Pleexy creates tasks and sub-tasks in your Todoist from cards and checklist items in Trello. Pleexy can synchronize task details and automatically move Trello cards to the specified “complete” list when you complete tasks in your Todoist.

On your dashboard, select the Trello connection card and connect your account. You can then customize Pleexy’s settings to integrate Trello 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 of tasks

Source settings let you configure how Pleexy searches for cards in Trello. Cards that meet the criteria will be created in Todoist. Select which Trello boards and lists Pleexy will search for tasks. You can choose all of them or select specific ones.

You can also specify whether Pleexy will sync Trello cards assigned only to you or cards assigned to anyone.

To focus on your most recent tasks, you can choose to ignore tasks you consider out-of-date.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 Trello cards that haven’t been updated in the last 60 days.

Pleexy combines your settings for these three filters. For example, if you choose the board Alpha Sprint, select the lists Queue and In Progress, and select tasks assigned only to you, Pleexy will search for cards that meet all three requirements:

  • From the board Alpha Sprint

  • Located in lists Queue and In Progress

  • Assigned only to you

Tracking Completeness of Trello Cards

Finally, you can customize how Pleexy tracks the completeness of your tasks. When a task is marked complete in Todoist, define what should happen in Trello. Click the pencil icon and select one option:

  • Do not track completeness of cards: Pleexy will not assume that any tasks are completed. If you complete a task in one place, it will not be completed on the other end.

  • Last on the board: Pleexy will assume that tasks in the last list of your Trello board/s are completed.

  • Custom list: Pleexy will store completed cards in the selected custom list.

2. Task Template

In the Task Template Settings, you can specify how Pleexy creates, names, and synchronizes tasks and task attributes like due dates, labels, descriptions, and sub-tasks.

Customizing the Task Title Template

Under Task title, customize how Pleexy names your tasks in Todoist by adding text and selecting any of the given elements. For Trello integrations, three elements are available for task names: {board}, {list}, and {card}.

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 elements however you want. Here are some ideas:

  • {card} from {list} in the {board} board

  • {board} - {list}: {card}

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

Synchronizing Due Dates and Labels

Under Due Date, toggle on the option if you want to synchronize changes to your due dates between Todoist and Trello.

You have two more advanced options:

  1. From Trello to Todoist: when the due date changes in Trello, change it in Todoist

  2. From Todoist to Trello: when the due date changes in Todoist, change it in Trello

You have the same options for how you want to synchronize labels.

Synchronizing Description

Toggle on Comment if you want Pleexy to show Trello card descriptions as task comments in Todoist.

Synchronizing Sub-tasks

Enable sub-tasks if you want Pleexy to turn checklist items from Trello into sub-tasks in Todoist. You can customize how sub-tasks are named.

You can also add due dates from checklist items to your sub-tasks in Todoist and control how changes are synced between Todoist and Trello.

3. Destination settings

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

You have two destination options:

  • Put all tasks in one Todoist project: Create tasks from all Trello boards 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 tasks in multiple projects in Todoist: Create tasks from each Trello board in a different Todoist project. Click the pencil icon to select the root Todoist project to use. Pleexy will create individual projects within the root project you select. (Read this article for more details about how Pleexy creates multiple projects in the destination).

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” board in Trello in a single root project in Todoist.

You can choose to create sections in your Todoist projects based on your lists in Trello. 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 cards or tasks in Trello or Todoist—both sides of the integration!

First, choose what should happen in Todoist when you complete or delete a card in Trello.

  • Complete task: Enable the option if you want Pleexy to complete the task in Todoist when it's completed in Trello

  • Delete task: Enable the option if you want Pleexy to delete the task in Todoist if it's deleted in Trello

Note: If you selected Do not track card completeness in your Source settings, you will not have this option.

You have the same options for checklist items.

Next, choose what should happen in Trello when you complete a task or sub-task in Todoist.

  • Complete card: Pleexy will move the card to the specified "complete" list in Trello when the task is completed in Todoist

  • Complete checklist item: Pleexy will complete the checklist item in Trello when it's completed in Todoist

Those are your options for integrating Todoist with Trello! Don’t forget to click Save when you’re finished customizing.

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