Toggl Track
The integration will:
- • Sync Clients and Projects
- • Create new Clients and Projects on both sides
- • Enable tracking time from Toggl Plan and automatically send it to Toggl Track as time entries
- • Visualize actual time tracked compared to time estimated in Progress Overview
In this article we cover:
- Setting the integration up as Owner/Admin
- Starting time tracking as Owner/Admin
- Starting time tracking as Member
- Tracking time in Toggl Plan
- Things to keep in mind
- Why is the integration creating time entries without a public Project or Client attached in Toggl Track?
Setting the integration up as Owner/Admin
Setting up the integration is quick and easy.
First of all, the Toggl Plan workspace Owner or Admin must activate the integration in the Integrations tab. If you are the Owner or Admin of this workspace, great! You’ll be able to allow access to the integration for your whole team.
Keep in mind that the settings you choose will apply to the whole workspace. Once the integration is enabled, it will connect/match Projects and Clients between the two tools. At this moment, no data will be imported! When an action is performed in either tool (e.g. creating a new project), the change will be reflected in the other tool. Furthermore, starting a time entry on a Task in Toggl Plan will automatically create a matching Project in Toggl Track (if it doesn't exist already).
Important: Each user who wants to track time through Toggl Plan needs to enter their own Toggl Track API token from the integrations page once you’ve enabled the integration.
Setting up as Owner/Admin:
- Navigate to the Toggl Track integration page in Toggl Plan (Settings → Integrations → Toggl Track)
- Select 'ON' to enable the integration
- Copy and paste your Toggl Track API token into the relevant field in your Toggl Plan settings and hit Enter or click anywhere on the page to save. To find your Toggl Track API token click on the ‘Get token’ button to access Track Profile settings
- Decide between syncing private projects (they will become visible to all in Toggl Plan) or just syncing public projects form Toggl Track
Decide if you would like to import Client and Project data from Toggl Track
Choosing 'Do not import' means that existing Projects and Clients will be connected in both tools and that new Projects and Clients created after integrating will be created in the other tool
If you choose 'Import all active data', in addition to above, all active Projects and Clients from Toggl Track will be imported to Toggl Plan. See more on Client and Project import from Track here.
Choose the correct Toggl Track workspace and remaining settings
Setting up as Owner/Admin when the integration has already been enabled:
- Navigate to the Toggl Track integration page in Toggl Plan (Settings → Integrations → Toggl Track)
- Copy and paste your Toggl Track API token into the relevant field in your Toggl Plan settings and hit Enter or click anywhere on the page to save. To find your Toggl Track API token click on the ‘Get token’ button to access Track Profile settings
If you change the Toggl Track workspace or the option to tag time entries, please keep in mind that these will change for the whole Toggl Plan workspace.
Starting time tracking as Member
Once the integration has been enabled, every Member should follow these steps below if they want to track time from Toggl Plan.
- Navigate to the Toggl Track integration page in Toggl Plan (Settings → Integrations → Toggl Track)
- Copy and paste your Toggl Track API token into the relevant field in your Toggl Plan settings and hit Enter or click anywhere on the page to save. To find your Toggl Track API token click on the ‘Get token’ button to access Track Profile settings
You will not be able to edit additional settings, as only the workspace Owner and Admins have access to them. The settings they have selected will apply to every user in the workspace.
You can choose to turn the option ‘Show timer icons in Timeline and Board views’ on or off, this setting only applies to you.
Tracking Time in Toggl Plan
Start the timer either from the timeline or board:
...by right-clicking on a task:
...by hovering on the task and clicking on the icon that appears:
…or from top-right corner inside the task card:
When you’re timing a task, you’ll get a visual indication in the bottom right-hand corner of your workspace:
You can stop tracking time the same ways you can start it, or by ending the tracking at the bottom right-hand tracker.
When tracking has been started in Toggl Plan, it should also be stopped in Toggl Plan.
Things to keep in mind
- • There are two reasons why you possibly can't see the Toggl Track integration in your integrations page.
- You're a Solo plan user, whereas the feature is a paid feature. You can compare our subscription plans on our pricing page.
- Your workspace Owner or Admin hasn't enabled the integration. Just ask them to do so and you'll be good.
- • The integration will match Clients and Projects that have exactly the same names in both Plan and Track
- • When a new Client or Project is created in Toggl Plan, they are automatically added to your Toggl Track workspace as Client and public project. When a new Client or project is created in Toggl Track, it is automatically added to Toggl Plan as Client and Project.
- • Deleting Clients and Projects does not delete them in the other tool, but simply removes the connections.
- • Only workspace Owners, Admins and Members with full editing rights can use the integration to track time and in order to do that, each person needs to add their own API token separately.
- • Please see more on importing Clients and Projects from Toggl Track here.
- • Toggl Plan and Toggl Track are still two separate tools - the Integration simply makes for an easier way to time your tasks, and pass new data between Toggl Track and Toggl Plan.
Why is the integration creating time entries without a Project or Client attached in Toggl Track?
There could be two reasons, both in cases where you've opted not to sync private projects.
- The Project name might match a Private project in Toggl Track. If a private Project with the matching Project name already exists, we will not create or sync it in Toggl Track.
- If a regular user creates a project in Toggl Track, it will not be synced with Toggl Plan until turned public by an admin. This is because regular users cannot create public Projects in Toggl Track.
Do you still have questions about the integration? Contact us at support@plan.toggl.com.