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Toggl Tutorial: How To Efficiently Track The Work Hours Of Your Team Members
- 1. HOW TO EFFICIENTLY TRACK THE WORK HOURS OF YOUR TEAM MEMBERS Toggl Tutorial by Lars Ramos
- 2. "It's not enough to be busy, so are the ants. The question is, what are we busy about?" - Henry David Thoreau
- 3. Do you have no idea how your team members spend time during their work hours?
- 4. You're at the right place. Here's the solution to your problem...
- 6. Toggl is... Designed to be a productivity tool that focuses on making time tracking easy, so all you have to do is click the “start” button and you can start tracking your time for any project, and “stop” when you're done
- 8. Open your browser and go to toggl.com
- 9. Click the "Sign up" button
- 11. Click here to choose the country of your location
- 12. Click the check box to agree with the terms of service
- 13. Click here to sign up using your Gmail account
- 14. Click here to sign up using your Apple ID
- 15. Click here to sign up using your email address
- 16. Type your email address here
- 17. Type your password here
- 18. Click the "Sign up with email" button
- 19. Wait for the next page to load
- 20. Great! Welcome to your Toggl dashboard
- 21. This is the Timer tab
- 22. You can set and see your time record per task here
- 23. This is the Reports tab
- 24. You can see the summary of time records here
- 25. This is the Insights tab
- 26. You can see analytics based on time records here
- 27. This is only available when you upgrade your account
- 28. This is the Projects tab
- 29. You can add the projects of your team here
- 30. This is the Clients tab
- 31. You can add your team's clients here
- 32. This is the Team tab
- 33. You can add your team members here
- 34. This is the Tags tab
- 35. Add tags to your tasks and they will appear here
- 36. This is the Settings tab
- 37. You can customize your account settings here
- 38. Let's start adding your team members
- 39. Click here to go to the Team tab
- 40. Click the "Invite members" button
- 41. A pop-up window will appear
- 42. Type the email address of your team member here
- 43. Click the "Invite" button
- 44. Your team member will receive an email from Toggl
- 45. After your team member accepts the invitation
- 46. Your team member will be added here
- 47. Let's add your client
- 48. Click the Clients tab
- 49. Click the "New client" button
- 50. A pop-up window will appear
- 51. Type your client's name here
- 52. Click the "Create" button
- 53. Your client is added here
- 54. Let's create a project
- 55. Click the Projects tab
- 56. Click the "New project" button
- 57. A pop-up window will appear
- 58. Type the project name here
- 59. Click here to change the workspace
- 60. Click to choose the workspace of the project
- 61. Click here to add client of the project
- 62. Click to choose the client of the project
- 63. Tick here to change privacy options
- 64. Click the "Create project" button
- 65. The project was created
- 66. Let's add team members to your project
- 67. Click here to show the list of team members
- 68. Click the "Add member" button
- 69. A pop-up window will appear
- 70. Click here to view your team members
- 71. Click the check box next to the team member
- 72. Click the "Save" button
- 73. The team member was added
- 74. Your team can now start recording actual work hours
- 75. How does it work?
- 76. Click the "Timer" tab
- 77. Your team can record time and task here
- 78. Type name of task here
- 79. Click here to choose project of the task
- 80. Click to choose the project
- 81. Click the play button to start recording the time
- 82. Click the stop button to stop recording the time
- 83. The recorded time of task done will appear here
- 84. To see your team's records, click the "Reports" tab
- 85. You see the summary of your team's time record here
- 86. You can also filter the summary per project
- 87. Click the "Project" option
- 88. Click to choose the project summary you want to view
- 89. The time record summary for the project will appear
- 90. You can also filter the summary's time period
- 91. Click this time period option
- 92. Click your chosen duration in the calendar
- 93. The summary of time record will change
- 94. You can also view the detailed summary
- 95. Just click the "Detailed' option here
- 96. All done! Enjoy using Toggle. 😊
- 97. MEET THE AUTHOR Lars Ramos is a Philippines-based virtual professional, also known as the Leading Virtual Project Manager. She has almost eight years of work experience on project management and lead teams of up to 17 experts. She currently helps businesses plan and execute projects, lead and train remote workers, and create and simplify workflows.
- 98. "Yesterday is gone. Tomorrow has not yet come. We have only today. Let us begin." - Mother Teresa