Task sync rules for Gmail

To start task sync you need to allow Yoxel to access tasks and then to configure the task sync rule.

Allowing Yoxel to sync tasks

---

To allow Yoxel to sync tasks you need to navigate to your Yoxel sync page (from 'My Profile' -> 'Integrations'), expand Teamwork and G Suite services, and make sure that Task sync is selected for both services. After selecting Task sync modules, click the Save button.

Configuring the task sync rule for Salesforce

---

Expand the task rule section for Teamwork:

Yoxel syncs all tasks assigned to you either bi-directionally or one-way. To enable the bi-directional sync, select “Allow updating, creating, deleting”, and to enable the one-way sync select “Prevent any modifications” option.

Configuring the task sync rule for Gmail

---

For Gmail you can enable Yoxel to sync either all your tasks, “All my tasks” option, or only those that are in project task lists, “All tasks from project task lists and” option. If you choose the second option for syncing, Yoxel creates the project task lists in your Google account and starts syncing your Teamwork tasks to them. You can also sync Google tasks directly to Teamwork task lists by creating them in those project task lists in Google.

Note, when you first activate the sync, Yoxel will sync only active tasks, those that do not have the “Completed” status.

Yoxel syncs all tasks either bi-directionally or one-way. To enable the bi-directional sync, select “Allow updating, creating, deleting”, and to enable the one-way sync select “Prevent any modifications” option.