Welcome to the Winter Release of 2024, TimeTrak 24.2!
Please browse through this document to learn more about the new features and improvements.
Contents:
1. Management of TimeTrak Queues Migrated from Admin Console to Professional Website
2. TimeTrak Professional Interface Refresh
3. TimeTrak Client Portal Interface Refresh
4. Appointment Class
5. Appointment Email Template added to TimeTrak Professional
6. Default Task Code for TimeTrak Acumatica
7. Import Sub Tasks
1. Management of TimeTrak Queues Migrated from Admin Console to Professional Website
Previously, adding and adjusting TimeTrak Queues needed to be completed within the TimeTrak Administrator Console.
Starting with release 24.2, TimeTrak Queues can now be managed via the TimeTrak Professional Website by Global Administrators.
Follow the steps below to manage queues:
All queues set up within the database will be displayed.
To view or edit a queue, select the queue or click the ellipsis button and choose “View/Edit” as shown below.
An improvement to queues in this release is the added Profiles column, which displays the number of profiles assigned to each queue.
To view the profiles a queue is assigned to, click the ellipsis button and select “Show Profile References” as shown below.
All queue settings remain the same as in previous releases.
All updates are now grouped into an “Updates” tab, as shown below:
Closing the Add/Edit Queue form will return you to the main professional screen.
To return to the queues list without making changes, select the Cancel button.
For full details on queue settings, refer to the TimeTrak Queue Whitepaper.
In this release of TimeTrak, the professional website has undergone an interface refresh to modernize the display.
Common items such as Clients, Jobs (Projects), Tasks, Appointments, and Time Entries now open in full-screen mode within the website.
Tabs on these items, which previously displayed horizontally, now display vertically as shown below:
The font and grids throughout TimeTrak Professional have also been updated to modernize the display:
The TimeTrak Client Portal website has also been refreshed to modernize the display for your clients.
Previously, a company logo, background tile, foreground, and background colour could all be set specifically for the client portal website.
Starting with release 24.2, the login page of the portal has been updated to match the professional website using the Login Page Colour and Company Logo from the global system setup settings.
Both customizable Header Text and Login Message from client portal settings still flow through to the login screen as shown below:
Functionality and behaviour within the client portal remain the same; however, the layout has been modernized as shown below:
Functionality and behaviour within the client portal remain the same; however, the layout has been modernized as shown below:
The Appointment Class has now been added as an optional dropdown list field on Appointments and can be renamed as required.
To display this field in Professional and Mobile, it must be activated in the User’s Profile under Form Layout > Appointment Settings.
The appointment calendar display behaves in a similar manner to the Appointment Statuses and Appointment Categories fields, where it can be set as the Background Colour, Left Colour, or Right Colour of the calendar appointment.
A Hot Key (P) has been added to easily change the appointment class in Professional. Alternatively, you can use the right-click function and select Edit > Class.
The ability to email directly from an appointment is now available in Professional.
Custom Appointment Templates can be created as needed by navigating to Templates and selecting Appointment Notification in the Select Template Type options.
For more information on creating Email Templates, click here.
In Professional, the Appointment Email is visible on the Appointment Activities tab. This can be selected to show the email details.
The Appointment Email is also visible on the Time Entry Activities tab after converting an appointment to a time entry.
Task Code was added to TimeTrak in release 24.1.
For more details, refer to the TimeTrak 24.1 Release Notes.
In this release, for MYOB Acumatica clients:
When creating a task within TimeTrak, if the task code is left blank, it will be automatically populated with the Sync prefix + Task ID, which is the Task ID that syncs through to MYOB Acumatica on the Project Task.
7. Import Sub Tasks
The ability to import Tasks against a job/ project was added in TimeTrak version 4.0 as per below:
https://timetrak.co.nz/blog/category/task-import-templates-in-timetrak
New in version 24.2 we are excited to introduce a new functionality that allows you to import sub-tasks for a parent task directly from an Excel spreadsheet. This feature streamlines your workflow by enabling you to quickly and efficiently add multiple sub-tasks at once. Simply prepare your Excel file with the necessary details, and our system will handle the rest, ensuring all sub-tasks are accurately linked to their parent task. You can even use this to create multiple levels of nested sub tasks.
Say goodbye to manual entry and hello to enhanced productivity!
To use this feature, your TimeTrak user profile will need the Add Task and Add Sub Task permissions enabled.
You also need a specifically formatted Excel Spreadsheet as per the following table.
| Field Name | Description | Notes |
|---|
| TaskOrderNo | Sequential number system used for building levels of sub-task hierarchy. | For nested subtasks, use decimal points to indicate the level. Eg 1 is the top level, 1.1 would be a nested sub task |
| Title | Short description of task | |
| Description | Long description of task | |
| Estimate | Number of hours estimated to complete task | |
| StartDate | Start date for when work will commence | |
| DueDate | Date the work needs to be completed by | |
| TotalFromSubTasks | True or false value | Leave blank in this context |
| GroupName | The name of the task group to carry out work | |
Once completed, save this spreadsheet where you can locate it for the next steps.
In Timetrak, open the task you wish to import sub tasks for and from the left menu, select Sub-Tasks. On this tab you will see the Import Tasks button in the top right.
Clicking this button will take you to the Import Wizard screen.
On here, press the browse button and navigate to the spreadsheet location, select it and choose open.
After a small delay you will see a preview of that tasks that can be imported. Take a moment to check everything is correct. You can also choose to import only a selection of potential sub tasks by ticking/unticking the checkbox down the left.
Once you’re happy with your selections, click the “import Selected Lines” button.
This will then, create the required sub tasks ready for normal use in TimeTrak.
