Pleexy creates tasks in your To Do from your to-do items in Basecamp 2 and Basecamp 3. Pleexy can synchronize due dates, and automatically complete Basecamp to-dos when you complete tasks in your To Do.
After you connect Basecamp as a source service, you can customize your Basecamp and To Do integration exactly the way you want. First, navigate to the page where you can change settings:
From the Pleexy dashboard, inside the Basecamp 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. Let’s walk through your options for each.
Source settings
Source settings let you configure how Pleexy searches for to-dos in Basecamp.
Pick to-dos allows you to filter to-dos by projects, lists, assignees, and last update.
Projects: Click the drop-down menu to select the projects Pleexy should search for to-dos. If you don't select specific projects, Pleexy will search all projects.
Lists: Click the drop-down menu to select the lists Pleexy should search for to-dos. If you didn't select a specific project from the project drop-down menu, Pleexy will search all lists.
Assigned to: Click the drop-down menu to specify whose to-dos Pleexy should search. If you don’t specify whose issues Pleexy should search, Pleexy will search for to-dos assigned to anyone.
Last update: Pleexy can ignore Basecamp to-dos that you consider out-of-date. For example, if you enter ‘60,’ Pleexy will ignore Basecamp to-dos that haven’t been updated in the last 60 days. The default is 45 days.
Pleexy combines your settings for these four filters. For example, if you select the project "Develop," select all lists in the project, specify your own to-dos, and enter 30 days, Pleexy will search for to-dos that meet all four requirements:
Located in project Develop
+ Located in any list in project Develop
+ Assigned to you
+ Updated less than 30 days ago
Destination settings
Destination settings define how Pleexy creates tasks in your To Do. You have two destination options:
Create all tasks in one project: Create tasks from all Basecamp to-dos in the same To Do project. Click the drop-down menu to select the To Do project to use.Note: If you want Pleexy to create tasks in a new To Do project, log in to your To Do 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 Basecamp project: Create tasks from each Basecamp project in a different To Do project. Click the drop-down menu to select the root To Do project to use. Pleexy will create individual To Do projects within the root project you select for the to-dos from each Basecamp project.Note: If a To Do 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” project in Basecamp 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 Basecamp integrations, eight elements are available for task names: {title}, {project_type}, {project}, {todo_list}, {creator}, {assignee}, {run_from}, and {due_on}.
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}: {due_on}
{project} - {todo_list}: {title}
Note: If you manually edit a task title in To Do, Pleexy won’t update or change your edited title.
Next, you can toggle-on two synchronization options:
Set task's due date according to to-do's due date: syncs the To Do task's due date with the due date specified for the Basecamp to-do.
Add to-do's description as a task comment in To Do: adds the description from the Basecamp to-do to the To Do task.
Action settings
Actions settings let you control what Pleexy will do when you change, complete, or delete to-dos in Basecamp or tasks in To Do — both sides of the integration!
First, tell Pleexy what should happen in To Do when you delete a to-do in Basecamp. Click the drop-down to select one option:
Delete corresponding task: Pleexy will delete the corresponding task in To Do
Do not touch task: Pleexy will leave the corresponding task in To Do
Second, specify what should happen in To Do when you complete a to-do in Basecamp. Click the drop-down menu to select one option:
Complete corresponding task: Pleexy will mark the corresponding task as complete in To Do
Do not touch task: Pleexy will not mark the corresponding task as complete in To Do
Third, tell Pleexy what should happen in Basecamp when you complete a task in To Do. Click the drop-down menu to select one option:
Complete corresponding todo: Pleexy will mark the corresponding to-do as complete in Basecamp
Do not touch todo: Pleexy will not mark the corresponding to-do as complete in Basecamp
Now you know all about your options for integrating Basecamp with your To Do! Remember to scroll down and click Save changes when you’re finished customizing.