10 ways to track time! Part 2

Good to see you back. In Part 1 of this blog, we explored the four ways in which you can track time inside Salesforce. Today, we’ll move on and explore how you can track time on the web and on the Time Tracker mobile app. Remember that in all these cases, all your time tracking data is still safely within Salesforce.One other thing to remember is that users who use the Time Tracker on the mobile or on the web, do NOT need to be Salesforce users.

On the Web
There’s two ways to track time on the Time Tracker Web app. You can track time by checking in time for multiple tasks/activities or you can use a timer that you can Start/Stop as you do your work.

Check In/Out: Checking In/Out on the Time Tracker web page means that you are Starting / Ending a timer as you work on a Project / Task (or whatever has been configured for you). You do this by selecting

Check in Timer on the Web
Check in Timer on the Web

the Check-in button on the top right hand corner of your screen when you login to the Time Tracker Web. You simply select the Project / Task that you are working on. Key in any notes that you want your manager/supervisor to see and click on the Check-in button. This option tracks time as you are working on a Project/Task. When you are done working, click on the Check-Out Now button, if you want to Check out at the current time. If you forgot to Check-Out at the time that you actually finished your work, you can put in the actual hours and minutes that you worked on the task and click on the Checkout button. This will work as long as the Check-in time plus Hours Worked is less than the Current Time.

Multi Check In: Use the multi check-in option, when you want to add timesheet entries for Project / Task that you worked on each day from

Multi line timesheet entry on the Web
Multi line timesheet entry on the Web

the drop downs, Add any information that you need on the additional fields configured for you. Fill in the Start and End times for the activities that you worked on. You can enter up to 10 different activities on this screen. When you are done, click on the Submit button. If you have more activities that you need to add in, you can do so.

A Manager/Supervisor can also Approve / Reject timesheet entries put in by people that report to her.

Time Approval on the web
Time Approval on the web

On the Time Tracker Mobile app

The Time Tracker mobile app works on both iOS and Android devices.There are four different ways that you can track time on the mobile app. Checking in/out as you work on an activity OR manual entry after you’ve completed the activity. We also have a Kiosk mode that you can use as a replacement for a punch clock. This is really useful in a factory/warehouse/office setting where you want all your employees to Clock In and Clock Out as they start and end their work for the day The Time Tracker Team mode allows a Team Lead/Supervisor to Clock In/Out individual team members and then Check In all Clocked in team members.

Check In / Out: As in the other cases, Check In/Out means that you are starting a

Check in on the mobile
Check in on the mobile

timer for work that you are currently working on. There are two ways that this works. If you are set up as an Individual User, you can check in/out of Projects / Tasks on your mobile device. This is a good option for Exempt employees who need to track time for billing/invoicing. If you are set up as a Personal User, you can clock in at the Start of your work day and Check In/Out of multiple Projects/Tasks with different check-in types. Some check-in types that our customers currently use include options for Job, Travel, Loading, Cleanup, etc. This option is good for non-Exempt employees for whom you need to track hours and breaks for payroll purposes. On the mobile, you can configure the app to collect GPS locations at specific transactions. Users can also take pictures at the jobsite and add them in.Users on the mobile can get notifications, when they are assigned a project or when anything changes on their projects.

Manual Entry on the mobile: Sometimes, you may want to enter your time

Manual Time Entry - Mobile
Manual Time Entry – Mobile

details after the actual work is done. You may have forgotten to enter the time, your phone could have been out of charge or perhaps you left your phone at home, Whatever the reason, you may not have been able to Start/Stop the timer as you worked. In such a case, you do have the ability to add the Project / Task that you worked on along with the Start and End Times for the work done. You can add multiple manual entries. You could use this mode of timesheet entry, if you are adding all of your timesheets after completing the work. In general, we suggest that you do this at the end of the day, so you don’t forget things that you have worked on.

Team Mode check ins for entire team

In the Team mode, only the Team Lead needs to have the Time Tracker on his/her mobile phone. The Time Tracker configuration in Salesforce lets you set up Teams with a Team Lead. When you set up Users in Salesforce, you can assign

Team Mode options
Team Mode options

them to specific teams.

