Entering Time Against a Case

Nic Widhalm

Jan 27 2017 4 min read

In this week’s two-minute use case video, the Cloud Coach team discusses how to enter time against Salesforce Cases.


Hello everyone, Nic from cloud coach here and thanks for joining us this week as we take a look at how to enter time against Cases. Alright, so we’re going to jump right on into our org, and in this example we’re looking at a case that we want to enter time against.

One of the great parts about Cloud Coach is that we have time entry that works not just on
Project Tasks and Phases, but also allows you to enter time against Cases. How do we set that up? Well, we start by going to “setup” and we’re going to go to “quick find” and type in “Cases.” Now, we’re going to go down to page layouts and to edit our main page layout here. Next, we go to “Quick actions,” and Cloud Coach has created this created this time entry quick action that you can drag right down into your Chatter classic publisher. You can put anywhere in that publisher, but note that this does overwrite your default global publisher. You drag that right down here into your classic publisher, click save, and now we can go back to our case and enter time.

Once on the Case it’s as simple as going to the Feed and then right here on the top you can see we now have that chatter action, “Create time entry.” I can click on that, put in time, create a time entry right there, and once it’s entered we can see it reflected in our “Work” related list. And now if I go to my Timecard I’ll see it reflected in my time card here as well. And sure enough, there’s our case, there’s our time entry against it, and we can filter down in our timecard to look at just Cases.

So, it’s really as simple using page layouts and that global quick action to allow time entry against your cases. Thanks for joining us today, everyone, and I look forward to seeing you next week.


Nic Widhalm

Nic is the Global VP, Customer Experience, at Cloud Coach

Related Articles

How Can I Track Project Changes?

Changes are a reality of running projects. And tracking those changes is critical for getting a full understanding of the...

Nic Widhalm

May 7 2017 6 min read

Want to see Cloud Coach in action?

Cloud Coach is secure and customisable platform for successfully delivering customer projects of all shapes and sizes.

See Cloud Coach In Action

Cloud Coach is secure and customisable platform for successfully delivering projects of all shapes and sizes.

Schedule a tailored demo with one of our project specialists.

  • Fill out the form below
  • Our team will reach out within 24 hours to discuss your unique requirements
  • We’ll schedule a 1:1 demo with one of our product specialists  
medal 2 1
reCAPTCHA logo@2x

protected by reCAPTCHA

medal 2 1

Thank you

A Cloud Coach advisor will be in contact by email within one working day to arrange your demo.