and Case objects was running slow when the number of TT Detail records was large. This was because multiple SOQLs were leading to greater CPU utilization. This trigger has been upgraded and enhanced to improve performance.

New Functionality: Invoicing

  • Using the info in the Time Detail records, automatically create invoices that can be sent to customers based on work done in the previous period (1 month OR 15 days) as configured.
  • Invoices will be 1 per Account, with the assumption that there’s an Account lookup on the top-level Time Tracker object. Line-items will be at each top-level object record.
  • Calculate Taxes and Surcharges based on simple % values set up in the Config (or App Key).
  • Support the editing of those invoices before they are sent out. All these changes will recalculate the invoice amount, taxes and surcharges.
  • Send out the invoices using a template that can be maintained inside Salesforce. The template is maintained in the email itself


TimeTracker v 1.135

4th July 2022
In Salesforce

PK4 TimeTracker Lightning Components (Live Tracker, Manual Tracker and Auto Tracker) are now supported on all Salesforce objects. Previously, objects that did not have a NAME field showed an error. Specifically, the Lightning Components are now available on the FeedItems and WorkOrder objects.

  • The Summary Page now supports Japanese and Korean languages
  • Section Headers on the View/Record page updated to support Japanese / Korean
  • Upgrades to the Project Management module
    • Gantt Chart: Users can now create Project / Task and Task Assignments
    • Kanban Board: Users can now create Task Assignments
    • Resources: Introduced new tab called Resources
      • Shows Task Assignments for all people reporting to the Signed-in User. Each user is shown in a different color.
      • Shows Task Assignments across Projects
      • Signed-in User can see her team and their Assigned Tasks as a bar graph
      • The Signed-in User can Add / Edit Task Assignments for members of their team
      • If a person is on PTO for a specific day(s), the day shows up in orange color for the cell(s). This helps to identify the PTO clearly
      • On hover over the Task Assignment in Daily view, shows the Total Assigned Hours for the Task as well as the Daily Assigned Hours. Daily Assigned Hours is a calculated field of Total Assigned Hours divided by the number of working days
      • New Help button allows Users to view articles from the Knowledge Base and Raise a Ticket
      • New Refresh button on the top right corner . Shows date and time of last refresh.

In the Web app

  • Dates now appear in the DD/MM/YYYY format.


TimeTracker v 1.132

25th May 2022
In Salesforce

Support for Korean and Japanese. The Administrator can now set up the desired language for Time Tracker users by following the instructions here.

In the web app

  • Fixed issue where the Date Picker was not showing in some versions of the Safari browser.

In the mobile app

  •  Ability to enter Date and Hours Worked for the Manual Entry mode of Time Tracking
  • The History tab now shows users all time entered, including on other platforms.


PK4 TimeTracker v 1.131

7th April 2022
In Salesforce
  • Enabled Live Tracking lightning component within the Salesforce Console app
  • Enabled the Auto Tracking lightning component within the Salesforce Console app (currently tracks time to all open tabs within the console. Time tracking stops when a specific tab is closed)
  • Time Tracker Header record is updated to calculate time for Clocked in hours too. Previously, only Checked-in hours were being updated to the Time Tracker header
  • Approved and Actual Hours now updated on the Project object as two new fields. Actual Hours contains the total hours worked by the User, that includes the status of Pending Approval, Approved and Rejected. Approved Hours includes only those hours that are already Approved by a manager
  • Fixed bug where the timer was getting hidden when switching between tabs on the Auto Tracking lightning component
  • Implemented a new Manual Time Entry component for Salesforce Classic mode
  • Fixed some minor bugs in the Project Management app
  • Implemented a Delegate Manager feature for time approval. Now in addition to the reporting manager, it’s possible to set up two additional types of Delegates – Permanent and Vacation
  • We now support both decimal and Hours:Minutes entry on the Multi-line time entry screen. You can enter your hours either in Hours and Minutes (use colon between hours and minutes) e.g 1:20 OR you can use the decimal format e.g.1.5 (use the full stop in between). Note that 1.5 translates to 1 hour 30 minutes
  • Introduced a hyperlink feature on the Time Review page. On click of the hyperlink, you will be taken to the View page of the appropriate record
  • Introduced a “Filter” feature to show only filtered projects to Users within the Project Management app. Currently, this filter needs to be set up from the back-end
  • You can add/remove fields and save your preferences in the My Time tab of the Time Review screen
  • A Time Tracker User can now delete time entries in the My Time tab of the Time Review screen. Entries can be deleted until they are Approved / Rejected by a Manager
  • Approvers can now delete time entries of their team members in the Pending Approval tab of the Time Review screen. Entries can be deleted until they are Approved / Rejected.

In the Web App

We now support the locale timezone so that users can select their dates in the format appropriate for them. If the timezone is set up correctly on the locale date/time, the PK4 TimeTracker web app picks up the same date time format on the Checkin and Multiline time entry screens.