When the Team Lead of a specific team logs in, she sees the names of all the people on her team. The Team Lead can Clock In each member of the Team as they arrive for work. When the Team Lead clicks on the Start Job, Start Travel or Start Loading buttons, all Clocked in Team Members are checked into the Selected Project and Task for that Check in type. When the Team Lead clicks on Stop on the previously Started Check in type, all checked in Team Members are automatically checked out of that Project / Task. This is a great option for teams working together on Construction/Landscaping/Installation type of work. GPS locations and photos can be configured to be collected at the jobsite.

Team members can be transferred between teams for better utilization. A Team Lead can Release a Team Member from her team, if needed. Another Team Lead can “Add” the released Team member to their team, as needed.

Kiosk mode Check In / Clock In

The Kiosk mode can be used in a factory/warehouse/office to replace the

Kiosk Check in and Clock in
Kiosk Check in and Clock in

traditional punch card / bio metric time clock. With the Time Tracker in the Kiosk mode, the big advantage is that all time tracking data is in Salesforce and can therefore be used for analysis. Depending on how your Users are set up in the configuration, Users may be able to Check In/Out OR Clock In and then Check In/Out of individual projects. We suggest using an iPad or an Android tablet for the Kiosk. Since multiple people will need to use the same device. The app works just as well on a phone, but the larger format is useful, when you need multiple people to access the device.

So that covers all ten ways of tracking time using the Time Tracker for Salesforce. Whether you want to track time in Salesforce on a web app or on a mobile device, you’ll be hard-pressed to find a solution as configurable and as user-friendly as our Time Tracker for Salesforce.

 

 

10 ways to track time! Part 1

Yesterday, we had a long and interesting demo of the Time Tracker with a fairly large group of people at a new prospect. During the demo, one of the people commented “So you have four different ways of tracking time inside Salesforce”. It struck me that I had never thought about it that way. Perhaps, when you work with the product every day, you gloss over some of these facts.

In any case, this morning, I decided that I’d make a list of all the ways

10 ways to track time
10 ways to track time

that you could track time with the Time Tracker. It turns out that there are 10 different ways in which you can track time with the Time Tracker for Salesforce. See my list here on the right. That’s 4 ways within Salesforce, 4 ways on mobile devices and 2 ways on the Time Tracker web app. Pretty cool, huh?

Based on my list, here’s a short description of each of the ways of time tracking and where you could use it.

Within Salesforce

Within Salesforce, you can track time by Check-in, checking in time for multiple tasks using the Multi Check-in, tracking time automatically to specific Salesforce whenever you are on that record in Salesforce and manually entering the time for a specific task when you are on that record.

Check in: Checking in to work within Salesforce means that you

Check In/Out in Salesforce
Check In/Out in Salesforce

are tracking time to a specific project/task (or whatever has been configured for you). You do this by selecting the Track Time button on the Salesforce Utility Bar. Clicking on the button, pops up a configured window that lets you choose your Project/Task from drop-downs. You can also enter in any notes that you may have. In this case, you are tracking time for an activity as you work on it. So you Check in when you Start on the activity and Check out when you are done.

Multi Checkin: Use the Multi Check in option when you want to

Multi checkin in Salesforce
Multi checkin in Salesforce

add multiple activities in a time-sheet format. You may choose to add in all your activities for the day at the end of the day or maybe at the end of the week. We suggest doing this on a daily basis, because chances are you’ll have forgotten something important that you did on Tuesday by the end of the week. 🙂 You select the Project / Task / Worktype fields from drop-downs. Fill in the Start and End times or the number of hours that you worked on each activity. By default, you’ll see 5 lines on this screen. Once you click on the Submit button, you can add your next set of activities.

