Google Docs to Teamwork Connection - Setup and Use

Setup Google Docs to send action items to Teamwork with our easy setup wizard.  Then, watch TaskClone copy tasks from Google Docs to Teamwork in 30 seconds.

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Google Docs to Teamwork setup steps

1. Select Google Docs

Click the Google Docs icon to select it as your source of tasks and events.

 

2. Connect Google Docs

Note: Google Docs setup requires a two-step process to 1) connect your account, and 2) authorize access to specific Docs.  

Grant permission to connect TaskClone to your Google Drive/Docs account.  You will authorize access to specific Docs in a later step.  Be sure you're authorizing the specific Google Docs account you want to use. When you are returned to TaskClone, 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.  You're now connected, but there is one more step.

 

8. Authorize Individual Google Documents

Because Google Docs requires granting access to each specific Doc you want us to process, we've built a simple Google Docs Add-on to make that easy from within Google Docs.  Install our Google Docs Add-on just once (see instructions) and then use the add-on whenever you want to grant access to one or more Google Docs (see instructions). 

 

Google Docs to Teamwork usage

In addition to the video below, we have detailed Google Docs usage instructions summarizing all that can be done using Google Docs with Teamwork.

 

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