Within Teamwork Projects, you can add tasks to your projects directly from Google Sheets using the Projects add-on.
The add-on can be installed directly from the G Suite Marketplace. Once you click install, you can select and authorize which Google account you want to use to install the add-on.
You will then see Teamwork Projects listed as an option in the Add-ons dropdown when you have a document open in Google Sheets.
You can also set up the add-on from within a Google Sheet. When you have a document open, click Add-ons in the horizontal menu bar and select Get add-ons from the dropdown.
In the add-ons modal, use the search field in the top right to search for Teamwork Projects.
In the results, you will see the Teamwork Projects add-on. Click the + Free button to the right to get started.
You will be asked to select which Google account you want to use the add-on with.
Once you Allow in the permission access window, you will then see a new Teamwork Projects option in the Add-Ons dropdown.
Click the Add a task option to open the Projects modal on the right hand side of your sheet. Here, you can either log into an existing Projects account, or sign up to create a new one.
Once you have entered your Projects credentials, you will also need to grant access permissions to your account for the add on.
To add a new task to your Projects site, select the Add a task option from the dropdown.
In the quickly add tasks modal, you can select a project to add the task(s) to. To add multiple tasks to the project, put 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 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
Note: When setting a start date and due date, the system will automatically use the later date entered as the due date.
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 comment for the task in the Google Sheet
To log out of your Teamwork Projects account, select your profile icon in the top right corner of the add task modal and select Log Out.
For more information, see: Using the Google Docs Add On