Business Operations and ERPs
Toggl Plan
25 min
toggl plan is a visual project planning and team scheduling tool integrating toggl plan with make com lets users automate project updates, synchronize timelines, and manage tasks or team schedules across multiple platforms from a single workflow this is ai generated content based on official toggl plan documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //toggl com/plan/community/ directly requirements to use the toggl plan app in make, you must have an active toggl plan user account and a registered oauth application with a client id and client secret, https //toggl com/plan/ for subscription, refer to the https //toggl com/plan/ connect toggl plan and {{product name}} to get started, you must first create a connection between toggl plan and {{product name}} , allowing the two services to communicate obtain your oauth2 credentials in your toggl plan account create the connection in make obtain your oauth2 credentials in your toggl plan account before you create the connection in {{product name}} , you should first obtain your oauth2 credentials in your toggl plan account to obtain your oauth2 credentials navigate to the developer site and sign in with your toggl plan credentials click to create a new application enter your application details , including the application name if prompted, enter the callback uri https //www integromat com/oauth/cb/toggl plan copy the client id displayed on screen copy the client secret displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //developers plan toggl com/api v5 html create the connection in {{product name}} https //www make com/en/register , add the toggl plan module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your toggl plan account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page toggl plan modules after connecting to the toggl plan app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add a team member adds a specified user to a selected team within your organization create a member adds a new user to a designated workspace within your account create a milestone creates a new milestone within a specified workspace to help track project progress create a project creates a new project plan within the specified workspace create a task adds a new task to a specified project (plan) of your choice create a team adds a new team to a specified workspace get a member retrieves detailed information about a particular member in your account get a milestone retrieves detailed information about a particular milestone get a project retrieves detailed information about a particular project or plan get a task retrieves detailed information about a specific task you select get a team retrieves detailed information about a particular team, including its attributes and settings list members retrieves all members belonging to a specified workspace list projects retrieves all projects (also known as plans) associated with a selected workspace list team members retrieves a list of all members belonging to a specified team list teams retrieves all teams associated with a specified workspace make an api call executes a custom api request to the connected service using your authorized credentials remove a member removes a designated member from a selected workspace remove a milestone deletes a selected milestone from a designated workspace remove a project deletes a selected project (plan) from a designated workspace remove a task deletes a selected task from a designated workspace remove a team deletes a selected team from a designated workspace remove a team member removes a selected member from a designated team within your organization search milestones retrieves all milestones associated with a selected workspace search tasks retrieves all tasks that have a specified start date send an invitation sends an invitation email to a designated recipient’s email address update a 'ghost' member updates the information of an existing 'ghost' member in your system update a member updates the details of a selected member in your system update a milestone updates the details of a selected milestone in your project update a project updates the details of a selected project plan update a task modifies the details of a selected task update a team updates the details of a selected team watch members triggers when a new user account is added to your system watch milestones triggers when a new user account is added to your system watch tasks triggers when a new task is added to your account templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} toggl plan resources you can have access to more resources related to this app on the following links https //community make com/search?q=toggl%20plan https //toggl com/plan/ https //developers plan toggl com/api v5 html https //www make com/en/integrations/toggl plan