Source settings let you configure how Pleexy searches for tasks in the source service. You can limit Pleexy’s search to certain boards, folders, or notebooks, or you can have Pleexy search every board, folder, or notebook for tasks. It’s up to you.

For some services, you can limit Pleexy’s search by date--for example, to ignore notes that haven’t been updated within the last 90 days. Check out our Integrations topics to see what’s possible for the services you want to connect.

Next: 5. Destination settings