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If you are not using the Stopwatch, Easy Calendar, or Batch Entry and simply want users to manually create their Time Tracking Summary record from the Account object, follow the steps outlined below to create a quick action on the Account Object.

Create a

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New Action on Account

1. Navigate to Setup > Object Manager > Account

   

2. Click on Buttons, Links, and Action > New Action

3. Enter the following values:

   1. Action Type = Create a Record

   2. Target Object = Time Tracking Summary

   3. Label = Whatever you would like this to be called

   4. Name = (autofill)

   5. Description = Example, “Auto set X and Y fields on Time Tracking Summary.”

   6. Create Feed Item = Up to you, this will post in the chatter feed.

   7. Success Message = Example, “Your time has been logged.”

   8. Icon = Up to you.
      

      

Choose

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the Fields

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for Layout

1. Required fields: Account, Entered For, Log Date, and Hours (As Number)

2. Optional Fields: Add any additional fields you would like user to enter.

   

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