Stop losing billable hours to forgotten time entries. Enhanced Time Tracking gives your team three flexible ways to capture work as it happens, whether they prefer logging at day’s end, tracking in real-time, or tapping quick increments on the go.
Time Entry Methods
The component offers three ways to log time, each suited to different workflows:
Manual Entry
The traditional approach for entering time after completing work:
- Click an assignment row to expand it
- The Log tab displays by default with an empty time entry form
- Fill in Forecast Date, Actual hours, Is Billable, Category, and Actual Notes
- Click the save icon to create the entry
Existing entries for this assignment appear below the form. Click the pencil icon on any entry to edit it inline.
Timer
The timer provides real-time tracking with automatic persistence so that your timer continues even if you navigate away from a page, close the browser, or even log out of Salesforce completely. Ensure that the Timer is enabled in your Time Tracking Settings.
- Locate the assignment you’re working on
- Click the timer icon (clock) in the assignment row header to start. Note: If Auto-stop other timers is enabled in Time Tracking Settings, starting a new timer automatically pauses any currently running timers.
- Timer controls and elapsed time appear in the row header
- Expand the row and select the Timer tab to view full controls with notes
- Notes will auto-save after you stop typing and a short delay and will automatically transfer to the Actual Notes field when you log your timer.
The Timer tab (or Track tab on mobile) displays the elapsed time and four control buttons:
| Button | Icon | Action |
|---|---|---|
| Cancel | ✕ | Discard the timer and all tracked time. The timer will be canceled immediately or the user will be prompted to confirm, depending on the user’s configured Confirm before canceling timer setting in their Time Tracking Settings. |
| Pause | ‖ | Pause the running timer (preserves accumulated time). |
| Stop | ■ | Stop the timer and open the Log tab to review and/or make changes before saving. |
| Commit | ✓ | Stop the timer and save the tracked time immediately. |
Tap Tracking
Tap Tracking provides quick time entry through simple button clicks, perfect for logging time in fixed increments without manual data entry. Enable Tap Tracking and configure your preferred increments in your in your Time Tracking Settings.
- Locate the assignment you’re working on.
- Click the increment buttons (15 min, 30 min, etc) in the assignment row header.
- Clicking multiple times within a 1.5-second window adds to the pending total rather than creating separate entries. A pending indicator appears showing accumulated time with a countdown bar.
- Once the countdown bar has finished, time automatically saves to the assignment.
Navigation and Views
Switch between view modes using the buttons at the top of the component:
| View | Description |
|---|---|
| Day | Show time entries for a single date. Best for detailed daily tracking. |
| Week | Show time entries across seven days. Best for reviewing weekly totals. |
Use the navigation controls to move between time periods:
- Left arrow: Move to the previous day (Day view) or previous week (Week view)
- Right arrow: Move to the next day or next week
- Date picker: Click the date to jump to a specific date
Search
Filter assignments by name to quickly locate specific work:
- Click the search icon in the header to expand the search bar
- Type to filter assignments in real-time
- Press Enter when one assignment remains to auto-expand it
- Press Escape or click the close icon to clear the search
Totals
The totals dashboard displays aggregated metrics at the top of the component. Click any metric to select it as the primary display value shown on each assignment row.
Admins can configure which fields display in the Totals section by selecting the appropriate field set when adding the component onto a page from the Lightning App Builder. View the configuration options for more details.
Users can also customize the below options within their Time Tracking Settings.
| Setting | Effect |
|---|---|
| Show Totals | Toggle the dashboard visibility on/off |
| Include Archived in Totals | Include/exclude archived assignment hours in calculations |
| Display currency totals in | For multi-currency organizations, currency totals can display in: – Organization default currency – Your personal default currency – The current record’s currency |
When the Include Archived in Totals setting is checked, assignments that are no longer active but have historical time entries appear in a collapsible Archived Assignments section at the bottom of the component.
When collapsed, the header shows the total hours for all archived assignments. Expand the section to display totals for each archived assignment. Hours can not be logged against archived assignments.
Menu Options
Refresh
Click Refresh to reload all assignment and time data. This collapses any expanded rows and clears error messages. Use Refresh after making changes in other parts of Salesforce that affect your assignments or time entries.
Add Assignment
Click Add Assignment to create a new Resource Assignment directly from the time tracking component. A modal opens where you can create an assignment for the current record.
Note: This option only appears if Show Add New Assignment is enabled in the component’s Lightning App Builder configuration and the user has create permission on the Resource Assignment object.
Settings
Click the gear icon in the header menu to access your personal Time Tracking settings. See Time Tracking Settings for complete details on all available options.
Data Visibility Rules
The component displays assignments and time entries based on context:
| Context | Visible Data |
|---|---|
| Record Page (Project/Opportunity) | Assignments related to that record for the current user |
| Home Page | All assignments for the current user across all records |
| App Page | All assignments for the current user across all records |
Data respects standard Salesforce sharing rules and field-level security. Users only see assignments and forecasts they have access to.
