Sync Toggl Track "task estimates" w/ Toggl Plan "tasks" or "segments"

Ask the Community
1

Is there a way to sync task estimates from Toggl Track to Toggl Plan?
Let’s say I have a 3 phase (aka “task”) project I create in Toggl Track with time estimates for each phase. I’d like to pull this info into Toggl Plan to see how many hours a day I need to work on the phases in order to stay on schedule.

As a long time user of Toggl Track, I’ve got a lot of projects and tasks with time estimates. I looked into Toggl Plan 3 or 4 years ago, but at that time it didn’t sync very well with Track. New year new me, I’m looking into Plan again.
It looks like it is now possible to sync the projects and clients from Track to Plan, but the tasks don’t seem to come along with them.

In fact, what I would call “tasks” in Track are called “segments” in Plan. What I would consider “tasks” in Plan would be considered more like “time entries” in Track. Am I misunderstanding how this thing is supposed to work?

I’ve looked into the tutorial files and youtube videos, but there has been very little updated info on Plan for the past couple years. So I’m not even sure how much it is really being supported and updated. Maybe it’s a dead software they are essentially mothballing.

Anyone using Toggl Track and Toggl Plan together for multiple projects with multiple phases that could offer advice?

Thanks!

2

Hi @arcus The integration between Plan and Track can:

• Sync new Clients, Projects, and Tasks* between Track and Plan
• Sync existing Clients, Projects, and Tasks* between Track and Plan
• Enable time tracking from Toggl Plan tasks and automatically send it to Toggl Track as time entries allocated to the appropriate project and task* if Task sync is enabled.
• Visualize actual time tracked compared to time estimated in Progress Overview
*Tasks are a paid feature in Toggl Track

Segments are not part of this integration :slight_smile:

So, Track tasks map to Plan tasks in Toggl Plan, while starting a timer on a task in Plan will create a time entry in Toggl Track. Estimates are not synced over; you would need to manually add them to Plan tasks, and then when you Track time directly from Plan (via the integration), tracked time gets visualised against estimates in the Progress Overview.

3

Veljko,
Thanks so much for the response. Ok so in order to really get them to sync up best, I should start and stop the timer using Plan rather than the desktop version of Track.

4

Correct, when you have the integration enabled, it is best to start/stop timers from Plan :slight_smile: