HomePluginsTazker – Toggl Plan and Gravity Forms

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

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.

Toggl Plan Screenshot
Toggl Plan Project Board Interface

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

Toggl Plan Wizard

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

Toggl Plan Wizard

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

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.

Toggl Plan Application Setup
Toggl Plan Connection Status

A connection status screen displays when Toggl Plan is connected

Toggl Plan Connection Status

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

Find a form. Add a “feed.”

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.

Toggl Plan option in the settings dropdown
Project settings when creating a task

Choose where to file the task

Project settings when creating a 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

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.

Task Details with the form’s merge tags
Tazker Conditional Logic

Use conditional logic to route tasks

Tazker Conditional Logic

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.

Lastly, put things on auto-pilot

Task Details with the form’s merge tags

You can now leave things alone. Whenever someone submits a support request, the task will be created for you.

Toggl Plan Task Created

Tazker Pricing

Freelancer

$44.99 / year

25-Site License

Email and Slack Support Included

All Tazker features

20% Renewal Discount

30-Day Refund Policy

Lifetime

$199 / once

100-Site License

Email and Slack Support Included

All Tazker features

20% Renewal Discount

30-Day Refund Policy

Solopreneur

$8.99 / year

1-Site License

Email and Slack Support Included

All Tazker features

20% Renewal Discount

30-Day Refund Policy

Get the Bundle, with all plugins, and save.

All Plugins. Full support.

Get Priority Support With the Bundle

Once purchased, you will have premium access and support to all of the Deluxe Plugins, as well as priority support for the free plugins.

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