OneNote to Teamwork Connection - Setup and Use
Setup OneNote to send action items to Teamwork with our easy setup wizard. Then, watch TaskClone copy tasks from OneNote to Teamwork in 30 seconds.
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OneNote to Teamwork setup steps
1. Select OneNote
Click the OneNote icon to select it as your source of tasks and events.
2. Connect OneNote
Review the OneNote Authorization screen that appears, then click "Authorize" to allow TaskClone to extract action items from OneNote. Be sure you're authorizing the specific OneNote account you want to use. Click "Next" to continue.
3. Select Teamwork as your destination
Click the Teamwork icon if visible or select Teamwork using search field. Click “Next” button to save and continue.
4. Register you TaskClone Email Address
We send your tasks via email and they require our sending address be registered in their system. Our setup wizard will display your TaskClone email address which you can copy and paste into their system to complete registration. Learn more
5. Find your Teamwork Email Address
Login to Teamwork in different browser tab, locate and copy the unique email address where Teamwork will receive and process the tasks we send. Learn more.
6. Enter Destination Email for Teamwork
Paste unique email from Teamwork in the Destination Email field that appears in the TaskClone setup wizard.
Click Finish button
Let’s get cloning!
OneNote to Teamwork usage
In addition to the video below, we have detailed OneNote usage instructions summarizing all that can be done using OneNote with Teamwork.
- Changing Task App settings
- How to find your unique Teamwork email address
- How to register TaskClone email address with Teamwork
- Using Teamwork syntax to add due dates and more