How to use toggl
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How to use Toggl? By: Karen R. Madriñan
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Transcript of How to use toggl
How to use Toggl?
By: Karen R. Madriñan
Toggl???
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What is it for???
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Time tracking software
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Easy to deal with different departments and teams
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Share time reports
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Do you want to learn more?
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Open your internet browser
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In your browser, type “toggl”
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Click the “Toggl”
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You will be directed here
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Click “Start Tracking”
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Type in the box
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Click “Sign up for free”
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New page will appear
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Let’s explore the page
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Click “Timer”
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Timer displays your activity and tracking time
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Click “Dashboard”
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Dashboard displays your day-to-day data
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Click the arrow
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Your team’s day-to-day track time data display
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Click “Reports”
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The summary report of your project is display
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Click “Insights”
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Insights is included in the upgrade plan
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Click “Saved Reports”
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Saved Reports are included in upgrade plan
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Click “Projects”
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Projects display your team’s project
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Click to “Create Project”
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Type your project name
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Click “+ Select Client”
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Add your client
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Client name appear
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Tick the box for the team to share
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Color the project to organize it
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Click “Create project”
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Your project is created
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Click “Clients”
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Clients display
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Type new client name
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Click “Add”
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New client is added
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Click “Team”
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Your team member display
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Type the email of your member to invite
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Click “Invite”
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Your “Team” page will look like this
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This is a member of your team
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Invitation email will sent to the invite
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If you are the one to receive this email
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Click the invitation link to accept
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The member will appear to your team
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Click “Workspaces”
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This is your workspace
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Click “create new workspace”
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Type your workspace name
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Click “Continue”
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Type your client/member’s email
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Click “invite & continue”
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Toggl plan will appear
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Click “Use free version”
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This will display
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Click the timer
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Click “+ Project/task”
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This drop-down menu will appear
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You can search your project here
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Click your project to edit
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This will appear
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Click to add tag
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Type your tag
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Then press Ctrl and Enter
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Press this together in your keyboard
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Your tag is added
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Click the “$”
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This is to create your bill
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You need to upgrade the plan
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Click to upgrade
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This is to create new project
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Let’s create another project
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Click “Create a new project
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Pop-up screen will appear
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Type your project name
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To designate color of your project
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Click the box
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Select your preferred color
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Tick the arrow for project visibility
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Click “Create project”
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Your new project will display
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Your client’s name will appear
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Click your account name
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Pop-up screen will display
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Click “Profile setting”
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You can edit your account information
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Click the box
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A menu will appear
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Click “Change password” to change your password
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Type your password
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Click “Save”
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Lastly, click “Log out” to sign out
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That’s All! Thank You!
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