Automatic Time Tracking: This is a great way to track time for

Automatic time tracking in Salesforce
Automatic time tracking in Salesforce

people who spend most of their time inside Salesforce. You do NOT need to Start / Stop a timer like you do with the Check in process. Every time you go to records in Accounts, Contacts, Opportunities, Cases or any other Salesforce object, an Automatic Timer starts right away. It keeps tracking time until you move away from that record. If you move to another Opportunity, the Auto Timer starts tracking time to the new Opportunity. The Auto Timer can be added to all the objects that you want to be able to track time to.

Single record time tracking: This feature again allows you to easily

Single time tracking in Salesforce
Single time tracking in Salesforce

track time to specific records in Salesforce. But it’s meant for use when you do NOT want time to be tracked automatically. This is meant for users who want to be able to track time to specific Accounts, Opportunities, Cases. But if the users work primarily outside Salesforce using other tools like AutoCAD, drafting and design tools, then this is a great way to track time. These users can go to the specific record where they want to add their time to. A Salesforce component allows you to add the task and the time that you spent on the activity; while the main Opportunity / Case is automatically selected.

So that’s 4 ways to track time just inside Salesforce. Checkin, Multi Checkin, Automatic Time Tracking and Single record time tracking.

Phew! that was a lot. Next week, we’ll talk about the different ways of tracking time on the Web and on the Time Tracker mobile app. Until then, auf wiedersehen!

Automatic Case Time Tracking in Salesforce

Assume that your Customer Support gets a Case that comes in late Friday evening. It doesn’t get worked on until Monday morning. While your Support Team spends just 10 minutes working on the Case, the Case Age calculation tells you that it took almost 3 days to close! Throws your Case handling metrics completely out of whack, doesn’t it? So how do you find the actual time spent on the Case?

With the Mobile Time Tracker version 1.52, we’ve introduced a new Lightning Component to automatically track time. You can select the Objects that you want to automatically track time for. Your Salesforce Administrator can set up the Lightning Component for any/all objects that you want automatic time tracking  for. In this specific case, your administrator sets up and activates the Track Time component for Cases.

The Track Time Lightning Component

Automatic Time Tracker component
Automatic Time Tracker component

Now, every time an agent opens the Case View page for a specific Case, the timer automatically tracks time spent viewing the Case. If the agent closes the view page or navigates away to a different page, we automatically update a Time Detail log. Let’s say your agent navigates to a specific Case multiple times, then we create a Time Detail log each time. Assume different agents access the same Case, then each agents’ time is tracked against that Case. And your agents do not need to click on a timer or do anything special. All she does is View the Case that she’s working on. Finally, a simple Salesforce report gives you a summary of all the time that has been spent by one or more agents on that Case.

Increased visibility

Case Time Report
Case Time Report

Your Case metrics are no longer skewed by night times, weekends or holidays. You get clear insight into actual time spent by agents on Cases. You no longer need to guess why some Cases take longer than others. The data and statistics are clear and compelling.

Accountability

Your staffing decisions, reports, stats to leadership and service bills to customers all have solid data to back them up. Respond to questions about time spent with confidence.

Native Salesforce component

The Track Time component integrates seamlessly into your Salesforce Lightning environment. All time tracking data is safely stored in Salesforce. That makes integration with billing and payroll systems simple and effective. And with Salesforce, it’s easy to create any additional reports you need.

More uses of the Track Time component

Assume that you set up the Track Time component on your Salesforce Accounts object. Law firms can easily use the Track Time component to track time that lawyers and paralegals spend on specific customer accounts. Now you can manage billable time with minimal effort.

Set up the component on Opportunities or Leads.  You get complete insight into how much time your Salespeople are spending on each Opportunity.

Set up the component on Projects. Now you have a view of the time your operations team spends on Projects.

The possibilities are endless with automatic time tracking.

5 workplace time wasters (and how to eliminate them)

Time wasters at workIf you think of your workplace as an obstacle course filled with distractions, you’re not alone. Between long meetings, emails, social platform notifications, alerts from your mobile phone and loud colleagues, most of us are inundated with potential time wasters. But the killer is not just the distraction, it’s how much time it takes to get your focus back on the task at hand. According to a UC Irvine study, it takes an average of 23 minutes and 15 seconds to get back to where you left off, after an interruption. Honestly, it’s a wonder work gets done at all!

