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[Harvest] Request to add a Client dropdown above Project when adding new time entries #4794

Closed WernerBrad closed 1 year ago

WernerBrad commented 1 year ago

Extension

https://www.raycast.com/eluce2/harvest

Description

Request: Add Client dropdown above the Project dropdown when adding new time entries.

I consult with clients with similar generic project names (ex. "Tableau Support").

When adding a new time entry, it takes extra time to open the Project dropdown and scroll to the Tableau Support project for a specific client. Starting to type out the project name gives me a list of project names, but seeing 10 Tableau Support projects makes it hard to know which client project I am selecting.

Example workflow: View 'New Time Entry' page > Type 'Twi' to get Twitter projects > Type 'Tabl' to get to Tableau Support project > Select Task > Start Timer

Who will benefit from this feature?

Users with multiple clients and generic project names.

Anything else?

No response

raycastbot commented 1 year ago

Thank you for opening this issue!

🔔 @eluce2 you might want to have a look.

💡 Tip: Once the issue is resolved, comment @raycastbot close this issue to close it.

eluce2 commented 1 year ago

You can also search by client name in the project dropdown (not just project name), but I understand how it may be frustrating for the client name to not be visible while that list is filtered. Unfortunately, that behavior is set by Raycast and I don't have any the ability to keep it visible when developing the extension.

Also, take a look at this new setting added recently to the extension and let me know if this helps with your concern. It allows you to see the client name above the project selector. You may also want to consider adding client-specific codes in Harvest as these will also show inline and can help you distinguish between them.

CleanShot 2023-02-14 at 13 41 54@2x

WernerBrad commented 1 year ago

Thanks Eric! User error it is!

Both the 'Search by client name' and the option to 'show the Client Name above the selected project' features help a ton and meet my needs. Thanks for all of your help!