A Toggl Plan and Gravity Forms Add-on to Automate Task Creation

Toggl Plan can work for you as a task mangement system if you are looking for a light-weight project management system with an intuitive UI.

With a direct integration with Gravity Forms, you can create tasks in projects right from a form entry. This can aid if you are doing plugin support, accepting wedding RSVPs, newsletter sign-ups to track follow-ups, and much more.

YouTube video — Tazker for Toggl Plan Demo

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Why choose Toggl Plan for your project?

Toggl Plan is a great project management tool geared towards freelancers and teams who need a light-weight and easy-to-use task management solution.

Please check out the official Toggl Plan overview video.

Toggl Plan Screenshot — Toggl Plan Project Board Interface

Toggl Plan is a great project management tool geared towards freelancers and teams who need a light-weight and easy-to-use task management solution.

An easy installation wizard walks you through the process of connecting Gravity Forms to Toggl Plan

tazker-toggl-plan-wizard — Toggl Plan Wizard

Gravity Forms + Toggl Plan is easy to set up and configure

The integration is easy to set up thanks to the built-in wizard.

The integration will walk you through all the steps needed to connect to Toggl Plan.

Smooth registration process

tazker-toggl-plan-application-set-up — Toggl Plan Application Setup

The wizard will walk you through creating a Toggl Plan application.

From there, you can enter your details into the Gravity Forms settings and you will be connected automatically to Toggl Plan.

tazker-toggl-plan-connection-status — Toggl Plan Connection Status

A connection status screen displays when Toggl Plan is connected

With the wizard completed, you will see a connection status and a field to enter your license.

Find a form. Add a “feed.”

tazker-form-edit-settings-dropdown — Toggl Plan option in the settings dropdown

You’ll find Toggl Plan in the settings dropdown of your support form. You’ll be directed to create a feed.

Think of a feed as an action that happens when a form is submitted.

In this case, you can create a feed for a task that will be sent to Toggl Plan.

tazker-feed-settings-example — Project settings when creating a task

Choose where to file the task

Select a team (Workspace) and drill down from there.

You can also select who should be assigned the task (or multiple assignees).

Use merge tags to create the task’s details

tazker-merge-tags-task-creation — Task Details with the form’s merge tags

Configure the task title. You can also set other variables such as when the task should start.

tazker-conditional-logic — Tazker Conditional Logic

Use conditional logic to route tasks

You can add as many feeds per form as needed. With conditional logic, you can create multiple feeds and have the task routed to the correct department.