In this article, you\u2019ll learn about the new features that help you plan your team\u2019s capacity and work schedule so you can deliver projects profitably.<\/p>\n\n\n\n
Let\u2019s dive in.<\/p>\n\n\n\n
Toggl Track integration updates<\/strong><\/h2>\n\n\n\nIn quarter 3, the Toggl Track integration saw significant improvements<\/a> that allow you to:<\/p>\n\n\n\n\n- Sync Clients and Projects between the two tools<\/li>\n\n\n\n
- Track time from Toggl Plan<\/a> tasks without having to switch to Toggl Track<\/li>\n\n\n\n
- See a Progress overview of your project along with estimated vs. actual time tracked<\/li>\n<\/ul>\n\n\n\n
Here\u2019s what we\u2019ve updated in the last quarter.<\/p>\n\n\n\n
Renamed Plans to Projects in Toggl Plan<\/strong><\/h3>\n\n\n\nPlans are now called Projects in Toggl Plan. This cosmetic change improves clarity by ensuring Toggl Track and Toggl Plan share a common vocabulary. <\/p>\n\n\n\n
In addition, Projects can now be nested under Clients in Toggl Plan, unifying the data structure across both tools.<\/p>\n\n\n\n
This change is live on the web and mobile platforms.<\/p>\n\n\n\n
Import Clients and Projects from Toggl Track to Toggl Plan<\/strong><\/h3>\n\n\n\nAre you a Toggl Track user just starting with Toggl Plan?<\/p>\n\n\n\n
When configuring the integration, you can import all your Client and Project data from Toggl Track to Toggl Plan. No more time wasted manually duplicating data between the tools.<\/p>\n\n\n\n![\"Toggl](\"https:\/\/toggl.com\/blog\/wp-content\/uploads\/2023\/01\/toggl-plan-track-integration-options.png\")
<\/figure>\n\n\n\nThis option allows you to import all active Clients and Projects from Toggl Track. We also sync all new Clients and Projects created in either tool once the integration is enabled.<\/p>\n\n\n\n
Note that the import option is a part of the integration setup, which you can only do on the web app. Also, the Toggl Track integration is available to Team and Business plan subscribers only.<\/p>\n\n\n\n
Learn more \u2192<\/a><\/p>\n\n\n\nNavigating between synced projects<\/strong><\/h3>\n\n\n\nPreviously, you could navigate to a synced project\u2019s Detailed report<\/a> in Toggl Track from the Progress overview<\/a> in Toggl Plan. <\/p>\n\n\n\nNow, we\u2019ve also simplified navigation to the specific project in Toggl Track. <\/p>\n\n\n\n![\"Navigate](\"https:\/\/toggl.com\/blog\/wp-content\/uploads\/2023\/01\/toggl-plan-navigate-to-synced-project-1024x506.png\")
Navigate to a synced project in Toggl Track from Toggl Plan<\/figcaption><\/figure>\n\n\n\nSynced projects now have a Toggl Track icon next to the project\u2019s name in Toggl Plan. The icon also doubles up as a shortcut to open the project in Toggl Track. <\/p>\n\n\n\n
This feature is currently available on the web app only.<\/p>\n\n\n\n
Unlimited My work timeline<\/strong><\/h2>\n\n\n\nMy work<\/a> offers a clear overview of individual work plans.<\/p>\n\n\n\nPreviously, My work view focused on the current week, month, or quarter only. As a result, you couldn’t easily drag and drop to reschedule tasks for the next week, month, or quarter.<\/p>\n\n\n\n
With the new update, you can seamlessly scroll the My Work timeline, get an overview of your past and future workload, and reschedule tasks with simple drag-and-drop.<\/p>\n\n\n\n
View customizations for a better overview<\/strong><\/h2>\n\n\n\nSometimes, you just want to get the big picture without the details. <\/p>\n\n\n\n
With the new view customization features for the Timeline and Board views, you can focus on what\u2019s coming and get a bird\u2019s eye view of your team\u2019s work.<\/p>\n\n\n\n
The Timeline and Board view customizations are available for Business plan subscribers on the web app. They affect only the current view of the current user.<\/p>\n\n\n\n
Show\/hide \u2018Done\u2019 tasks on timelines<\/strong><\/h3>\n\n\n\nYou can now show or hide \u2018Done\u2019 tasks on all the timelines \u2014 Project, Team, My work, and My plans.<\/p>\n\n\n
\n![\"Show\/hide](\"https:\/\/toggl.com\/blog\/wp-content\/uploads\/2023\/01\/toggl-plan-timeline-show-hide-done-tasks-1024x583.png\")
Show\/hide ‘Done’ tasks on the Toggl plan timeline<\/figcaption><\/figure>\n<\/div>\n\n\nHiding \u2018Done\u2019 tasks reduces noise, improves focus on what’s in progress and coming up, and makes it easier to read timelines. <\/p>\n\n\n\n