But maximizing your productivity at work can mean the difference between leaving at a reasonable time or being endlessly chained to your desk. Work-life balance is important to maintain your sanity and actually have a life outside work. So let’s identify some of the biggest time wasters in the workplace and see how we can address them.

Time Waster # 1: Email

We’ve all become addicted to email. It’s a great way of asynchronous

Too much email
Too much email

communication. Chances are checking email is the first thing you do when you wake up and the last thing you do before you go to bed. But emails can also lead to lots of unnecessary back-and-forth communication that wastes time. And with trigger-happy Reply All co-workers, your Inbox is probably full all the time!

Solution:

  • If it’s something that needs to be discussed, talk face to face with the person and get the issue resolved.
  • If you can’t do face to face, then call them on the phone and get the issue sorted out.
  • Follow the call with a quick email detailing what you discussed.
  • If you are not the person to whom the email is addressed, set it aside for later.
  • Check emails at specific times during the day. Respond to urgent ones quickly. Set aside others and Reply All emails to be dealt with at a later time.

Hack: If you are not the person to whom the email is addressed (you have only been CC:d), then don’t feel obliged to respond. Use the same logic when you send out emails too.

Time Waster #2: Meetings

Meandering Meetings
Meandering Meetings

Meetings can be a huge time-sink. And if they are poorly planned and executed, then they are doubly so.  Doodle (an online scheduling service) just released results of it’s study of 19 million meetings in the US, UK and Germany. The cost of poorly organized meetings just in the US in 2019 is estimated at $ 399 billion.

Solution:

  • Make sure that every meeting host has a set agenda to be discussed and that it’s distributed to attendees before the meeting starts.
  • Talk to the meeting host and ask why you should attend. If you feel that someone else from your team would be able to contribute more to the task at hand, then get them to go and give you an update.
  • If you are hosting the meeting, make sure that everything is set up and visual aids are up and running before people walk into the meeting.

Hack: Set up all your meetings to be stand-ups. Schedule them for 20-30 minutes. Very little chance that they’ll go over. 🙂

Time Waster # 3: Smartphones and Social distractions

Smartphones enable us to be more connected and tuned in. But it also comes

Social distractions on your phone
Social distractions on your phone

with a built in productivity sink. US adults spent an average of 3 hours 35 minutes per day on mobile devices in 2018. Recent research shows that 58% of staff spend at least 4 hours per week on non-work websites. That’s a lot of your work time that’s going into unproductive stuff.

Solution: 

  • Turn off all Notifications on your phone during work hours. Believe me, you’ll get a lot more done.
  • If you can’t resist checking your social media accounts every 5 minutes, block them.
  • Give yourself a proper lunch-break. Use that time to check all your social media accounts and non-work websites, without feeling guilty about it.

Hack: Put your phone face down when you’re working. Stops all calls and notifications. Most smartphones let you set up some numbers (family) that will still ring, when your phone is face down. But all other distractions will stop.

Time Waster #4: Chatty coworkers and a noisy office

It’s hard not to talk to colleagues. After all you spend 40 hours (perhaps more)

Chatty coworkers
Chatty coworkers

with them every week. But chatting with colleagues is one of the biggest time wasters. And with open plan offices, even if you aren’t chatting, the noise of others chatting, laughter, phone ring-tones can all contribute to stop you from staying focused.

Solution:

  • See if you can move or work in an empty conference area / room when you need to do focused work.
  • Limit banter to lunch time or break time.
  • If possible, see if you can work remotely when you have important things to complete.

Hack: Wear headphones while you work. Signals to your coworkers that you are busy and they’ll only disturb you if it’s work-related and important. Also, several studies state that listening to calming sounds like flowing water or rain can help you focus.

Time Waster #5: Failed multi-tasking

You probably think that multi-tasking makes you more productive. But the reality

Failed multi-tasking
Failed multi-tasking

is very different. Studies have consistently proved that the majority of people have lower performance when trying to do multiple tasks. So if you find yourself juggling 3 or more tasks at a time, it’s time to reevaluate your work habits.