 

PK4 TimeTracker v 1.127

26th January 2022
In Salesforce

Project Management module

    • Assign Projects and Tasks to users that report to you
    • Interactive Gantt chart
    • Kanban Board
    • Calendar view
    • Intuitive drag-and-drop interface
    • Resource Assignment and view
    • Advanced Task Dependencies (FS, SS, FF, SF)
    • Multiple Predecessors
    • Unlimited Projects, Tasks, Sub-tasks
    • Project budget and expenses for billing and costing
    • Project automation using Salesforce Process Builder
    • Advanced Reporting and Analytics (with Salesforce Reports and Dashboards).
  • Slack integration
    • Connect Slack Team to Time Tracker AppKey in Salesforce
    • Check Time Tracker Status in Salesforce
    • Clock In / Clock Out within Slack
    • Check In / Check Out of Projects / Tasks (as configured on AppKey in Salesforce).
  • Enabled feature to show second-level items that are NOT linked to specific first-level items. E,g, If Tasks are linked to a Project, then it used to only show Tasks linked to the Project. Now if there are Tasks that are not linked to ANY project, those can be configured to display too.
  • Columns selected on the Time Review page are now automatically saved. So the user will now see the Saved columns when they refresh the page OR the next time that they log back in.
  • Added feature to allow worked hours to be recorded either in decimal OR in hours:minutes format.
  • All JS plugins upgraded to the latest versions.

Mobile app

  • Fixed issue on the Expense entry where Expenses were not being updated to Salesforce in some cases
  • Fixed issue where previously added PTO details were showing up when adding a new PTO entry
  • Fixed issue on the Time Tracker Kiosk app where a Clocked Out user was still showing up as Clocked In
  • Updated the list of Time Tracker entries on the mobile app to show time entries made on other platforms (Salesforce, Web)
  • Fixed issue where Approved PTO in Salesforce was not updating PTO Balances on the mobile app
  • Added ability to add PTO for dates prior to current date
  • Fixed issue where Auto Checkin upon Clockin was not being correctly reflected in the app.


PK4 TimeTracker v 1.112

29th October 2021
In Salesforce
  • Increased number of records brought into the Time Review / Approvals page to 600. Now Managers will be able to see data even if their team members have many timesheet entries each. Previously brought in 200 records at a time.
  • On the Time Approval page, the Manager can now Approve/Reject more than 10 records at a time.
  • The sub tabs of the Time Review page (My Time/Approved/Pending) now show a Page Total and Overall Total, making it easier for the Users to know how many hours have been already entered for a specific time frame
  • Introduced a feature to change the Page Length. The User can now select if they want to see 10, 25, 50 or All records
  • Fixed trigger issue that caused problems with Declarative Lookup Rollup Summaries (DLRS)
  • Fixed process builder issue that caused a flow error when the Salesforce User was updated on the Time Tracker Detail records
  • Fixed the issue that showed Project name as “Undefined” while editing a Time Detail where the Project had been previously marked as Completed
  • Added a new configuration flag that allows Time Tracker lightning components to be disabled if the specific record does not meet the qualifying criteria. This ensures that Users cannot enter time on a record that does not qualify. E.g. a User cannot enter time against a Closed Case, if the “Disable Data Entry if Rec doesn’t Qualify ” flag is set to not include “Closed” Cases.


PK4 TimeTracker v 1.111

28th September 2021
  • Ability to integrate Jira Worklogs into the Time Tracker
  • Ability to add more lines to the Manual Time Entry screen
  • Ability to select a specific User and Approve time
  • Fixed status change issue after User corrects her time sheet entry and submits it
  • Timesheet entries with Pending Approval and Awaiting Correction are now shown in the Time Review page
  • Enabled the Discuss screen so that the Approver can add comments when Rejecting a time entry
  • New Rejection follow up process introduced
  • Alert emails sent to the PTO Manager when a reporting user requests a PTO
  • Manual Entry and Time Review screens are now in the same tab for easier access for users.
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PK4 TimeTracker v 1.109