You can also hide or show \u2018Done\u2019 tasks using the Cmd+H on Mac or Ctrl+H on PC.<\/p>\n\n\n\n
Show\/hide task details on boards <\/strong><\/h3>\n\n\n\nSimilarly, you can also show or hide task details on the boards.<\/p>\n\n\n
\n![\"Show\/hide](\"https:\/\/toggl.com\/blog\/wp-content\/uploads\/2023\/01\/toggl-plan-board-show-hide-task-details-1024x720.png\")
Show\/hide task details on Toggl Plan boards<\/figcaption><\/figure>\n<\/div>\n\n\nWhen hiding task details, the task preview only contains task names. This compact view gives you a better overview with more tasks visible on the board.<\/p>\n\n\n\n
You can also hide or show \u2018Done\u2019 tasks using the Cmd+B on Mac or Ctrl+B on PC.<\/p>\n\n\n\n
One-off edits to recurring tasks on mobile<\/strong><\/h2>\n\n\n\nPreviously on the mobile app, if you edited a recurring task, you edited all instances (past and future) of it. Now you can choose to edit either a single instance or all future instances of the recurring task.<\/p>\n\n\n\n
Learn more about how to add and edit recurring tasks<\/a>.<\/p>\n\n\n\n\ud83d\udcf2 Try the Toggl Plan mobile app. Get it on the Play Store<\/a> or the App store<\/a>.<\/p>\n\n\n\nOther usability improvements<\/strong><\/h2>\n\n\n\nFinally, we\u2019ve also made the following usability improvements:<\/p>\n\n\n\n
Project settings revamp<\/strong><\/h3>\n\n\n\n![\"Toggl](\"https:\/\/toggl.com\/blog\/wp-content\/uploads\/2023\/01\/toggl-plan-project-settings-1024x876.png\")
Revamped Toggl Plan project settings<\/figcaption><\/figure>\n<\/div>\n\n\nYou can now manage all your Project settings from this popup, including <\/p>\n\n\n\n
\n- Add or remove Guest users<\/a><\/li>\n\n\n\n
- Manage user access<\/li>\n\n\n\n
- (Un)favorite and (un)follow a project<\/li>\n<\/ul>\n\n\n\n
Project view top navigation bar revamp<\/strong><\/h3>\n\n\n\nWe\u2019ve reorganized and cleaned up the top navigation bar on the project timeline<\/a> and board views. As a result, you get clean, clutter-free views focused on the work to be done.<\/p>\n\n\n\nWorkspace settings revamp<\/strong><\/h3>\n\n\n\nWith the constantly improving Plan + Track integration, you\u2019ll now find it easier to configure and customize Toggl Plan to suit your needs.<\/p>\n\n\n\n
What\u2019s your favorite Toggl Plan update for this quarter?<\/strong><\/h2>\n\n\n\nReply to this Twitter post<\/a>.<\/p>\n\n\n\nAlso, don\u2019t hesitate to reach out at support@plan.toggl.com<\/a> with questions, feedback, and anything else that\u2019s on your mind.<\/p>\n\n\n\n
- \n
- Sync Clients and Projects between the two tools<\/li>\n\n\n\n
- Track time from Toggl Plan<\/a> tasks without having to switch to Toggl Track<\/li>\n\n\n\n
- See a Progress overview of your project along with estimated vs. actual time tracked<\/li>\n<\/ul>\n\n\n\n
Here\u2019s what we\u2019ve updated in the last quarter.<\/p>\n\n\n\n
Renamed Plans to Projects in Toggl Plan<\/strong><\/h3>\n\n\n\n
Plans are now called Projects in Toggl Plan. This cosmetic change improves clarity by ensuring Toggl Track and Toggl Plan share a common vocabulary. <\/p>\n\n\n\n
In addition, Projects can now be nested under Clients in Toggl Plan, unifying the data structure across both tools.<\/p>\n\n\n\n
This change is live on the web and mobile platforms.<\/p>\n\n\n\n
Import Clients and Projects from Toggl Track to Toggl Plan<\/strong><\/h3>\n\n\n\n
Are you a Toggl Track user just starting with Toggl Plan?<\/p>\n\n\n\n
When configuring the integration, you can import all your Client and Project data from Toggl Track to Toggl Plan. No more time wasted manually duplicating data between the tools.<\/p>\n\n\n\n
<\/figure>\n\n\n\nThis option allows you to import all active Clients and Projects from Toggl Track. We also sync all new Clients and Projects created in either tool once the integration is enabled.<\/p>\n\n\n\n
Note that the import option is a part of the integration setup, which you can only do on the web app. Also, the Toggl Track integration is available to Team and Business plan subscribers only.<\/p>\n\n\n\n
Learn more \u2192<\/a><\/p>\n\n\n\n
Navigating between synced projects<\/strong><\/h3>\n\n\n\n
Previously, you could navigate to a synced project\u2019s Detailed report<\/a> in Toggl Track from the Progress overview<\/a> in Toggl Plan. <\/p>\n\n\n\n
