Within Gmail, you can interact with your projects directly using the Teamwork add-on.
Once you have installed the add-on from the G-Suite marketplace, you will see the Teamwork logo in the right sidebar of your Gmail account.
When you click the icon for the first time, you will be asked to log in to your Teamwork account. You can also sign up to a new account.
Once you have logged in, you will be brought to an overview menu where you can add tasks, add task lists, and access your settings.
Adding a task
When adding a new task, you can select a project and task list to add it to. You can choose assignee(s), add tags, give the task a name and description.
By default, the task name will be populated with the subject line of the email.
You can also set estimated time, due date, priority, privacy, and include the email itself in the task.
- Estimated time format
- E.g. 01:30
- Due date format
- E.g. 2018.09.09
Note: Dates must be entered in the format yyyy.mm.dd to be processed correctly by Gmail.
At the bottom of the task modal, you can set additional options:
Attaching files to a task
Using the Gmail add-on, you can add attachments from an email to an existing task in one of your projects.
At the bottom of the modal, you can choose:
- Add e-mail as attachment - add the e-mail itself as an attachment on the task
- Add attachments - add any of the email's attachments to the selected task
Adding a task list
When adding a task list, you can select a project to add it to, a name for the list, and a description.
In the settings area, you will see the account you are currently logged in as.
You can also choose your language here, as well as access the support center, and log out.
When you are in a particular view such as the add task modal, you can use the options button (three dots) in the top right to navigate to another section.
Uninstalling the add-on
To uninstall the add-on, click the options button (three dots) in the top right corner.
For more information, see: Integration options