Toggl Work 101 - Your Starter Guide to Get Set Up and Running
New to Toggl Work? We’ve got you, start by reading the “What is Toggl Work ? “ article.
Whether you’re using it solo or running an entire team, this guide walks you through all the key features - from personal tasks to team-level management, expenses, and approvals.
Let’s break it down by Personal Space and Admin Console (Team Space) so you always know where you’re operating.
Personal Space
Getting Started with Toggl Work
This guide walks you through your first steps in Toggl Work - from signing up to creating and managing expenses and trips.
Add Your First Expense
Learn how to log an expense, assign it to a category, and keep it clean and compliant.
How to Check the History of an Expense
Need to know when an expense was submitted, approved, or rejected — and by whom? This guide walks you through the full expense timeline.
Expense Overview
The Expense List is your main dashboard for tracking all the expenses you’ve added in Toggl Work.
Trips in Toggl Work
In this article, you’ll be introduced to creating and managing your first Trips.
Create an invoice with Toggl Work
Everything you need to know about using the invoicing feature of Toggl Work.
Admin Console (Team Space) - Managing Your Team Like a Boss
If you’re an admin, this is where you’ll control team setup, workflows, and approval processes. Let’s dive into each tab of the admin view.
How to Manage Your Team Members in Toggl Work (Admin View)
Invite your team, assign roles, set time zones, and organize your people efficiently.
How to Use Team Trips in Toggl Work (Admin View)
Plan team or solo trips, invite travelers, and review related expenses in one place.
Team Clients - How to Add and Manage Clients in Toggl Work
Add legal and billing info for your clients so you can assign them to invoices later on.
Team Benefits - How to Set Up and Manage Company Perks in Toggl Work
Create recurring or one-time benefits for your team - like wellness budgets or gear stipends - and link them to expense categories.
Approvals - How to Review and Automate Expense Approvals in Toggl Work
Approve, reject, or automate expense approvals. Learn how to build a review system that fits your workflow - including thresholds, categories, and custom rules.
Tool Settings - Admin Configuration & Data Management
Accessible at the very bottom of your sidebar (gear icon), Tool Settings is where admins can fine-tune the instance.
General Settings
Set up your currency and formatting preferences — used across the entire workspace.
User Roles
View and manage users’ roles (admin/member), and filter by invite status or activity level.
Teams and Approvers
Create teams, assign approvers, and link cost center codes for better internal tracking.
Data Export
Export up to 41 different fields including expenses, trips, submitters, categories — filtered by date, team, trip, or category.
Audit Log
See every action taken in your workspace: who did what, when, and why. Filter by user, date, or type (Expense Log vs Workspace Log). Great for compliance, security, or just good record-keeping.