Scoro for Gmail™ add-on

Scoro for Gmail™ add-on is the perfect tool if you handle a significant amount of your work via email. 

With this add-on, you can:

• Convert emails into actionable tasks within Scoro directly from your inbox
• Link emails to relevant projects and activity types, ensuring time gets billed correctly
• Log time spent on emails, ensuring it's reflected accurately in work reports
• Sync email threads into Scoro for context and add additional comments via the add-on.

By bringing task management directly to Gmail, you reduce the time spent on admin work and centralize your communication, leaving more time for billable work.

Any user on your Scoro site can install this add-on in their Gmail account.

This article will walk you through the add-on setup process and the essential actions you can take in the add-on, such as adding or linking tasks to emails, adding time entries, comments, and more.

1. Setting up the add-on

The add-on setup process consists of two steps: installing the Scoro for Gmail add-on and connecting your Scoro site with the add-on.

Step 1: Install the add-on

1. Open the Scoro for Gmail add-on page on Google Workspace Marketplace.
   Alternatively, you can go to your Gmail inbox, click the Get add-ons button on the right-side panel and search for the Scoro for Gmail add-on.
2. Click Install.
   
   
3. Select and sign into the Google account for which to install the add-on.
   
   
4. Select the access permissions for Scoro in your Gmail account and click Continue to finish the installation.
   

You'll see the following pop-up message when the add-on has been installed. 

Step 2: Connect your Scoro site

After you’ve installed the add-on, you need to connect your Scoro site with the add-on:

1. Click the Scoro icon on the right-side panel in your inbox.
   
2. Copy your Scoro site URL and paste it into the Scoro site URL field.
3. Click Continue, then click Connect.
   
4. A pop-up window will appear requesting access to your Scoro account. Tick the checkbox once you’ve read the information there and click the Allow access button.
   

After you’ve completed all the above steps, you can open an email and click the Scoro icon to use the add-on.

2. Adding a task from an email

If you want to convert the email you’ve opened to a task on your Scoro site:

1. Click the Add task button in the add-on.
2. Fill out the task details - enter the task title, select an activity type, project, and deadline, and enter the task description.
   • The Project dropdown field shows all projects in your default project list view in Scoro. If the project you want to link the task to is not available as a section, make sure it appears in your default project list view in Scoro first.
3. Tick the Include e-mail body checkbox if you’d like to add the email content to the task description.
4. Click Create task.

Once confirmed, a task will be created in Scoro with you as the assignee, and the email content added to the task description.

3. Linking a task to an email

If you already have a task in Scoro and want to link it to your email:

1. Click the Link to task button.
2. Search for the task you want to link to your email and click the Search task button.
3. Select the correct task to link to your email.

4. Managing the task via the add-on

Once there’s a task linked to the email, you can reap the full benefits of the add-on by managing key aspects of your task, such as adding a time entry, marking the task as done, and more.

4.1. Navigating to task detailed and modify views in Scoro

To open the task detailed view in Scoro, click the eye icon.

To open the task modify view in Scoro, click the pencil icon. This shortcut is handy when you need to modify the time entries and comments you’ve added via the add-on or anything else on the task.

4.2. Adding a time entry

Once you’ve done some work related to the email you’re viewing, you can add a time entry from the add-on:

1. Click the timer icon.
2. Enter the name (this is optional) for your time entry and set its duration.
3. Click Create time log.

Once added, it will appear under the Time entries section on your task in Scoro.

Time entries can be modified only in Scoro. Any changes made to the time entries and all new time entries will automatically sync from Scoro to the add-on.

4.3. Marking the task as done

Once you've completed all the work required on the task, you can click the checkmark icon in the add-on to quickly mark it as done.

Once marked, you can still navigate to the task in Scoro from the add-on, leave comments, and add time entries retrospectively.

If you need to un-mark it, go to the task modify view and untick the Done checkbox. Refresh the add-on view, and the task will be active again.

4.4. Adding a comment

You can document your progress on the task as you’re working on the email by adding comments to the task via the add-on. Simply click the comment icon, enter your comment, and click Add comment.

It will appear under the Comments section of the task in Scoro. 

All new comments and any changes made to the comments in Scoro automatically sync to the add-on.

4.5. Unlinking the task from an email

To unlink a task from an email, click the X icon. Unlinking doesn’t remove anything from what’s already on the task in Scoro. In case you need to remove any email details from the task, you must modify the task in Scoro.

You can then link it to another task or add a new one.

5. Disconnecting or uninstalling the add-on

To disconnect the Scoro for Gmail add-on from your Scoro site:

1. In your Gmail inbox, click the Scoro icon on the right-side panel.
2. Click the three-dot icon and select Disconnect.

This will remove the connection between your Scoro site and the add-on but keep the add-on. You can reconnect your site anytime.

To uninstall the Scoro for Gmail add-on:

1. In your Gmail inbox, click the Get add-ons button on the right-side panel.
2. Click on Settings > Manage apps.
   1. Alternatively, you can search for the Scoro for Gmail add-on.
3. Click Uninstall.

6. Frequently asked questions

What happens to the linked task if the task assignee changes?

The task will still be linked to your email thread, and you can continue updating your task in the add-on.

Can I modify the time entries and comments I added via the add-on?

No, you can only add new time entries and comments via the add-on but not modify them. If you need to edit them, use the pencil icon to open the task modify view and make the necessary changes.

Are email replies also synced to Scoro?

No, the new replies on the email thread don’t sync to the task Scoro. The contents of the email are added to the task description only after adding a task via the add-on.

Are the contents of the email thread also synced when linking an existing task to an email?

No, the email content is added to the task description only when adding a new task via the add-on.

Can I tag another user on my site when adding a comment via the add-on?

Tagging users in comments in the add-on is not possible at the moment.

Does Scoro for Gmail add-on support multiple entities?

No, the add-on currently doesn’t support multiple entities.

Is there a limit to how many projects or activity types are shown as selections when adding a task? 

Yes, due to technical limitations of the integration, the Activity type dropdown field in the add-on shows the first 100 active activity types in Scoro. The Project dropdown field in the add-onshows the first 100 projects in your default view in Scoro.