Step-by-step usage guide to Simple Time Tracker for HubSpot
Follow this guide to make the most of the functionality offered by Simple Time Tracker, the time tracking suite optimized exclusively for the HubSpot ecosystem.
To start using Simple Time Tracker, follow these steps:
- Install Simple Time Tracker from the official Sagewill install page. We've recorded a 2-minute video to show you how the full process works.
- Click on "Install now" on the Sagewill page linked above.
- Choose the HubSpot account you want to install Simple Time Tracker on.
- You will be redirected to the app's settings page.
- Once the app is installed, you want to ensure that integration activities are turned on for the CRM objects that you want to track time against.
- Go to a contact, company, deal, or ticket—this is entirely up to you.
- In the center pane of the CRM object, click on "Activities".
- Below the "Activity" tab, click on "Filter activity".
- At the far right, select the Simple Time Tracker checbox under the "Integrations" activities. This will enable all timeline events for Simple Time Tracker.
- You're now ready to start logging time. All you have to do at this point is choose your preferred time logging method between the 3 available:
- Live ticker, this is the primary tracking method and the most accurate. This is ideal for almost all professional settings as it will count time down to the second.
- Manual logging, also accurate but requires some additional steps. This will allow you to log time down to the minute without the need to use a live ticker.
- Quick-add dropdown, not as accurate but quick and efficient. This offers some predefined options, perfect if you're tracking time for internal purposes.
That's it, these are the 3 steps required to get started! This guide will be updated often in the future to reflect Simple Time Tracker's growing set of features.