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5 Quick Tips For Setting Up Your Toggl Workspace In No Time

So, you’re new to this whole time tracking thing and aren’t sure where to start. Luckily, we’re here to help you hit the ground running with these five quick tips for setting up your Toggl workspace faster than you can say coffee break.

setup toggl workspace

#1 Check out our knowledge base.

We like to think Toggl is about as user-friendly as time tracking tools come, but we also understand we may be a little biased (especially since we’re constantly using it as part of our own jobs).

To bring things back to the basics, we created an awesome knowledge base full of searchable articles, tips and tricks to help you get the most from your Toggl experience.

Start off in the basics category and go from there, or simply compare our full feature set with the side-by-side comparison chart of our subscriptions to see which plan is right for you.

So go on and dive right in here.

#2 Learn the lingo.

Projects, workspaces, tags, tasks…navigating your way around different software programs can sometimes feel like you’re learning a new language.

Familiarize yourself with the Toggl vocabulary and you’ll find it makes it easier when asking for help from the support team and minimizes confusion amongst your own team members as well. Double win!

#3 Determine access rights.

  • Do you want your team to see billable rates?
  • Should only admins have the option to create projects?
  • How about who has admin rights vs. regular user access?

Make it easy on yourself and spend 5 minutes perfecting your team permissions before jumping in and tracking time.

It will help keep things better organized down the road, and prevent your team members from accessing data you may otherwise want to keep between management.

Don’t forget to set your time zone and personal profile data as well.

#4 Utilize CSV import.

If creating projects one at a time sounds like a hassle, take a shortcut and upload a big batch of data to save yourself some time.

Our CSV import feature allows you quickly upload project names, clients, entries and more with the click of a button.

We even have the CSV format all laid out for you in this handy help article to keep it simple.

#5 Get 1 on 1 support.

Our awesome support ninjas are available almost 24/7 to answer your questions but sometimes you need something a bit more personalized than a fast and friendly e-mail exchange.

When you need custom recommendations on how to set up your account, one-on-one training calls or an on-site immersive roll out our Toggl Master consultants have you covered.

We have our certified experts available across the globe and you can even create a custom support package if you don’t see one that quite ticks all the boxes. It’s like a Toggl BFF, but better.

By On February 19, 2018