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.
Creating tasks
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.
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
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 task(s) 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 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 in
the Comments section at
the top of the sheet, containing a link to
the task in Teamwork.
- Note: These comments will
appear after refresh.
Logging out
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