LiquidPlanner Time Tracking Integration Setup
If you use LiquidPlanner for project management, tracking time is possible with Hubstaff. To enable this, you have to set it up in your Hubstaff account.
You must connect your account in order to see tasks that are assigned to you.
Time tracked to LiquidPlanner tasks will appear under the Logged section of the task page.
Step 1
To get started, click on Settings & Policies > Integrations on the sidebar menu and ensure that you have the correct organization selected in the top-right corner. Finally, select the LiquidPlanner logo from the list of available integrations.
Step 2
Login to Liquidplanner, click on your avatar on the top right corner of the screen then click on Settings, then navigate to My API Tokens.
Click on Add New Token, name the token as “Hubstaff,” then copy the token next to Hubstaff via the Copy Token link.
Step 3
Go back to your Hubstaff web dashboard and you’ll be taken to a screen for entering the name you wish to create for the organization (this is for your reference only) as well as for entering your LiquidPlanner API token (The instructions for getting your API token are also located on this page) then click on Next.
Step 4
You’ll be taken to the Liquidplanner account selection page. Choose your Liquidplanner account from the drop-down, then click on Next.
Step 5
Next, you’ll be taken to the project selection page. You can choose to sync all existing projects, or manually choose from a list of projects you wish to connect.
Step 6
Finally, you’ll be asked to connect users to your integration. You can select/unselect all users, choose individual users, and/or automatically add new users to this integration in the future. Click Finish to complete the integration set-up.
Step 7
Each individual team member will be sent a confirmation email with a link to connect their LiquidPlanner account. Click on the Connect my LiquidPlanner account button to continue.
Each team member will be taken to the integration authorization page.
To acquire the API token, they’ll need to login to Liquidplanner, click on their avatar on the top right corner of the screen then click on Settings, then navigate to My API Tokens.
Click on Add New Token, name the token as “Hubstaff,” then copy the token next to Hubstaff via the Copy Token link.
Enter the token on the Hubstaff authorization page, then click on Connect.
After authenticating with LiquidPlanner, tasks assigned to team members should sync back to Hubstaff.
Step 8
Your integration will sync in the next 30 minutes or so. Once it has synced, any of your linked users will be able to see their assigned Podio tasks in the Hubstaff app and be able to track time to them.
Select the project name from the project list located on the left side of the app, then click the Play button next to the task name on the right-hand side. Liquidplanner supports task completion, and you can press the Mark as done button to mark the task as completed.
Depending on your time logging settings, Hubstaff will write the time tracked by your team member back to the LiquidPlanner task via the Logged section within the task page:
Tasks might not sync right away. It can take approximately 5 minutes after linking your team. Also, please keep in mind that each time you add a new project or user to your project management tool, the integration needs be refreshed in Hubstaff for those changes to take effect, then link those accordingly.
Currently, when you add a new project in the project management third-party provider, you need to access the integrations page in Hubstaff > refresh the projects list > link the new project > assign team members to the Hubstaff project that’s linked to the newly added project.
This integration supports logging time back to the integration as time entries. To learn more, click here.
Tasks can be completed outside of Hubstaff in the project management tool to have the time synced as well.
Tasks synchronized with an integration will remain in Hubstaff as a simple task if the integration is deleted.
Subtasks are not supported with this integration.
