Step 1: Accessing the Timer Screen
Log into Toggl and go to the Timer screen.
This is where all time tracking will take place.
Step 2: Creating a New Project
Locate the Add a new project option.
Enter the project name using the grant name (e.g., “VERSACARE”).
Step 3: Adding Advanced Options
After naming the project, proceed to Advanced Options:
Client Name: Select the associated client.
Timeframe: Specify the grant timeframe if applicable.
Step 4: Completing Project Creation
Click Create Project.
The new project should now appear at the top of the Timer screen for easy access.
Step 5: Starting a Task Timer
Enter the specific task you’re working on (e.g., Grant Research).
Click the Play button to start the timer.
Step 6: Stopping the Timer
When the task is complete, return to the Timer screen.
Click Stop to halt the timer.
The total tracked time will now be visible.
Step 7: Tracking Time for RTC Team Tasks
For internal tasks (e.g., meetings or check-ins):
Select the project RTC Check-in.
Enter a description of the task (e.g., “Team Meeting” or “Onboarding Buddy Check-in”).
Start and stop the timer as usual.
Task Descriptions for Toggl
Use the following task descriptions when tracking specific activities:
Grant Research
Grant Summary
Grant Checklist
1st Draft
2nd Draft
3rd Draft
Budget Draft
Budget Revision
Client Meeting
Document Reviews
Note: If your task falls outside of these categories, consult with RTC Leadership for approval before starting.
Important Guidelines
Always Start/Stop the Timer: Begin the timer when you start a task and stop it when you finish. Avoid manual time entries to maintain accuracy.
Seek Support if Needed: If you have questions or encounter issues, contact RTC Leadership for assistance.
Toggl Download Options
Mobile App: Available for download on iOS and Android.
Desktop App: Available for download on Windows and Mac.
By following these steps, you can ensure accurate time tracking and project management within Toggl.
