Overview

Toggl Track is a time tracking platform that lets individuals and teams log billable hours, manage projects and clients, and report on how time is spent across their work. Persona's Toggl Track integration enables automated project and task management directly from your workflows — ensuring billable time tracking is set up at the right moment without manual effort.

Benefits

Automate Project Setup: Automatically create Toggl Track projects when new verification campaigns, compliance programs, or review queues are launched from Persona workflows.

Capture Billable Hours Accurately: Ensure time tracking tasks are created at the right moment so teams can log hours against the correct project from the start.

Reduce Administrative Overhead: Eliminate manual task creation for identity review work by automatically generating Toggl tasks when Persona workflow events occur.

Gain Visibility into Identity Operations: Use Toggl Track's reporting on Persona-created projects and tasks to understand how much time is being spent on verification, review, and compliance work.

Support Multiple Workspaces: List and reference workspaces dynamically so workflows automatically route project and task creation to the correct Toggl workspace.

Integration Features

Persona's Toggl Track integration enables automation across project and task management. Key capabilities include:

• List Workspaces: Retrieve all workspaces the authenticated user belongs to.
• List Projects: Return projects in a workspace with rich filtering (active/archived, billable, client, status).
• Create Project: Create new projects with name, client, billable status, color, and privacy settings.
• List Tasks: Return tasks within a project for reference and lookup.
• Create Task: Create tasks within a project with name, assignee, and estimated hours.
• Update Task: Update existing tasks' name, active status, or estimated hours.

Setting up the Toggl Track integration

Prerequisites

To set up the Toggl Track integration, ensure you have:

• A Toggl Track account (free or paid)
• Your Toggl Track API token (found in Profile Settings, at the bottom of the page)

Setting up the Toggl Track credentials

1. In the Persona Dashboard, navigate to Integrations > Marketplace and click on Toggl Track.
2. Click on Add Credential at the top of the page.
3. Enter a Nickname for Credential in the modal, along with your Toggl Track API token, and click Continue.
4. Once complete, the credential will appear in Persona and can be selected in workflows.

Using the Toggl Track integration in a workflow

1. Create a new workflow, or open an existing workflow you'd like to update.
2. Add a new action step > Integrations.
3. Select the Toggl Track integration and choose your Toggl Track credential.
4. Select the operation you want to run and map Persona data into the input fields.
5. Save and publish the workflow.

Toggl Track Operations Overview

Persona supports multiple Toggl Track API operations for managing workspaces, projects, and tasks. These actions allow you to automate project setup and task creation, ensuring time tracking is organized and ready based on Persona workflow events.

See below for a comprehensive list of available Workflow Action steps and possible configurations for the Toggl Track integration:

List Workspaces

Retrieve all workspaces the authenticated user belongs to. Use this to look up workspace IDs needed for subsequent project and task operations.

Configuration Steps:

• No configuration required.

List Projects

Return a filterable, paginated list of projects in a workspace.

Configuration Steps:

• Provide values for required fields:
  • Workspace ID
• Optionally add:
  • Active (true/false/both)
  • Since (UNIX timestamp)
  • Billable (true/false)
  • User IDs
  • Client IDs
  • Group IDs
  • Project IDs
  • Statuses
  • Name
  • Page
  • Per Page (max 200)
  • Sort Field
  • Sort Order
  • Sort Pinned First (true/false)
  • Only Mine (true/false)
  • Only Editable (true/false)
  • Only Templates (true/false)
  • Search

Create Project

Create a new project in the specified workspace.

Configuration Steps:

• Provide values for required fields:
  • Workspace ID
  • Name
• Optionally add:
  • Client ID
  • Billable (true/false)
  • Color
  • Is Private (true/false)
  • Estimated Hours
  • Active (true/false)

List Tasks

Return tasks within a specific project for reference and lookup.

Configuration Steps:

• Provide values for required fields:
  • Workspace ID
  • Project ID
• Optionally add:
  • Active (true/false)
  • Page
  • Per Page

Create Task

Create a new task within a project.

Configuration Steps:

• Provide values for required fields:
  • Workspace ID
  • Project ID
  • Name
• Optionally add:
  • Assignee User ID
  • Estimated Seconds
  • Active (true/false)

Update Task

Update an existing task's name, active status, or estimated hours.

Configuration Steps:

• Provide values for required fields:
  • Workspace ID
  • Project ID
  • Task ID
• Optionally add:
  • Name
  • Active (true/false)
  • Estimated Seconds
  • Assignee User ID

FAQs

Can I create tasks without first creating a project?

No. Tasks must belong to an existing project. Use List Projects to get a project ID, or Create Project first.

Can I create time entries from Persona?

The current integration supports project and task management. Time entry creation is not supported at this time.

Can I target multiple workspaces?

Yes. Use List Workspaces to retrieve workspace IDs and reference the appropriate one in each operation.