Within Google Docs, you can add tasks to your
projects using the Teamwork.com add-on.
The add-on can be installed via the Teamwork.com app page in the G Suite Marketplace.
You can also set up the add-on directly
within a Google Doc. When you have a document
open, click Add-ons in the horizontal
menu bar and select Get add-ons from
the dropdown menu.
In the add-ons modal, use the search field in
the top right to search for Teamwork. Click
the add-on card to open the details view. You
can then click
the Install button to get
started with the setup.
During installation, you will be asked to
select which account you want to associate
with the add-on.
Once you grant the required permission
access, you will then see the Teamwork for Google Docs option in the Add-ons dropdown when you have a
document open in Google Docs.
Click the Add a task option to open
the Teamwork.com add-on on the right-hand side of
your doc. Here, you can either log in to an
existing Teamwork.com account or sign up to create
a new one.
Once you have entered your Teamwork.com
credentials, you will also need to grant
access permissions to your account for the
add-on.
Creating tasks
To add a new task to your Teamwork.com site,
select the Add a task option from the
Teamwork.com add-on menu.
In the quickly add tasks modal, you can
select a project and task list to associate
with the task(s). To add multiple tasks at
once, enter each task on a new line.
Task properties
You can use various commands to assign
properties to the tasks, just like
when posting tasks via
email:
- (bugs) or [#bugs] - specify an existing
task list to add the task to (task list
name needs to match exactly).
- @name - assign the task
- [tomorrow] or [15/09/2019] - set the due
date
- [start date][due date] e.g. [today][next
monday] - set start and due dates
- ! - low priority
- !! - medium priority
- !!! - high priority
- #tag - add a tag to the task
If you highlight some of the text in your
Google Doc and click the Use selected text
in document option, the selected text
will be automatically added to the task
field.
Note: When setting a start date and
due date, the system will automatically use
the later date entered as the due date.
Adding subtasks
You can also add subtasks to the
parent tasks you are creating via the
add-on.
To indicate a subtask, add either a
hyphen/dash (
-) or # before the task
name.- Sub subtasks can be created by adding
double operators, i.e.
--or##before the task name. - You can keep adding deeper levels of
subtasks by increasing the quantity of
operators before a task name.
Note: Subtasks can only
be created in association with parent tasks.
You cannot solely create subtasks via the
add-on.
Once you click Save
Changes in the add-on, the tasks
and subtasks will be added to the chosen
project task list.
Options
- Attach this document link to task - the
link for the document will be added to the
description of the task.
- Add comment to Google Doc - create a
comment in the Comments section at the top of
the sheet, containing a link to the task
in Teamwork.com.
- Note: These comments will
appear after refresh.
Logging out
To log out of your Teamwork.com account,
select your profile icon in the top right of
the add-on modal and select Log
Out.
For more information, see: Using the Google Sheets
Add-on