Follow
Criteria for an Object to Appear on Timesheets

Question: What is the criteria a task or issue needs to meet in order to show up on a timesheet?

 

Answer:

Tasks and issues assigned to a user should automatically appear on timesheets that he/she owns if:

  • The user has logged hours 
  • The planned dates fall within the dates of timesheets
  • The task/issue has an Actual Start Date (i.e. they are In Progress)
  • The task/issue is pinned to the timesheet
  • The Planned Completion date falls within the date range of the timesheet and is In Progress

Considerations:

If the "Pre-populate timesheets..." preferences (Found in Setup -> Timesheets & Hours > Preferences) are unchecked, the timesheet will show issues and tasks which are currently in progress.