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User Guide

Windows walkthrough for all runtime-selectable editions: Standalone, Salesforce, and Dynamics 365. Includes macOS setup and shared-data notes.

1. Getting started

System requirements

Installation

Windows: download the portable ZIP; no installer is required.

  1. Download the Windows ZIP
  2. Extract to any folder (e.g. C:\Tools\WorkforceTimeTracker\)
  3. Run WorkforceTimeTracker.exe

macOS: download the Apple Silicon DMG, open it, and drag the app to Applications. Follow the macOS installation guide for Gatekeeper approval and optional Accessibility permission.

Windows SmartScreen: The Windows release is unsigned, so Windows may display a warning. Only run it if you trust the official download and your organisation permits it. On managed devices, ask your IT team before proceeding.

2. Main interface overview

The Windows main window combines the timer, client selector, and today's log. The screenshots and detailed control instructions below describe Windows. On macOS, use the native window controls and the labelled Start, Stop, Calendar, CSV, Settings, About, and License buttons; the Windows compact view and overflow menu are not available there.

Main application window in dark mode showing timer, client selector, and today's log

Windows - dark mode (default)

Main application window in light mode showing timer, client selector, and today's log

Windows - light mode

Title bar controls

On Windows, the title bar contains these quick-access controls. On macOS, use the native window controls to minimise and restore the application.

Main area

3. Tracking time on Windows

Starting a timer

  1. Type or select a client name in the client selector dropdown
  2. Optionally enter a description in the notes field
  3. Click the green play button or press F5 (Windows) to start tracking

The timer display updates in real time. On Windows, today's saved total appears above the log, in the taskbar title, and in the tooltip when you hover over the application name.

Pausing and stopping

Switching clients

To switch to a different client mid-day, simply stop the current timer and start a new one with the new client name. You can also click any name in the "Recent" section to pre-fill the client field.

Tip: If you forget to switch clients, you can edit the entry afterwards. See "Today's log and summaries" below.

4. Today's log and summaries on Windows

The "Today's Log" section shows all time entries for the current day. Each entry displays the client name, notes, and duration.

Managing entries

Weekly summary

The bar at the bottom of the window shows your total hours for the current week and, if a billable rate is configured, the total billable amount.

5. Exporting to Excel

On Windows, choose More > Export to Excel... to generate an Excel workbook. Settings control which worksheets are included:

The workbook is named worklog.xlsx and is saved to your configured export folder, or your data folder by default. You are asked before overwriting an existing workbook. CSV export is also available from the Windows More menu and the macOS CSV button.

Tip: The Excel export is designed for direct use in client invoicing. Columns are pre-formatted for readability and can be filtered or sorted using standard Excel features.

6. Settings and configuration

On Windows, choose More > Settings... to open the settings panel.

On macOS, use the Settings... button in the main window.

Settings window showing user profile fields and tracking configuration options

The Settings window with user and tracking configuration.

User section

FieldDescription
Display NameYour name as shown in exports and reports
CompanyYour organisation name for export headers
EmailContact email saved in your user profile

Tracking section

FieldDescription
TimezoneTimezone used for entry timestamps. Defaults to your system timezone.
Rounding (minutes)Round completed sessions up to the next interval; 1 rounds up to whole minutes
Default billableWhether new entries are marked as billable by default
Require descriptionIf checked, the stop button requires a notes field entry before saving
Billable rateEnable hourly rate tracking to show amounts. Configure a default rate and optional per-client rates; disable hourly rate tracking to hide the amounts.

7. Windows themes (dark and light mode)

On Windows, choose More > Switch theme to switch between dark and light appearance. Your preference is saved between sessions.

The main window and More menu follow the selected theme, including menu dividers and the opacity slider.

8. Compact mode on Windows

Compact mode keeps the client selector, notes field, timer, and window controls visible in a smaller window. It hides the recent-client list, today's log, and weekly summary.

On Windows, choose More > Compact view to switch between expanded and compact layouts. The menu item is checked while compact view is active. Your preference is saved between sessions. Minimise is a separate title-bar control and works in either view.

9. Always-on-top and system tray

Always-on-top

On Windows, the window stays above other applications by default. Choose More > Pin window on top to toggle this behaviour.

System tray

When the application is hidden in the Windows system tray, for example after starting minimised, double-click its tray icon to restore the window. The title-bar Minimise button uses the taskbar instead.

Use the title-bar Close button to exit the application.

10. Keyboard shortcuts (Windows)

ShortcutAction
F5Start or resume timer
F7Pause timer
F6Stop and save entry
Ctrl+NAdd manual entry
Ctrl+EExport to Excel
Ctrl+Shift+CCopy today's summary

11. Data storage and backup

Settings, customers, and time entries are stored as JSON files. On Windows the default data folder is beside the executable; on macOS it is ~/Library/Application Support/WorkforceTimeTracker/. A configured shared-data folder can replace these defaults.

Backup

Close the app before copying your data folder to a safe location. When moving between Windows and macOS, install the matching platform's application and transfer the data files, not the executable. Keep backups private: settings can contain personal details and your licence key.

Data format

Files are standard JSON and can be opened in any text editor. This ensures your data is never locked in a proprietary format.

Privacy: Time entries, client names, and settings are stored in your selected data folder. Choosing a folder managed by a sync provider lets that provider synchronize the files. Windows checks workforcetimetracker.com/version.json for updates, normally no more than once every four hours; manual checks can run sooner. On macOS, About provides a manual update check. Downloading an update makes a further network request. There is no update-check off switch in Settings. Licence signatures are validated locally.

12. Licensing

Free trial

The application includes a 14-day free trial. All features are available during the trial period. No payment information or account creation is required.

Activating a licence

  1. Purchase a licence at workforcetimetracker.com
  2. You will receive a licence key via email
  3. Open Settings in the application
  4. Enter your licence key in the Licence field
  5. Click Save — the licence is validated locally using cryptographic verification

Expiration and renewal

When a subscription expires, a 14-day grace period begins. After the grace period, renew to continue licensed actions such as starting new sessions and exporting. Expiration does not delete your stored time entries.

Pricing


Workforce Time Tracker is an independent third-party product. It is not affiliated with, endorsed by, or connected to Salesforce, Inc. "Salesforce" is a registered trademark of Salesforce, Inc.

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