Google Tasks

Google Tasks is the to-do list built into Gmail and Google Calendar. Connecting Google Tasks to Resool lets you turn a conversation into a follow-up task, such as "Call back about the invoice", in a task list you choose, with a due date and a link back to the chat. Tasks with a due date show up in Google Calendar, and the contact's panel in Resool shows when each task is completed. Workflows can create Google Tasks automatically.

#What you can do with Google Tasks

In the Inbox

• Create task in a Google Tasks list, with a description and a due date.
• See the Google Tasks created for the contact, with completed ones checked off, and open them with View in Google Tasks.

On the contact page

• The Connected apps list shows how many Google Tasks the contact has and how many are still open.

In Workflows

• The Create Google Task step creates a task with notes and a due date relative to when the step runs.

Every task includes the contact's name, email and phone and a link to the conversation.

#One Google connection for several apps

Google Tasks, Google Sheets and Google Drive share one Google connection with Gmail and Google Calendar. When you connect any of them, you sign in to Google once and all of them are connected with the same Google account. Tasks are created in that account's task lists. Disconnecting any of these cards disconnects them all.

Google Contacts is the exception: it has its own sign-in and doesn't affect the others.

#Before you begin

• You need a Google account. Tasks are created in the task lists of the connected Google account.
• In Resool, only workspace Owners and Admins can connect apps and change their settings.
• Creating tasks from the inbox needs a role that can manage contacts (Owner, Admin, Manager and Agent can by default).
• If Gmail, Google Sheets, Google Calendar or Google Drive is already connected, Google Tasks is connected too.

#How to connect Google Tasks to Resool

1. Go to Settings › Apps.
2. Open the Productivity tab and click Connect on the Google Tasks card.

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Settings › Apps, Productivity tab

The Google Tasks card with its logo, the description "Create Google Tasks from conversations and workflows, and see when they're completed." and the Connect button.

File: screenshots/google-tasks-apps-card.png

1. The Connect Google Tasks dialog shows the Google permissions and notes that one Google connection covers several Google apps. Click Continue.
2. Choose your Google account in the window that opens and allow the requested access, including access to your tasks.
3. You're returned to Resool and see Google connected.

#How to configure Google Tasks

Click Manage on the Google Tasks card to open Google Tasks settings. Under Defaults, pick the Task list new tasks go to. If you leave it on None, tasks go to My Tasks. Click Save changes to store it.

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Settings › Apps › Google Tasks › Manage

The "Google Tasks settings" side sheet with the Defaults card, its hint text and the Task list picker set to "Customer follow-ups".

File: screenshots/google-tasks-settings-sheet.png

#How to create a Google Task from a conversation

1. Open a conversation in the Inbox.
2. Click the Google Tasks icon in the right-hand sidebar.
3. Click Create task. The New Google Task form opens with the default task list filled in.
4. Optionally change the Task list.
5. Enter the Title, an optional Description and an optional Due date.
6. Click Create. You see Created in Google Tasks.

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Inbox › open a conversation › Google Tasks icon in the right sidebar

The Google Tasks panel with two tasks for the contact, one completed (checked and struck through) and one open, each with its creation date, and the Create task and View in Google Tasks buttons.

File: screenshots/google-tasks-inbox-panel.png

#How to create Google Tasks in Workflows

1. Open a workflow and click Add a step.
2. Under Tasks & docs, choose Create Google Task.
3. Set up the step:
   • Task list: leave it on Default or pick another.
   • Task name and Notes: both accept variables such as {{contact.name}}.
   • Due: No due date, Today, or 1, 3, 7, 14 or 30 days after the step runs.
4. Save and publish the workflow.

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Workflows › open a workflow › Add a step › Tasks & docs › Create Google Task

The step settings with Task list on Default, Task name "Call back {{contact.name}}", Notes filled and Due "In 1 day".

File: screenshots/google-tasks-workflow-step.png

#How to disconnect Google Tasks

1. Go to Settings › Apps and click Disconnect on the Google Tasks card.
2. Confirm in the Disconnect Google? dialog.

This disconnects the whole Google connection: Gmail, Google Sheets, Google Calendar, Google Drive and Google Tasks all stop working until you connect again. Google Contacts is not affected. Tasks already created stay in Google Tasks.

#FAQ and troubleshooting

#The panel says the Google Tasks connection expired.

This happens when your Google connection was made before Google Tasks was available, or when access was removed in Google.

What you can do:

• Ask an Owner or Admin to sign in to Google again: in Settings › Apps, click Disconnect on any Google card, then Connect and approve all the requested access. Gmail, Sheets, Calendar and Drive are disconnected for that moment too.

#Where do tasks go if I don't pick a task list?

To the list set in Google Tasks settings. If none is set, to My Tasks.

#Whose Google Tasks receive the tasks?

The connected Google account's. If your team works from one account's lists, everyone sees the tasks there and in Resool.

#Can I assign a Google Task to a teammate?

No. Google Tasks are personal to the Google account. For shared, assignable tasks, consider Asana or ClickUp.

#What's next?

• Workflow steps
• Todoist
• Google Sheets
• Getting started with apps