✔
Available
on Starter, Deliver, Grow, and Scale
subscriptions 1
Within Teamwork.com, you can create a new
Google document directly from the files
area of a project.
To do this you must first enable the Google
Drive integration on your
site then enable it on the
individual project, ensuring you
select your root/top level
folder.
Note: Only site owner or site
admins will have the permissions to enable
the site integration.
Once both of these have been enabled,
navigate to the Files area of the relevant
project and click the Google
Drive option in the top
right.
If you have multiple file
integrations enabled, click File
Integrations to access Google
Drive.
In the Google Drive modal, you
will see a list of files and folders
contained within the top level folder you
have connected.
Click the Create button in the top
right of the modal to create a new Google
file or folder in this folder or one of
its subfolders.
An additional pop-up modal will open
providing you with options for the new
file.
New document file
options
- Would you like to create a new file or
folder:
- Create a new document
- Create a new folder
- Type of document to create:
- Text
- Spreadsheet
- Presentation
- Drawing
- Name of the new file
Once you have created the file it will
appear in the folder view. Select the
checkbox to the left of the file and click
the Link-in Selected
Files button in the bottom
right to link the file to your
project.
An additional modal will open allowing
you to set a category and privacy as well
as manage the Google Drive access rights for
the document.
Click Link Files in the file
options modal to add the file to the project's
Files area. You can then use the preview
option which will allow you to edit the file
directly within Teamwork.com, or choose to view on
Google Drive.
1. Also
available on legacy
subscriptions: Pro, Premium,
Enterprise.