Solution:

  • Spend some time creating a daily task list that promotes single-tasking.
  • Prioritize and then break up your day accordingly.  If possible, assign a set time to do each task, based on importance.
  • Complete one task before moving on to the next.

Hack: Put specific tasks at specific times on your calendar (phone/desktop/paper). Make sure that you do the tasks at those times.

While each one of these time wasters probably doesn’t seem that serious, collectively they can be a huge drain on your productivity and work time. They can prevent you from focusing on real work, causing you to stay late or taking unfinished work home to your family. I hope this list helps you identify your personal time wasters. And gives you some pointers on how you can get more quality time with your family and on things that you really enjoy. Good luck! And do share your tricks to eliminate time wasters.

 

 

 

Is time really moving faster? The story of time measurement

Talk to almost anybody and you’ll hear about how rushed their lives are and how they never seem to have time for anything. Talk to older people and they’ll tell you about how their growing up years were slower and gentler. So has time measurement changed? Are we measuring it differently now?

Think about life in an agricultural society. Nature set the pace there. Farmers woke up when the rooster crowed, ate their mid-day meal when the sun was right overhead, brought their animals home to the barn at dusk and went to bed, when night fell. A simpler time? Perhaps.

That worked when people lived and worked individually. Even when craftsmen and handloom workers worked individually or with a few apprentices, they had the luxury of doing things at their own pace, perhaps even taking a day off because they felt like it. But as work became more inter-connected and inter-dependent, that lifestyle began to change. And pretty dramatically at that.

The Industrial Revolution
Our modern value of time stems from the Industrial Revolution. It brought about a huge change in the perception of time. Time became more defined and standardized.

Factory Time

With the Industrial Revolution came factories. With factories came

The 8 hour work day
The 8 hour work day

machines. Machines were expensive to start and run. So the factory owners needed people to start and end work at specific times to maximize the use of their machines. And with that came the concept of factory clocks and loud sirens that aurally signaled to workers when they had to come in to work. Sirens or whistles would signal lunch times and break times. These break times were the only times that the machines would stop and fall silent. And gradually, all factory workers times and schedules got inextricably linked to the machine on-off times. Factory workers became slaves to time as demands for efficiency became greater.

As the Industrial Revolution progressed, banks and other commercial activities began to grow to provide services for the fast growing and expanding factories. While workers at these commercial activities were not ruled by whistles or sirens, they too had specific, defined work hours. Easier perhaps than those of the factory worker, leading up to the term “banker’s hours”.

Transportation time.

With roads and turnpikes and tracks for steam engines criss-crossing the country, the Industrial Revolution completely upended travel in England. And from a time perspective brought about big changes. Towns generally went by solar times and kept it’s own local time. Even in a country as small as England, these times could

Owen Blacker
1913 time zone map of the US

vary by over 30 minutes if the town were on opposite ends of England. Now transplant that same system to the United States and see how much more complicated things become in this vast country. The greater speed of locomotives made inconsistent times even more difficult to control. Scheduling trains and stage coaches was a nightmare. So uniform time became a big issue. As a result in England, a uniform railway time was adopted, based on the Greenwich Mean Time, leading to the division of the world into time zones.

Military time

The mania for timekeeping and efficiency spurred by the Industrial Revolution made pocket and wrist watches very popular. And with the growth of wrist watches, life became simpler for the military. It was easier to coordinate attacks across larger geographical stretches with officers having synchronized wrist watches. For the most part, officers were expected to purchase their own wrist watches, preferably with a luminous (radium coated) dial and an unbreakable crystal. By the end of the First World War, all officers and soldiers in the British Army had been issued wrist watches. The wrist watch made it simpler for soldiers to check the time, without having to take their hands off the gun to take out a pocket watch. After the war, men continued to wear their wrist watches, propelling them into the mainstream.

The number of minutes in an hour or the number of seconds in a minute has not changed over time. But the ruthless efficiency demanded by the Industrial Revolution, has regulated our lives and made more synchronized withe clock, rather than with the natural rhythms of nature.