Pleexy creates tasks in your Todoist from tasks in Asana. Pleexy can synchronize tasks and automatically mark Asana tasks as complete when you complete tasks in your Todoist.
After you connect Asana as a source service, customize Pleexy’s settings to integrate Asana and Todoist exactly the way you want. First, navigate to the page where you can change settings:
From the Pleexy dashboard, inside the Asana card, click Details.
Click Edit settings.
On this page, you can customize the connection's name. You can also adjust the settings for Source, Destination, Tasks, and Actions. This article describes your options for each.
Source settings
Source settings let you configure how Pleexy searches for tasks in Asana. Use the drop-down menus to select which Asana organizations, teams, projects, and sections Pleexy will search for tasks. You can also specify whether Pleexy will take Asana tasks assigned only to you or tasks assigned to anyone.
Pleexy can also ignore Asana tasks that you consider out-of-date. For example, if you enter ‘60’ in the "and ignore not changed for ___ days" field, Pleexy will ignore Asana tasks that haven’t been updated in the last 60 days. The default is 45 days.
Pleexy combines your settings for these six filters. For example, if you choose the Alpha Company organization, Development team, December 2018 project, and Backend section, plus tasks assigned only to you that have been updated within the last 30 days, Pleexy will search for tasks that meet all six requirements:
In the organization Alpha Company
+ Located in team Development
+ Located in project December 2018
+ Located in section Backend
+ Assigned only to you
+ Updated within the last 30 days
Destination settings
Destination settings define how Pleexy creates tasks in your Todoist. You have two destination options:
Put all tasks in one project: Create tasks from all Asana projects in the same Todoist project. Click the drop-down menu to select the Todoist project to use.
Note: If you want Pleexy to create tasks in a new Todoist project, log in to your Todoist and create the new project there. Back in your Pleexy settings, in the project drop-down menu, click Refresh to update the list of projects.
Use an individual project for each board: Create tasks from each Asana project in a different Todoist project. Click the drop-down menu to select the root Todoist project to use. Pleexy will create individual projects within the root project you select for the tasks from each Asana project.
Note: If a project with the same name already exists in the root project you select, Pleexy will use it instead of creating a new project. This way, Pleexy can combine tasks from different source services in the same project. For example, Pleexy will create tasks from a “Development” notebook in Evernote and a “Development” project in Asana in a single root project.
You can also choose to organize your Todoist projects into sections. Just enable this option and customize how sections will be named in Todoist.
Task settings
In the Task Settings, you can specify how Pleexy creates, names, and synchronizes tasks and task attributes.
Under Task title template, use macros to customize how Pleexy names your tasks. For Asana integrations, eight elements are available for task names: {title}, {project}, {workspace}, {team}, {section}, {assignee}, {due_date}, and {project_type}.
As you change your task title template, Pleexy shows how your changes will look in a live example under the template field. You can combine the macro elements however you want, as long as you get the formatting correct. Here are some ideas:
{title} from {project} in the {workspace} workspace
{due_date} - {project}: {title}
Note: If you manually edit a task title in Todoist, Pleexy won’t update or change your edited title.
Under Synchronize due date, you have four options for how Pleexy handles your changes to task due dates:
From Asana to Todoist only: when due date changes in Asana, change it in Todoist
Both in Asana and Todoist: when due date changes in one place, change it in the other
From Todoist to Asana only: when due date changes in Todoist, change it in Asana
Do not sync: do not synchronize due dates between Todoist and Asana
You can also toggle-on Add task's description to the task in Todoist if you want Pleexy to show Asana task descriptions in task comments in Todoist.
Finally, you can customize which Asana lists Pleexy should consider completed:
Do not track tasks completeness: Pleexy will not assume that any tasks are completed
Task is marked as completed: Pleexy will assume that only tasks marked are completed are actually completed
Last on the board: Pleexy will assume that tasks in the last list of a board are completed
Action settings
Action settings let you control what Pleexy will do when you change, complete, or delete tasks in Asana or Todoist—on both sides of the integration!
First, tell Pleexy what should happen in Todoist when you delete a task in Asana . Click the drop-down to select one option:
Delete corresponding task: Pleexy will delete the corresponding task in Todoist
Do not touch task: Pleexy will leave the corresponding task in Todoist
Second, tell Pleexy what should happen in Todoist when you complete a task in Asana . Click the drop-down to select one option:
Complete task: Pleexy will complete the corresponding task in Todoist
Do not touch task: Pleexy will leave the corresponding task in Todoist
Note: If you selected Do not track tasks completeness in your Destination settings, you will not have this option.
Third, specify what should happen in Asana when you complete a task in Todoist. Click the drop-down menu to select one option:
Complete card: Pleexy will complete the corresponding task in Asana
Do not touch card: Pleexy will leave the corresponding task in Asana
Note: If you selected Do not track tasks completeness in your Destination settings, you will not have this option.
Those are your options for integrating Asana with your Todoist! Don’t forget to scroll down and click Save changes when you’re finished customizing.