Task settings define how Pleexy creates, names, and synchronizes tasks and task attributes.

To tell Pleexy how to name tasks in your task manager, you create a task title template using specific attributes and syntax. Attributes are specific to the service. For example, Evernote has {notebook} and {note}, and Outlook has {folder}, {from} and {subject}.

Put each attribute inside braces, like this: {name} {todo}. You can add punctuation, text, and spaces between the sets of braces to separate and organize task titles. If you forget a brace or put anything inside the braces besides an attribute name, Pleexy will display a warning to remind you.

Here are examples of task title templates that will work:

  • Use punctuation between braces: {notebook} - {note}: {todo}
  • Use spaces and text between braces: Reply to email from {sender} regarding {subject}

You can also remove attributes or put them in any order you want.

As you change your task title template, Pleexy shows how your changes will look in a live example under the template field. And if you manually edit a task title in your task manager, Pleexy won’t update or change your edited title.

When the source service supports it, Pleexy can also synchronize task due dates and priorities, and you’ll have these options:

  • Do not synchronize.
  • Update tasks in the task manager when they’re updated the source service.
  • Update tasks in the source service when they’re updated in the task manager.
  • Update tasks in both directions (the task manager and the source service).

For some source services, Pleexy can do even more! Depending on the service, your Task settings options might include:

  • Creating parent tasks to keep your to-dos organized.
  • Creating sub-tasks for checklists.
  • Adding card descriptions to tasks.

Next: 7. Action settings

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