SlideShare a Scribd company logo
1 of 119
HOW TO USE
TOGGL
Click here to Sign - up
ENTER REQUIRED DETAILS
CLICK SIGN UP
Or sign up with Google
CLICK HERE
CLICK TO CREATE NEW
PROJECT
OR SELECT FROM
THE EXISTING
PROJECTS
TYPE YOUR TASK FOR
THE PROJECT HERE
If you’re not working on a specific project
TYPE TASK HERE
DIRECTLY
CLICK START
TIMER
● tracks the time you spend on a certain task.
● if you end your timer and do the same task
after some time, the same activity will be
logged on the project with a new time
record.
NOTE
● if you start another task without ending
timer, the time counted will be reflected
on the new task.
● previous task will not be recorded
To add client, click here
Choose from the list
Or enter client name here
To change project color, click here
CHECK THE
COLOR BOX YOU
LIKE
CLICK CREATE
PROJECT
To add team members, click here
Enter email address
AND CLICK HERE
Take note: send Invite one at a time
If you want to change member’s access
HOVER THE MOUSE
NEAR THE BOX
CLICK THE ARROW
Choose options:
● Give admin access
● Deactivate
● Archive
To give Admin Access
CLICK ACCESS
BOX WILL
APPEAR
CHECK BOX BESIDE ‘ADMIN’
Click APPLY
CLICK DEACTIVATE
If you want to DELETE a member
Inactive Tab will now appear
To Re-Activate the member
Click Inactive Tab
Hover mouse near the box
AND CLICK DOWN
ARROW
CLICK ACTIVATE
Notice that Inactive Tab is gone
VIEWING REPORTS
● Summary
● Detailed
● Weekly
Click REPORT Tab
adding client
Choose Reporting option
Fill up filters for DETAILED REPORT
Click Team
Select ALL
Then Click APPLY
Click CLIENT
Select ALL, and click APPLY
Click Project
Select ALL, and click APPLY
Click THIS WEEK
Choose Report Period
If you want a Summary Report for last month
CLICK REPORT
Click SUMMARY
PROJECT TAB
● to view all the projects you’ve been
working on
● to see who’s assigned for each project
● to see the time spent per project
● to see the client/billing rate for each
project
● to change, delete or archive project
To see the list of projects, click Projects
The list of projects will appear
As well as the clients per project
Shows the time spent per project
and the team/person working on the project
To edit the project
HOVER THE POINTER TO THE
BOX OF PROJECT TO BE
EDITED
Click the down arrow
Click EDIT
Your screen will now look like this and you
may now edit project details
Click DONE when changes are made
To delete the project
CLICK THE
down
ARROW
BESIDE
THE BOX
Click DELETE,
Confirm your action by clicking
Note:
Once the project is deleted, you can no
longer retrieve it.
Toggl Button Chrome
Extension
Click here
Click MORE TOOLS
Click EXTENSIONS
In the Search Bar, type Toggl
Click ADD TO CHROME
Click ADD to confirm
You now have a Toggl button
Other features of Toggl
● Workspace Settings
● Import and Export
● Subscription (to generate Billing Report)
And those can be found here
integrate with basecamp account
WORKSPACE SETTINGS include:
● WORKSPACE NAME
● USER GROUPS
● TAGS
● CLIENT NAME
● PRIVACY
To edit your Workspace Name,
just click on the box and
edit
To add a client, click Client’s tab
In the box, enter new client’s name
CLICK ADD
To add Tags, enter Tag Name here
CLICK ADD
To add User Groups, enter Group Name here
After changes are made, click Save
Import
● allows you to mass import data (users,
projects & clients, time entries, tags) from
a file into Toggl
● you must have Administrator rights to have
access
To upload your file, click
It will direct you to the stored files in your
computer
● choose the file you want to Import
● double click the file
● must be a CSV file to import
● must be properly formatted
if import is successful you will see the
notification here:
You can also import data from other
applications
● Asana
● Basecamp
● Freshbooks
● Teamweek
● GitHub
● iCal (pro feature)
To import task from Asana
You will be directed to your account ; Log in
enter details
and click
ALLOW to import your files to Toggl
Click Sync now
SELECT the user account you want to import
The other users of the selected account will
also be imported
If you want to upgrade to use other Toggl
features
CLICK SUBSCRIPTION
Other features of Toggl pro
● exporting reports to excel
● project dashboard
● iCal feed
● bookmarked reports
● company logo in reports
Decide exactly what you want in every
area of your life; you can’t hit a target you
can’t see.
-Brian Tracy-
QUOTE:

More Related Content

Similar to How to use toggl

How to integrate toggl with asana?
How to integrate toggl with asana?How to integrate toggl with asana?
How to integrate toggl with asana?Evelyn Jara
 
Add Project in OfficeTimer - OfficeTimer Fully Free Time Tracking, HR and Pro...
Add Project in OfficeTimer - OfficeTimer Fully Free Time Tracking, HR and Pro...Add Project in OfficeTimer - OfficeTimer Fully Free Time Tracking, HR and Pro...
Add Project in OfficeTimer - OfficeTimer Fully Free Time Tracking, HR and Pro...OfficeTimer
 
Add edit delete_project templates
Add edit delete_project templatesAdd edit delete_project templates
Add edit delete_project templatesOfficeTimer
 
office timer tutorial for begineers to add client employee project and task1
office timer tutorial for begineers to add client employee project and task1office timer tutorial for begineers to add client employee project and task1
office timer tutorial for begineers to add client employee project and task1OfficeTimer
 
How To Set Up An Editorial Calendar Your Team Actually Uses
How To Set Up An Editorial Calendar Your Team Actually UsesHow To Set Up An Editorial Calendar Your Team Actually Uses
How To Set Up An Editorial Calendar Your Team Actually UsesHannah Eisenberg
 
Add edit delete_project
Add edit delete_projectAdd edit delete_project
Add edit delete_projectOfficeTimer
 
Spring18 Release Highlights by Manish Thaduri
Spring18 Release Highlights by Manish ThaduriSpring18 Release Highlights by Manish Thaduri
Spring18 Release Highlights by Manish ThaduriManish Thaduri
 
#SalesforceSaturday Spring18 Release Highlights by Manish Thaduri
#SalesforceSaturday Spring18 Release Highlights by Manish Thaduri#SalesforceSaturday Spring18 Release Highlights by Manish Thaduri
#SalesforceSaturday Spring18 Release Highlights by Manish ThaduriAtul Gupta(8X)
 
How to Build an Agile Project Schedule in Elementool
How to Build an Agile Project Schedule in ElementoolHow to Build an Agile Project Schedule in Elementool
How to Build an Agile Project Schedule in ElementoolPerry Moore
 
How to Create and Manage Tasks in Odoo 13 Project
How to Create and Manage Tasks in Odoo 13 ProjectHow to Create and Manage Tasks in Odoo 13 Project
How to Create and Manage Tasks in Odoo 13 ProjectCeline George
 
Project Web Access Quick Reference Guide For Team Members
Project Web Access Quick Reference Guide For Team MembersProject Web Access Quick Reference Guide For Team Members
Project Web Access Quick Reference Guide For Team MembersToney Sisk
 
aCtive Collabs in Quick Review
aCtive Collabs in Quick ReviewaCtive Collabs in Quick Review
aCtive Collabs in Quick ReviewRisna Cahyati
 
Microsoft Project - MSP | 2013-2016
Microsoft Project - MSP | 2013-2016Microsoft Project - MSP | 2013-2016
Microsoft Project - MSP | 2013-2016Rajeev Sharma
 

Similar to How to use toggl (20)

How to integrate toggl with asana?
How to integrate toggl with asana?How to integrate toggl with asana?
How to integrate toggl with asana?
 
How to use Toggl
How to use TogglHow to use Toggl
How to use Toggl
 
Work Tracker Overview
Work Tracker OverviewWork Tracker Overview
Work Tracker Overview
 
Db import&export
Db import&exportDb import&export
Db import&export
 
Db import&export
Db import&exportDb import&export
Db import&export
 
Version One Highlights
Version One HighlightsVersion One Highlights
Version One Highlights
 
Add Project in OfficeTimer - OfficeTimer Fully Free Time Tracking, HR and Pro...
Add Project in OfficeTimer - OfficeTimer Fully Free Time Tracking, HR and Pro...Add Project in OfficeTimer - OfficeTimer Fully Free Time Tracking, HR and Pro...
Add Project in OfficeTimer - OfficeTimer Fully Free Time Tracking, HR and Pro...
 
Add edit delete_project templates
Add edit delete_project templatesAdd edit delete_project templates
Add edit delete_project templates
 
Teamwork
TeamworkTeamwork
Teamwork
 
office timer tutorial for begineers to add client employee project and task1
office timer tutorial for begineers to add client employee project and task1office timer tutorial for begineers to add client employee project and task1
office timer tutorial for begineers to add client employee project and task1
 
How To Set Up An Editorial Calendar Your Team Actually Uses
How To Set Up An Editorial Calendar Your Team Actually UsesHow To Set Up An Editorial Calendar Your Team Actually Uses
How To Set Up An Editorial Calendar Your Team Actually Uses
 
How to Use Toggl
How to Use TogglHow to Use Toggl
How to Use Toggl
 
Add edit delete_project
Add edit delete_projectAdd edit delete_project
Add edit delete_project
 
Spring18 Release Highlights by Manish Thaduri
Spring18 Release Highlights by Manish ThaduriSpring18 Release Highlights by Manish Thaduri
Spring18 Release Highlights by Manish Thaduri
 
#SalesforceSaturday Spring18 Release Highlights by Manish Thaduri
#SalesforceSaturday Spring18 Release Highlights by Manish Thaduri#SalesforceSaturday Spring18 Release Highlights by Manish Thaduri
#SalesforceSaturday Spring18 Release Highlights by Manish Thaduri
 
How to Build an Agile Project Schedule in Elementool
How to Build an Agile Project Schedule in ElementoolHow to Build an Agile Project Schedule in Elementool
How to Build an Agile Project Schedule in Elementool
 
How to Create and Manage Tasks in Odoo 13 Project
How to Create and Manage Tasks in Odoo 13 ProjectHow to Create and Manage Tasks in Odoo 13 Project
How to Create and Manage Tasks in Odoo 13 Project
 
Project Web Access Quick Reference Guide For Team Members
Project Web Access Quick Reference Guide For Team MembersProject Web Access Quick Reference Guide For Team Members
Project Web Access Quick Reference Guide For Team Members
 
aCtive Collabs in Quick Review
aCtive Collabs in Quick ReviewaCtive Collabs in Quick Review
aCtive Collabs in Quick Review
 
Microsoft Project - MSP | 2013-2016
Microsoft Project - MSP | 2013-2016Microsoft Project - MSP | 2013-2016
Microsoft Project - MSP | 2013-2016
 

How to use toggl