27th August 2021
In Salesforce
  • Updated Timesheet Approval / Rejection mechanism
  • New Statuses added for timesheet approval for enhanced Approval/Rejection process
  • Users can now review their time entries for a specific time frame, make required modifications and then Submit timesheets to the Approving Manager
  • Rejected timesheets now come back to the User for corrections with a new status “Awaiting Correction”
  • Users can make corrections to Rejected timesheets
  • Time Review page completely updated
    • Edit icon changed to “eye” icon
    • Popup changed to sidebar with multiple tabs
    • New Discuss tab shows comments of User and Manager
    • Ability for User to Edit Timesheets based on the Timesheet Status
    • New button added so that User can Add any missed time entries
    • Record selector introduced at the bottom of page, so that Users can select to review more records
    • Total Hours on the bottom of the page makes it easy for the User to review the number of work hours already entered
    • Approval tab for managers, only shows timesheet entries with “Pending Approval” or “Submitted” status
    • Timesheet entries now carry Last Approved at and Last Approved by fields
    • Approved tab for Managers only shows timesheet entries with Approved status
    • Similar functionality for Rejected tab
  • Automatic workflow based emails with modifiable templates for Approval / Rejection of time entries, PTOs and Expenses
  • Weekly Summary Report page updated
    • New button added, so that Users can add any missed time entries
    • For organizations with PTO licenses, PTO details are listed on the page for the users
  • New lightning component for Salesforce “Console” apps, so that time can be tracked for multiple records
  • Bug fixes
    • Manual Entry page renamed to Multi Line Entry to prevent confusion with Time Tracker lightning components
    • Issue with dropdowns not showing correctly on first login in Multi Line Time Entry fixed
    • Issue with dependence between multiple levels of dropdowns not working on Edit Time screen is fixedMobile app 3.6.0
      • Enabled Check Out even if Checked in on previous day
      • Enabled multi-platform Checkins and Checkouts
      • Fixed issue where only 5 users were showing up on Time Tracker Kiosk on iOS
      • Added ability for logged in Kiosk user to refresh the User List on demand
      • Enabled auto refresh of screen on Check in/out
      • Fixed issue with the Search button disappearing on the Kiosk
      • Fixed checkins such that mandatory objects have to be selected
      • Fixed issue where some Expenses and PTO entries were not showing up in Salesforce
      • Enabled image saving for Expenses in Salesforce.

PK4 TimeTracker v 1.106

29th June 2021
Salesforce 1.106
  • Time Review tab shows Approver Name and Approver Comments in the My Time page
  • Fixed bug that allowed users to Edit Timesheet Detail after status was changed to Approved
  • Weekly Summary Report UI upgraded
  • Summary Report shows user’s PTO details by day in addition to the Time Worked
  • Fixed filter issue when Custom Date range selected
  • Time Tracker app configuration changes no longer override existing context-sensitive configuration previously set up
  • New telemetry object introduced to keep track of usage data and metrics. All telemetry data collected is anonymous.

Chrome Extension V 1.3

  • Users can now check their recent PTO requests
  • Users can submit PTO requests
  • Users can now add Timesheet Details after the fact by selecting Manual Entry
  • Users can review a list of their recent time entries.

Web V 2.1

  • Enterprise authentication using Azure AD.

Mobile app 3.5.8

  • Enterprise authentication using Azure AD
  • Performance improvements
  • Bug fixes.

PK4 TimeTracker 1.105

25 May 2021
  • Added Weekly Summary Report feature. Available on the Time Review page in Salesforce.
  • Phone Factor enabled for Time Entry components on Salesforce object view pages. You can now access the Time Entry lightning components on the Salesforce1 Mobile app.
  • The Date picker on the Time Entry Summary page has been fixed for better visibility.
  • Photos and images captured from the Time Tracker mobile app are now correctly displayed within Salesforce.
  • Improved performance by storing the AppKey configuration in the session. All components now load up much faster.
  • Some Lightning Components have been renamed for greater clarity.

PK4 TimeTracker v 1.104

10 May 2021
  • Introduced new Time Review screen. Users can check and edit their own time entries. Approvers can Approve/Reject timesheets for users that report to them.
  • Users can add just the number of hours worked, without having to enter an End Time for the time entry.
  • We now support setting up of a default Start Time for the Manual Time Entry screen. Please contact support@pk4.tech if you want a specific Start Time to be set up for your org. By default, the Start Time is set to 12:00 AM.
  • Added a new Process Builder to store the Salesforce User ID on the TT Details object, in addition to the Time Tracker User ID. This ensures that all Time Reporting is now correctly recorded for Time Tracker users with Salesforce IDs.

PK4 TimeTracker v 1.103

23 April 2021
  • Fixed issue where conversion of the Start Date Time field to Start Date format was causing an error.
  • Fixed issue where Expense details were not being submitted if Expense Manager field was not set up for the User.
  • Fixed issue where Check Out Notes was being overridden by Job Completion Notes

PK4 TimeTracker v 1.96

19 Mar 2021
  • Improved performance of Live Tracking and Manual Entry lightning component
  • Added a configuration option to Enable ability to Add Timesheet Entry for other Users in the Manual Entry screen
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PK4 TimeTracker v 1.95

15 February 2021
  • Fixed bug causing issues on the Time Tracker mobile app when time tracking was set to only ONE level.

PK4 TimeTracker v 1.90

25 January 2021
  • Introduced new feature for PTO management. PTO can now be requested from the Time Tracker mobile app and within Salesforce. Each TT User now has a PTO Manager that can be set up.
  • Ability to set up different PTO types and number of available PTO days for Users.
  • Feature for PTO Managers to Approve/Reject the PTO requests submitted by users that report to them.
  • Introduced new feature for Expense tracking. Users can add Expense transactions from the Time Tracker mobile app and within Salesforce. TT User now has an Expense Manager field that can be set up.
  • Ability for Users to add images of bills on the Time Tracker mobile app and on Salesforce.
  • Ability to set up different Expense categories.
  • Feature for Expense Managers to Approve / Reject Expenses.