Time tracking integrations

Following.

Hi Britton - Are you looking for an app that is compatible with both SFDC and GS?

I know some companies that use CronSights - https://appexchange.salesforce.com/listingDetail?listingId=a0N30000001gZ0hEAE

It's SFDC native but does not integrate with GS at this time.

Also - if we provided some form of time tracking within Cockpit and Success Plans - would this meet your needs for project management time tracking?

More than likely yes. I'd like to see the functionality before say for sure though. Is this something that is on the roadmap?

Hi Britton,

Could you provide some details on the time tracking piece

Is it a place where the CSM can log the time they have worked on a CTA (would a field on the CTA where the CSM enters the hours spent work?). Or is it something automated? (you mentioned about having a button to start/stop a timer. Could you provide some details on this?)

Also, would the time tracking happen for all CTA's / CTA's of a specific type (or Time spent on a Success plan)? Also what kind of reporting would you want on this?

Regards

Our ideal: A start button the CSM can activate when they start actively working on a task or a CTA/objective. Then when they complete the task/CTA/objective, they can click the button again to stop the timer. The recorded time will then be stored in the task/CTA/objective and be reportable through Reports.

Our more reasonable request: An editable time field on the taks/CTA/objective where the CSM can manually enter the amount of time they actively worked on a project (probably using a third party stopwatch app to track that time).

Stop and Start time for CTA, Great ask! This is something I am hearing for first time.
Tracking can be done at Task level also  🙂

Hi Britton,

Thanks for sharing this. You can add a field to the CTA object and once you add it to the detail layout...the CSM can enter the time they spent for each CTA.  (You can add that at the CTA, Task or Success Plan level)

Let me know if that helps

For now we have decided to just use timeline activities and the duration field there. But we would still like to leave the time tracking within cockpit at some point.

Thanks for the replies and pointers everyone!

Hi Aditya,

Could you provide a little more detail on how to add in custom fields to CTAs and Tasks? I was trying to set this up in Administration but it looks like you can only pick existing fields. How would you recommend going about implementing this for tasks and CTAs? 

Thanks!