Export Tasks to Google Tasks

Export Tasks to Google Tasks

Export Tasks to Google Tasks

Sharing your CRM tasks is made easy with the Export to Google Tasks feature. By exporting the selected tasks from CRM to Google Tasks, you can view and share them with other users in Google Tasks. It also helps you schedule your business tasks and keep them organised to avoid missing any task.

Availability
Permission Required
All CRM users can export tasks from the CRM to Google Apps.

Standard Task Fields Mapping

The CRM
Google Tasks
Description
Data Type
Task Owner
 
Displays the user to whom the task is assigned. This is a mandatory field.
User Name
Subject
What
Specify the subject of the task. This is a mandatory field.
Text box, alphanumeric (50)
Start Date
When: From
Specify the start date and time of the task. This is a mandatory field.
Mini Calendar
End Date
When: To
Specify the end date and time of the task. This is a mandatory field.
Mini Calendar
Recurring Activity
Not mapped
Select the checkbox if the task is a recurring activity. Also specify the Start Date, End Date, and Repeat Type.
Check box
Remind At
Not mapped
Select the checkbox to send reminder for the event.
Checkbox
Description
Text box
Description
Specify additional details about the event.


To set the default Google List

  1. In Google Apps, click on  (the Apps icon).
  2. Click More > the CRM.
    You will be redirected to the CRM.
  3. Go to Setup > Marketplace > Google > Google Apps > Tasks.
  4. Select the Google Task from the drop-down list.

  5. Click Save.
    All the tasks will be added under the specified Google Tasks List.

To add a task to Google Tasks

  1. In Google Apps, click on (the Apps icon).
  2. Click More > the CRM.
    You will be redirected to the CRM.
  3. In the Activities tab, click New Task. 
    Alternatively, click the New Task button from records such as leads, contacts, potentials.
  4. In the Create Task page, specify the event-related details.
  5. Click Save & Export to Google Tasks.
    The newly created task is saved in CRM and Google Tasks.

To add bulk tasks to Google Tasks

  1. In the Activities tab, select the check box(es) corresponding to the tasks.
  2. Click  [More icon] > Export to Google Tasks.
    The selected tasks will be exported to the default Google Task List.

Note
  • You must have the same time zone in the CRM and Google Apps.
  • Tasks are displayed in Google Tasks.
  • You cannot add the task from detail view.


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