Why you should connect your Google Drive profile to Briefmatic
Connecting your Google Drive profile to your Briefmatic account allows you to see, reply and resolve any comments mentioning you within any of your google drive files from within Briefmatic or within the file itself if you click on the option to “Go to Item.”
How to connect your Google Drive profile to Briefmatic
To connect your google drive profile to your Briefmatic account follow these steps;
Go to the Connections tab, click on the “Connect” button on the Google Drive card and follow the prompts to authorise the connection. Briefmatic requires this approval to be able to read and write to your google drive files, to find documents with action items and to allow you to comment and resolve items from within Briefmatic.
Once the connection is enabled the syncing process will begin in the background and this may take a few minutes to complete depending on the number of comments you have been assigned.
How does the Google Drive and Briefmatic connection work?
Action In Briefmatic
Moving a task from To Do to Done
Resolves the comment in google drive
Moving a task from Done to To Do or an In-Progress state
Unresolves the comment in google drive if the comment chain was resolved
Marking a task as completed
Marking a task as completed will resolve the comment in google drive and move the task to Done in Briefmatic
Marking a task as dismissed
Marking a task as dismissed will move the task to the dismissed folder in Briefmatic but makes no changes to the comment chain in google drive
Adding a comment in Briefmatic
Adds a reply to the comment chain in both Briefmatic and google drive
Adding a due date to a task in Briefmatic
Displays the due date in the List View in Briefmatic but makes no changes to the comment chain in google drive
Changing the task title or description
Changes the task title and description in Briefmatic but makes no changes to the comment chain in google drive