Within Google Sheets, you can add tasks to your projects using the Teamwork add-on.
The add-on can be installed via the Teamwork app page in the G Suite Marketplace.
You can also set up the add-on from within a sheet. While viewing a document, select the Extensions option in ribbon menu. Hover over Add-ons and click Get add-ons from the pop-out 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 Sheets option in the Extensions dropdown.
Click the Add a task option to open the Teamwork add-on on the right-hand side of your sheet. Here, you can either log in to an existing Teamwork account or sign up to create a new one.
Once you have entered your Teamwork credentials, you will also need to grant access permissions to your account for the add-on.
To add a new task to your Teamwork site, select the Add a task option from the Teamwork 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.
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
- [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
Note: When setting a start date and due date, the system will automatically use the later date entered as the due date.
You can also add subtasks to the parent task(s) you are creating via the add-on.
To indicate a subtask, add either a hyphen/dash (
#before the task name.
- Sub subtasks can be created by adding
double operators, i.e.
##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.
- Attach this Sheet link to task - the link
for the sheet will be added to the
description of the task.
- Add comment to Google Sheet - create a
the Comments section at
the top of the sheet, containing a link to
the task in Teamwork.
- Note: These comments will
appear after refresh.
To log out of your Teamwork account, select your profile icon in the top right corner of the add-on modal and select Log Out.
For more information, see: Using the Google Docs Add-on