time tracking with toggl - conservation...
TRANSCRIPT
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Time Tracking with Toggl Kristen Larson
Luckiamute Watershed Council
2015 Gathering For Conservation
Valley River Inn, Eugene
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Context for Luckiamute WC
• 2012 – first and only employee (now we’re 2)
• Excel for timesheets & grant allocations
• Felt data entry heavy
• Add / remove grants was prone to errors
• Fiscal sponsorship, no QuickBooks access (view only)
• Seeking alternative (free!)
• Disclaimer! Only been using this a few months!
• Toggl.com is geared to consultants or businesses billing multiple clients, but can be adapted for our purposes
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Toggl.com Features • Free or pay versions
Free version includes:
• Individual or shared workspaces; up to 5 members in team
• Easily add / remove / archive new projects
• Tag entries for additional information
• Track with timer or manual entry
• Edit time entries; bulk editing
• Toggl remembers entries for auto fill
• Report exporting to PDF and CSV; can apply filters
Pay: “Pro” = $5 per user per month and per workspace; “Business” level is more
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Easy Sign Up
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Basic Intro
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FAQ Page and Tutorials
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Workspaces • The top of the hierarchy in Toggl; everything else is assigned
to a workspace
• We’re using a separate workspace for each staff person
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Workspaces
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Create Projects • Use Projects, Clients (Funder / Grant), and Tags to track time
• Create projects easily
• Projects -> Create Project
• Timer -> Select Project -> +Create Project
• Assign client and workspace, color and if public or not
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Tags • Extra level of classification
• I’m using this to tag time spent on partnership activities that my Board has asked me to track
• Perhaps could track match with this?
• Other uses?
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Time Tracking - Timer
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Time Tracking - Manual
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Time Tracking - Desktop App
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Reports • Check you’re in the right workspace (green arrow)
• Have different formats (detailed, summary…)
• Change time frame, use filters
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Reports • Can export to PDF or CSV
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Staff Report
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PDF Export Cover Page
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Tasks by project with time
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Contact Information
Kristen Larson
Council Coordinator, Luckiamute Watershed Council
Independence, OR
• 503-837-0237
• www.LuckiamuteLWC.org