Using Fibery for 2 months now as a CRM , invoicing and project management tool, I really like the ability to customize the model to our exact needs and have plenty of ways for playing with the data.
But sometimes, I don’t find a convenient way for inputting some data and that’s the case for recording time spent on tasks.
The model is quite basic : some tasks with time records by users…
- open the task, go to the ‘time records’ section,
- click on the “link or create”… but I have usually no name to put in, I just want to create a new record and edit it. As it is today, you cannot add a record without name this way. It would be helpful to force record creation without name (via ctrl + enter ?). Typing a space is very dangerous, as you are linking to the first unnamed record and so changing it related task. Not what you want.
So I type a “a” or other random letter. The time entry is added but very small since the name is not displayed
- I click on this new line
- set the current date
- set the user (me)
- input the time spent
Thanks to the new feature of action button with formulas, I created a “add time” button on the task entity that add a time entry on the task with the date as today() but I didn’t find a way to set the user as “me” and I still have to go to the “times” section of the task, click on the last line and input the time spent.
Ideally, I would like to trigger a popup for inputting the time spent before creation or perhaps open directly the newly created entity (but that would not be possible for batch actions on multiple task entities).
I also tried to create time entries from a calendar view but there is also the issue of required “name” that makes it not practical either.
If someone has the same situation, I would really like to know its process. Thank you