Pleexy creates tasks in your Todoist from notes and to-do items in your Evernote and Evernote Business notes. Pleexy can group all the to-dos from one note under parent tasks, synchronize due dates, and automatically complete to-dos when you complete tasks in your Todoist.

After you connect Evernote as a source service, you can customize your Evernote and Todoist integration exactly the way you want. First, navigate to the page where you can change settings: 

  1. From the Pleexy dashboard, inside the Evernote card, click Details.
  2. 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. Let’s walk through your options for each.

 

Source settings

Source settings let you configure how Pleexy searches for notes and to-dos in Evernote. You have two options: Select notes with tag and from notebooks or Select notes by Evernote's advanced search condition.

Select notes with tag and from notebooks allows you to filter notes by tags, notebooks, and last update.

  • Tags: Enter the tags Pleexy should use. Pleexy will create tasks from all Evernote notes with the tags you specify.
    Note
    : You can enter as many tags as you need, but start each tag with # (for example, #project) and separate tags with one space (for example, #project #july).
  • Notebooks: Click the drop-down menu to select which Evernote notebooks Pleexy should search for to-dos. If you don’t select specific notebooks, Pleexy will search all notebooks.
  • Last update: If you want Pleexy to ignore Evernote notes that you consider out-of-date, no problem! For example, if you enter ‘60,’ Pleexy will ignore Evernote notes that haven’t been updated in the last 60 days.

Pleexy combines your settings for these three filters. For example, if you enter the tags #chore and #favor, select the notebooks Family and Neighbors, and enter 30 days, Pleexy will search for notes that meet all three requirements:

   Tagged with #chore or #favor

+ Located in notebook Family or Neighbors

+ Updated less than 30 days ago

Select notes by Evernote's advanced search condition is for expert Evernote users who use Evernote’s advanced search syntax. You can use the advanced search syntax you have set up in Evernote to tailor which notes Pleexy creates as tasks in your Todoist.

In the Source section, you can also choose to synchronize your to-dos or your notes only. If you select Notes only, Pleexy will create task in Todoist for every matching note.

If you choose to synchronize your to-dos, you can also decide whether to group your to-dos. In this case, Pleexy will group all to-dos from one note under a single parent task in your task manager. Specify how parent tasks will be named.

 

Destination settings

Destination settings define how Pleexy creates tasks in your Todoist. You have two destination options:

  • Create all tasks in one project: Create tasks from all Evernote notes 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 notebook: Create tasks from each Evernote notebook 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 Evernote 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 Evernote and a “Development” board in Trello in a single root project.

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 Evernote integrations, three elements are available for task names: {notebook}, {note}, and {todo}. 

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:

  • {todo} from {notebook}: {note}
  • {notebook} - {note}: {todo}

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

If you chose to synchronize and group your to-dos in the Source settings, you can use the {notebook} and {note} elements to create a macro for naming parent tasks under Parent task title template. Pleexy will list all todos for each notebook and note under a single parent task. For example:

     {notebook}: {note}

          To-do

          To-do

          To-do

You can also toggle-on the Synchronize labels for todos option. If you select this option, Pleexy will add tags from your notes to the task labels.

Finally, you can specify how Pleexy should synchronize labels between your notes in Evernote and your tasks in Todoist:

  • Update Todoist labels when you change Evernote labels
  • Update both Todoist labels and Evernote labels when you make a change in either service
  • Update Evernote labels when you change Todoist labels
  • Do not synchronize: Pleexy will not synchronize labels when you change them in either Evernote or Todoist

 

Action settings

Action settings let you control what Pleexy will do when you change, complete, or delete tasks in Evernote or Todoist—both sides of the integration!

First, tell Pleexy what should happen in Todoist when you delete a to-do in Evernote. 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, specify what should happen in Todoist when you complete a to-do in Evernote. Click the drop-down menu to select one option:

  • Complete corresponding task: Pleexy will mark the corresponding task as complete in Todoist
  • Do not touch task: Pleexy will not mark the corresponding task as complete in Todoist

Third, tell Pleexy what should happen in Evernote when you complete a task in Todoist. Click the drop-down menu to select one option:

  • Complete todo: Pleexy will mark the corresponding to-do as complete in Evernote
  • Do not touch todo: Pleexy will not mark the corresponding to-do as complete in Evernote

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

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