If you’re looking to be more productive, keeping task management software is a great place to start. And among the many to-do list apps in the market right now,
So, if you’re wondering how to use
Wouldn’t it be nice to have
Todoist Automation with Pleexy
Pleexy isn’t like your average integration tool. Apps like Zapier and IFTTT are great for automating almost any kind of manual process in a company or your own workflow. However, there’s just one caveat: there is no two-way sync of your data by default.
Say you want to create a
Because Pleexy was built to integrate task management apps in particular, every integration links your tasks bi-directionally by default. The new task in
Currently, you can use Pleexy to connect
To start, create an account at Pleexy and choose
Convert Emails Into Tasks
If you use your email inbox as a to-do list, chances are you’ll forget some of your tasks as they get buried among other messages. Sending actionable emails to your dedicated task manager is a better way to follow through on them.
With Pleexy, you can create
The next step is to define where you can see all your emails in
- Create all tasks in one
- Create separate
Todoistprojects for each Outlook folder
If you choose the second option, you can select the parent project under which your Outlook folders will appear in
An integration isn’t complete if you can’t see all the information you need where you’re working from. The Tasks Template lets you choose what kind of details you can copy from Outlook to
Lastly, you can control what happens on either side when you complete or delete a task or email. As you can see, setting up a connection doesn’t require any developer help. Just customize the flow of information how you need it through easy drop-down menus.
Take Action on Your Notes
Note-taking apps usually have a wide range of features for capturing and organizing important information. However, when it comes to tracking action items from your notes, they might not be the best option simply because that’s not what they were designed to do.
One simple workaround is to send your notes—or to-do items from your notes— to your task manager. Pleexy lets you connect
All of the integrations in Pleexy let you customize four main settings as we discussed earlier, but the specific options vary depending on what’s available in the source application. With the
To easily identify any notes that will be carried over to
Of course, everyone has their own way of taking notes; some people create one note for each task while others have to-do items under each note. Pleexy lets you choose which of the two items from Evernote will be made into
Now that you’ve got your notes in
The Task Template lets you control how your tasks will be named in
Stay in the Loop on Team Projects
When it comes to managing short-term day-to-day tasks,
Pleexy’s Source settings for project management apps allow very granular control over which tasks you’d like to send to
Project management apps can be full of information that may be critical but not exactly important for your own personal workflow. To avoid getting distracted by other tasks your team is working on, choose the “Assigned to Me” filter and get a more focused overview of what matters to you. If the assignee changes, the task will disappear from your to-do list so you don’t have to keep thinking about it.
The last part of the Source settings lets you choose how Pleexy tracks completed tasks. Simply choose which ClickUp statuses will be used to mark tasks as done. When you complete a task in
As with the email and notes integrations, you can customize the title of your tasks in
To add any additional details, enable due dates, labels, description, and priority. You can sync due dates and labels both ways, or if you don’t want to touch anything in either app when something’s changed on the other side, choose a one-way sync instead. Pleexy also carries over any subtasks from your collaboration tools.
As previously shown, all tasks can be placed in one
If you’ve enabled tracking of task completeness, you can choose what happens on either side when you complete a task, whether you want to copy the same action on the other end or leave the task as it is. You can also choose to automatically delete tasks in
With this setup in place, you’re free to manage everything you’re responsible for right inside your personal task manager while keeping everything in sync. You can quickly start your day with a big-picture view of your work along with your personal obligations in one place, making it easier to identify which ones are top priority.
With so many aspects of life to manage, and so many choices in apps, how do we choose the right app for the right situation? Let me help, check out my Productivity Guide Task vs. Project Management: Which do you need?
Manage Support Tickets With
If your work involves any form of customer support, you’re probably familiar with Zendesk, a CRM tool that lets you keep track of customer concerns across multiple channels through a ticketing system. In Pleexy, you can set up a two-way connection between your Zendesk tickets and
To start, define the criteria for tickets that will be brought to
You can easily prioritize your tickets by adding a due date and priority level based on what was set up in Zendesk. Similar to our other connectors, you decide what happens when tasks or tickets are completed and deleted on either side. If you need help from other team members to resolve a ticket, invite them to collaborate on the
Connecting Multiple Accounts
By now you know how easy it is to integrate
Now, what if you have multiple accounts in some of the source apps you’ve connected? Easy. Just create another connection in Pleexy, select your desired account, and go through the same four steps. You can add as many accounts as you want to cover all your workspaces. You can also create multiple connections for one account if you want to have different sync rules for different projects.
Customize Your Workflow
Emails, notes, support tickets, and collaborative projects are just some of the things you can link with your personal task management software. If you want to go beyond and don’t mind setting up custom automation rules, that’s where tools like Zapier, IFTTT, and Automate.io come in handy.
With these solutions, you can create a new
Not a fan of third-party tools? Don’t worry,
Be More Productive With Automation
Todoist is fantastic at what it does—help you organize work and life and accomplish your goals. By incorporating a little automation into your workflow, you can introduce new capabilities in your favorite to-do app to make it even more powerful.
Ready to automate your task management in