Create task in WebWork Time Tracker from new rows in Google Sheets
Goal: Create tasks in WebWork from new rows in Google Sheets.
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Select Your Workflow:
- Scroll down and select the Create task in WebWork Time Tracker from new rows in Google Sheets option from the suggested list.
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Set up Trigger:
- Choose a Trigger App: Google Sheets is selected automatically.
- Choose a Trigger Event: New Spreadsheet Row is selected automatically.
- Connect Your Google Sheets Account: If you haven't already connected your Google Sheets account, you'll be prompted to do so. Press Continue.
- Choose Spreadsheet: Select the Google Sheet that you want to use.
- Choose Worksheet: Select the specific worksheet within the spreadsheet and press Continue.
- Test the Trigger: Zapier will pull in a sample row from your Google Sheet to ensure everything is set up correctly. Press Test Trigger.
- Review Test Results: If Zapier finds records in your Google Sheets account and displays recent records from the specified Google Sheet, the test was successful. Press Continue With Selected Record.
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Set up Action:
Next, add an action:
- Choose Your Action App: WebWork Time Tracker is selected automatically.
- Select Your Action Event: Select Create Task, which will be the event that the Zap performs in WebWork.
- Select Your App Account: Choose the app account to use in the Zap action and press Continue.
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Set Up Your Action: Configure the data that you want to send over to your action app.
- Task ID: Select the row with Task ID.
- Task Title: Select the row with Task Title.
- Task Description: Select the row with Task Description. You can also add custom text in this field.
- Project ID: Select the row with Project ID.
- Press Continue.
If you don't have any of the mentioned data, you can skip it. You can also add custom text in the fields.
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Test and Activate:
- Test Your Action: Test your action to see if it's working as expected.
- A new task will be created after pressing Test. A new project named "Zapier" will be created with the test task, which indicates that the test was successful.
- Publish Your Zap: After you set up and test your Zap, you're ready to publish it by clicking Publish. A new project named "Zapier" will be created in WebWork.
- Transfer Existing Data: You can transfer existing data. This will take about 1 minute. And if you dont only newly created tasks will be reflected in WebWork.
By following these steps, new rows in Google Sheets are turned into tasks in WebWork seamlessly.
FAQ
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What is the data synchronization period?
If all settings are configured correctly, it will sync in real time.
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How to delete the workflow?
Navigate to Zaps page and select and delete workflow. This will not reflect the imported data but auto-syncing will end. To resume syncing you should repeat the integration process.
Happy tracking 💜🚀