WORK[etc] Web App Blog

Google Docs Integration - now in Beta for all!

03
Jul
Posted by Daniel Barnett Sun, 3 Jul '11 @ 4:33 PM
That's right, we've (finally) pushed Google Docs integration through to public beta as well as  improvements to the File Attachment tool. 

Here's the low-down on everything Docs.

What is Google Docs, Why Use It?


Google Docs is a free, online word processor, spreadsheet, slide show and data storage service from Google.  With Google Docs you can create and edit these documents online, collaborate with your other team members and share with users outside your organization.

The WORKetc integration takes advantage of this by allowing you to reference and link Google Docs directly inside of WORKetc. 

For example, you could write a report in Google Docs and then within WORKetc, attach that report directly to a project.  WORKetc creates a link between the two, so that the WORKetc project will always link to the latest version of the report.

So in summary, Google Docs handles the creation of documents and WORKetc links documents to context such as customers, projects, sales leads and more.

Setting it Up


If you're already using the awesome WORKetc Gadget for Google Apps Email then you are already set up.

Otherwise, make sure you have a Google Apps Domain set up, then inside of WORKetc simply enter the domain in at Settings -> Manage My Account -> Apps Integration

Give WORKetc Access to Google Apps Account

What it Looks Like


Once you've connected your Google Apps Domain to WORKetc, you'll see the Google Docs folder structure show up inside the WORKetc files folder.  As you can see, everything is fairly straightforward, with the main association being Google Collections = WORKetc Folders:

Google Docs Collections Become WORKetc Folders

Note
:  When using Google Docs inside of WORKetc, WORKetc will always respect the permission settings you have set inside of Google Docs.  So, if it looks like a Google Docs file is not showing up inside of WORKetc, remember to check permissions first:

Check Google Docs Permissions

Using It


The WORKetc project management tool is likely the main place in WORKetc where most people will be looking to attach Google Docs files.  Again, really straightforward:

Attach a Google Docs file to a WORKetc Project

Other Changes to the File Tool

We also took this opportunity to create a bunch of new changes to the WORKetc file tool.

The "Upload New" tab now allows you to upload multiple files at once.  Select a file from your desktop, hit upload, then go straight onto selecting the next file.  Nice and fast:

Upload Several Files at One Time

You can now also browse files that you have already uploaded to WORKetc, allowing you to attach the same file to multiple activities within WORKetc:

Attach Existing Files to a WORKetc Activity

File management is easier now as well.  Simply select multiple files and choose to download the selection as a single zip file or to permanently delete a selection:

Download or Delete multiple files at once

And you can now drag and drop files between folders making managing your document structure all too easy:

Drag n Drop Files Between Folders

NOTE:  Please use support@worketc email address or the "report a bug" link inside of your account to report any issues - so that we're better able to track issues.

What we're working on this week...