Within Google Docs, 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 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 add-on on the right-hand side of your doc. 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
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.
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 (
#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 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
- Note: These comments will
appear after refresh.
To log out of your Teamwork 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