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.  

 

7. Finish 

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.

 

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