Now, we\u2019ve also simplified navigation to the specific project in Toggl Track. <\/p>\n\n\n\n
Navigate to a synced project in Toggl Track from Toggl Plan<\/figcaption><\/figure>\n\n\n\n Synced projects now have a Toggl Track icon next to the project\u2019s name in Toggl Plan. The icon also doubles up as a shortcut to open the project in Toggl Track. <\/p>\n\n\n\n
This feature is currently available on the web app only.<\/p>\n\n\n\n
Unlimited My work timeline<\/strong><\/h2>\n\n\n\n
My work<\/a> offers a clear overview of individual work plans.<\/p>\n\n\n\n
Previously, My work view focused on the current week, month, or quarter only. As a result, you couldn’t easily drag and drop to reschedule tasks for the next week, month, or quarter.<\/p>\n\n\n\n
With the new update, you can seamlessly scroll the My Work timeline, get an overview of your past and future workload, and reschedule tasks with simple drag-and-drop.<\/p>\n\n\n\n
View customizations for a better overview<\/strong><\/h2>\n\n\n\n
Sometimes, you just want to get the big picture without the details. <\/p>\n\n\n\n
With the new view customization features for the Timeline and Board views, you can focus on what\u2019s coming and get a bird\u2019s eye view of your team\u2019s work.<\/p>\n\n\n\n
The Timeline and Board view customizations are available for Business plan subscribers on the web app. They affect only the current view of the current user.<\/p>\n\n\n\n
Show\/hide \u2018Done\u2019 tasks on timelines<\/strong><\/h3>\n\n\n\n
You can now show or hide \u2018Done\u2019 tasks on all the timelines \u2014 Project, Team, My work, and My plans.<\/p>\n\n\n
\nShow\/hide ‘Done’ tasks on the Toggl plan timeline<\/figcaption><\/figure>\n<\/div>\n\n\n Hiding \u2018Done\u2019 tasks reduces noise, improves focus on what’s in progress and coming up, and makes it easier to read timelines. <\/p>\n\n\n\n
You can also hide or show \u2018Done\u2019 tasks using the Cmd+H on Mac or Ctrl+H on PC.<\/p>\n\n\n\n
Show\/hide task details on boards <\/strong><\/h3>\n\n\n\n
Similarly, you can also show or hide task details on the boards.<\/p>\n\n\n
\nShow\/hide task details on Toggl Plan boards<\/figcaption><\/figure>\n<\/div>\n\n\n When hiding task details, the task preview only contains task names. This compact view gives you a better overview with more tasks visible on the board.<\/p>\n\n\n\n
You can also hide or show \u2018Done\u2019 tasks using the Cmd+B on Mac or Ctrl+B on PC.<\/p>\n\n\n\n
One-off edits to recurring tasks on mobile<\/strong><\/h2>\n\n\n\n
Previously on the mobile app, if you edited a recurring task, you edited all instances (past and future) of it. Now you can choose to edit either a single instance or all future instances of the recurring task.<\/p>\n\n\n\n
Learn more about how to add and edit recurring tasks<\/a>.<\/p>\n\n\n\n
\ud83d\udcf2 Try the Toggl Plan mobile app. Get it on the Play Store<\/a> or the App store<\/a>.<\/p>\n\n\n\n
Other usability improvements<\/strong><\/h2>\n\n\n\n
Finally, we\u2019ve also made the following usability improvements:<\/p>\n\n\n\n
Project settings revamp<\/strong><\/h3>\n\n\n
\nRevamped Toggl Plan project settings<\/figcaption><\/figure>\n<\/div>\n\n\n You can now manage all your Project settings from this popup, including <\/p>\n\n\n\n
- \n
- Add or remove Guest users<\/a><\/li>\n\n\n\n
- Manage user access<\/li>\n\n\n\n
- (Un)favorite and (un)follow a project<\/li>\n<\/ul>\n\n\n\n
Project view top navigation bar revamp<\/strong><\/h3>\n\n\n\n
We\u2019ve reorganized and cleaned up the top navigation bar on the project timeline<\/a> and board views. As a result, you get clean, clutter-free views focused on the work to be done.<\/p>\n\n\n\n
Workspace settings revamp<\/strong><\/h3>\n\n\n\n
With the constantly improving Plan + Track integration, you\u2019ll now find it easier to configure and customize Toggl Plan to suit your needs.<\/p>\n\n\n\n
What\u2019s your favorite Toggl Plan update for this quarter?<\/strong><\/h2>\n\n\n\n
Reply to this Twitter post<\/a>.<\/p>\n\n\n\n
Also, don\u2019t hesitate to reach out at support@plan.toggl.com<\/a> with questions, feedback, and anything else that\u2019s on your mind.<\/p>\n\n\n\n
- See a Progress overview of your project along with estimated vs. actual time tracked<\/li>\n<\/ul>\n\n\n\n