3 Ways to Use the New Teamwork Projects for Google Docs Add-on

Posted

Create actionable tasks directly from meeting minutes, communication plans, feature specs, creative briefs and more with the new Teamwork Projects for Google Docs add-on.

For companies that use Google Docs to create, edit, and share files, this new add-on is going to save you a whole lot of time! With the new Teamwork Projects for Google Docs add-on, you can create tasks directly from text in a Google Doc.

It’s really simple — highlight the piece of actionable information within the body of the text, follow a couple of quick steps, and voila! Your task is created in Teamwork Projects and links back to the Google Doc it originated from. This new add-on will make sure that next steps are actioned and nothing falls through the cracks. 

Install the Teamwork Projects for Google Docs add-on

How teams make progress on plans with Teamwork Projects for Google Docs

Teamwork Projects for Google Docs helps to keep your team on the same page by creating actions directly from the idea. Here are a few ways teams put the new add-on into action:

Meeting Minutes
Love them or hate them, every team has to have meetings to re-align, make decisions, and help move work along. Use the notes from each meeting as a launchpad for actionable next steps! Create tasks directly from the meeting minutes taken in your Google Docs so your report becomes a vital part of future planning.

Product Launch Planning
We’ve seen marketing teams flesh out their product launch plan concepts in a shared Google Doc. Many marketing teams find it easier to use a simple shared document instead of complex collaboration tools. As a concept develops and actionable/deliverable ideas are generated, they quickly create a task directly from the single source of truth to ensure that next steps are clearly assigned and completed.

Feature Specs
The first phase of any new feature requires a full, high-level spec to be written and approved before any building starts. It’s common for additional research tasks to emerge during the drafting phase. Using the Google Doc add-on, you can quickly create and assign a research task to any of your team members and change them on the fly.

See the Teamwork Projects for Google Docs in action

For more information on how to get set up with the Teamwork Projects for Google Docs add-on, check out our help doc.  Be sure to check out our hints and tips help doc to help you get the most out of the add-on. If you need a hand getting started with this add-on, send an email to support@teamwork.com, and one of our support agents will be more than happy to help!

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21 Comments

Will Stratman

This is great! I’m a big Google Sheets user, though. Any ETA on adding it to Sheets as well?

Reply
Emma Ross

Hey Will,

Great to hear you’ll be using the new add-on 🙂 Google Sheets is on the way! As it needs to go through the Google review process we can’t give a definite date but would hope to have it released by the end of September! Keep an eye on the “What’s New” section in Teamwork Projects, as well as our blog for the latest updates.

Thanks,
Emma

Reply
Kerry Carron

Is there a way to copy (or open) a workbook as a Google Doc and/or open a GDoc as a Teamwork Notebook? If not, “feature request”, please!

Reply
Emma Ross

Hi Kerry,

We don’t have the functionality to copy or open Google Docs as a Teamwork Notebook and vice versa, but it is an interesting request. Can you provide some more information on why you need this feature, a use case would be great!

Thanks,
Emma

Reply
Asheya Warren

I second Kerry. Having a Google Doc in lieu of a Teamwork notebook is more beneficial for drafting and keeping everything contained. Natively editing (or at minimum viewing) docs within Teamwork would be ideal as notebooks are currently a little clunky.

Reply
Katriona O'Mahony

Hi Asheya

Thanks for your feedback – we’ve passed this onto the product team 🙂

Thanks
Katriona

Reply
Dot

I agree on the notebooks. We like to have all of our assets/collateral tucked safely in our Google Drive, and also share them with others outside our organization.

We have, however, started using the Google Drive interface in lieu of notebooks, and it seems to be working OK. I have the categories in Teamwork reflect the Google drive structure so it’s consistent and easier to find files. So they’re under files, instead of notebooks. I’ve also turned off the feature allowing direct uploads of files (will still allow screenshots into comments) to Teamwork, and require they must be in GDrive so we know all of our docs are in one place.

Hope this helps!

Reply
Katriona O'Mahony

Thanks for sharing this Dot!
It’s really useful for us to hear these use cases – I’ve passed this onto the product team.

Thanks
Katriona

Michael Kmietowicz

Another +1 for integrating Notebooks with Google Docs. One project I’m thinking of has 3 main content areas plus one “general needs” folder. It would be nice to be able to save all of these docs into one cohesive notebook.

Reply
Jeffery Patch

Pretty nifty but I wish I could see the task lists in the addon as well. Also, the commenting on the google doc feature doesn’t seem to be working. Unless I’m missing smoething…

Reply
Dot

The comments are not displaying for me either. If I open the comments for the entire doc, I can see a list of comments that each show name, date/time then “Link to your teamwork task – (https://xxxxxxx.teamwork.com/#tasks/102674)

But it doesn’t show what comment is linked to what section of text in the doc.

Thanks,
Dot

Reply
Elizabeth Eckels

THANK YOU for this udpate! +1 that this isn’t working for me, either. Pretty sure Dot is from my domain 🙂 so lmk if you also want me to send a support email, but am sure hers probably covered it. Would like to see a quick fix on this so I can more easily roll it out to my company.

Emma Ross

Hey Dot

The comments show up in the comment section in the open comments thread only (next to the blue share button top right), unfortunately, it is not possible to create in line comments with Google Add On’s just yet, but we are looking forward to Google releasing this functionality.

Hope that helps,

Emma

Reply
Joe

Interesting feature. I don’t always remember the names of task lists or the individual usernames etc. Will that functionality ever come into this addon the way it is in the chrome extension?

Reply
Emma Ross

Hi Joe,

I understand it’s hard to remember the specfic task list names. The good news is adding a task list drop-down is something the team are looking into. For now using the (bugs) or [#bugs] format is the only method of adding the task to a task list.

Thanks,
Emma

Reply
Dot

This looks like a handy new feature, instead of creating comments in doc to create a task, awesome to be able to add it right there.

+1 on the tasklist dropdown!

How about time estimate, is there a way to add that when adding the task too? For us, the ‘bare bones’ is usually What, Who, When and How Long.

Thanks,
Dot

Reply

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