Pleexy creates tasks in your Todoist from to-do items in your OneNote notes. Pleexy can group all the to-dos from one note under parent tasks and automatically complete OneNote to-dos when you complete tasks in your Todoist.

On your dashboard, select the OneNote connection card and connect your account. You can then customize Pleexy’s settings to integrate OneNote and Todoist exactly the way you want.

On this page, you can customize the connection's name. You can also adjust the settings for Source, Task template, Destination, and Sync options. Let’s walk through your options for each.

1. Source settings 

Source settings let you configure how Pleexy searches for notes in OneNote.

You can filter notes by notebook, section, and to-do type.

  • Notebooks: Select which OneNote notebooks Pleexy should search. You can select all of them or specific ones.

  • Sections: Select which notebook sections Pleexy should search. If you don’t select specific sections, Pleexy will search all sections in the specified notebooks.

  • To-do types: Select which note types Pleexy should search. Again, if you don’t select specific types, Pleexy will include all note types in the specified notebooks and sections. Available types include:

    • To Do

    • Discuss with person

    • Discuss with manager

    • To Do Priority 1

    • To Do Priority 2

    • Client request

    • Schedule meeting/Call back

To focus on your most recent tasks, you can choose to ignore tasks you consider out-of-date. For example, if you enter ‘60’ in the "and ignore tasks older than ___ days" field, Pleexy will ignore OneNote notes that haven’t been updated in the last 60 days.

Pleexy combines your settings for these four filters.

For example, if you select the notebook Class To-Dos, select all sections, specify the types To Do Priority 1 and To Do Priority 2, and enter 30 days, Pleexy will search for notes that meet all three requirements:

  • Located in Class To-Dos notebook

  • Located in any notebook section

  • Type is To Do Priority 1 or To Do Priority 2

  • Updated less than 30 days ago


2. Task settings

In the Task template, you can specify how Pleexy creates, names, and synchronizes tasks and task attributes.

Under Task title, customize how Pleexy names your tasks in Todoist by adding text and selecting any of the given elements. For OneNote integrations, five elements are available for task names: {notebook}, {section}, {page}, {todo}, and {todo_type}.

As you change your task title template, Pleexy shows how your tasks will look in a live example above the template field. You can combine the macro elements however you want, as long as you get the formatting correct. Here are some ideas:

  • {todo} from {notebook}: {todo_type}

  • {notebook} - {section}: {todo}

Note: If you manually edit a task title in Todoist, Pleexy won’t update or change your edited title.

You can also toggle on Group tasks for each note to create to-dos from the same note under one parent task in Todoist.

Use the {notebook}, {section}, and {page} elements to specify how parent tasks will be named in Todoist.


3. Destination settings 

Destination settings define how Pleexy creates tasks in your Todoist account.

You have two destination options:

  • Create all tasks in one project: Create tasks from all OneNote notes in the same Todoist project. Click the pencil icon 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, click Refresh to update the list of projects.

  • Create multiple projects for your notebooks: Create tasks from each OneNote notebook in separate Todoist projects. Select the root Todoist project to use. Pleexy will create individual projects within the root project you select for the tasks from each OneNote notebook.
    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 OneNote and a “Development” board in Trello in a single root project.

You can choose to create sections in your Todoist projects based on your sections in OneNote. To do so, enable this option and customize how sections will be named.


4. Sync options

Sync options let you control what Pleexy will do when you change, complete, or delete tasks in OneNote or Todoist—both sides of the integration!

First, tell Pleexy what should happen in Todoist when you complete or delete a to-do in OneNote.

  • Complete task: If enabled, Pleexy will mark the task as complete in Todoist when it's marked complete in OneNote

  • Delete task: If enabled, Pleexy will delete the task in Todoist when it's deleted in OneNote

Next, tell Pleexy what should happen in OneNote when you complete a task in Todoist.

  • Complete to-do: If enabled, Pleexy will mark the to-do as complete in OneNote when it's completed in Todoist.

Now you know all about your options for integrating OneNote with your Todoist! Don’t forget to scroll down and click Save when you’re finished customizing.

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