Pleexy creates tasks in your Microsoft To Do from notes and to-do items in your Evernote and Evernote Business notes. Pleexy can synchronize due dates, automatically complete to-dos when you complete tasks in your Microsoft To Do, and more!

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

On this page, you can customize the connection's name. You can also adjust the settings for Source, Tasks, 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 and to-dos in Evernote which will be converted into tasks in Microsoft To Do.

You can choose to synchronize (1) to-dos from your notes or (2) your notes only.

Pleexy searches your Evernote for to-dos or notes through either of the two methods: Pleexy or Evernote's advanced search.

If you choose the Pleexy method, you can filter your to-dos or notes by tag, notebook, and last update.

  • Tags: Select the tags Pleexy should search for in Evernote. You can select all tags or choose specific ones.

  • Notebooks: Select which Evernote notebooks Pleexy should search for to-dos or notes. You can select all notebooks or choose specific ones.

  • Last update: You can ignore tasks you consider out-of-date.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 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

Selecting notes by Evernote's advanced search is for expert Evernote users who use Evernote’s advanced search syntax. In the Search bar, just enter the advanced search syntax you have set up in Evernote to tailor which notes Pleexy creates as tasks in your Microsoft To Do.


2. Task template

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

Customizing the task title template

Under Task title, customize how Pleexy names your tasks in Microsoft To Do by adding text and selecting any of the given elements. For Evernote integrations, three elements are available for task names: {notebook}, {note}, and {todo}. If you chose to sync notes in your Source settings, you can only use {notebook} or {note} in the template.

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}: {note}

  • {notebook} - {note}: {todo}

Note: If you manually edit a task title in Microsoft To Do, Pleexy won’t change the title in Evernote.

Synchronizing due dates and labels

You can also add a due date and label/s to your tasks in Microsoft To Do. If you toggle on Due date, Pleexy will add the reminder from your Evernote note as a due date to the task in Microsoft To Do upon initial sync.

If you toggle on Labels, Pleexy will add your tags from Evernote as labels to the task in Microsoft To Do.

If you chose to sync notes in your Source settings, you can further choose how labels will be synchronized between Microsoft To Do and Evernote. When a label is updated in one place, it will be automatically updated on the other end, depending on the options you've enabled.

If you'd rather not copy due dates and labels from Evernote to Microsoft To Do, simply disable these options.


3. Destination settings

Destination settings define how Pleexy creates tasks in your Microsoft To Do.

You have two destination options:

  • Create all tasks in one list: Create tasks from all Evernote notes in the same Microsoft To Do list. Click the pencil icon to select the Microsoft To Do list to use.
    Note: If you want Pleexy to create tasks in a new Microsoft To Do list, log in to your Microsoft To Do and create the new list there. Back in your Pleexy settings, click Refresh to update the list.

  • Create tasks in multiple lists: Create tasks from each Evernote notebook in separate Microsoft To Do lists.
    Note: If an Evernote notebook has the same name as an existing list in To Do, Pleexy will use it instead of creating a new one. This way, Pleexy can combine tasks from different source services in the same list. For example, Pleexy will create tasks from a “Development” notebook in Evernote and a “Development” board in Trello in a single list in To Do.


4. Sync options

Sync options let you control what Pleexy will do when you complete or delete tasks in Evernote or Microsoft To Do—both sides of the integration!

First, tell Pleexy what should happen in Microsoft To Do when you complete or delete a to-do in Evernote.

  • Complete task: If enabled, Pleexy will mark the task as complete in To Do when it's marked complete in Evernote

  • