How do I Sync Tasks with Google Task Lists?

Updated on July 20, 2017 10:40PM by Admin

Apptivo’s Task sync will allow you to synchronize all your tasks from Apptivo to Google and Google to Apptivo.  There are several integrations between Apptivo activities, and G suite.  In addition to the Google Tasks integration, which syncs the “Task” activity types... there is also Google Calendar integration, which will sync the call log and appointment activity types.

Below we will see how to start with Google Tasks syncing.

Prerequisites for Seamless Google Tasks Integration

  1. In order to have Google Tasks Sync to work properly, you must set up your G suite with Apptivo.
  2. Ensure that you have enabled the Task sync option from Business Settings.

How does Google Tasks integrate with Apptivo online project management?

All tasks created in projects app will sync to Google Tasks with the particular project folder name; the rest of the task will be synced into ‘Apptivo’ folder.

How to create a task from Apptivo and sync to Google Tasks?

You can follow the steps below to create a task from Apptivo and sync to Google.

  1. First step is to create a Task from Apptivo.
  2. Log in to Apptivo account.
  3. Select the Business Name and click on "Business Settings" as shown in the image below:
    Business Settings
  4. Select "Sync Services" from left navigation panel and slide the "Toggle" button to "Green" color to enable the Task Sync.Task Sync
  5. In Homepage, Navigate left to create a new task.
  6. Now, Log in to your Google account, and navigate to Tasks. A new folder named “Apptivo” will be created into Google with Synced task.

Google to Apptivo

  1. Now, Create a task from Google.
  2. Your Google Task will be synced into Apptivo Task.

That’s it! You have synchronized your Google Tasks with Apptivo Tasks.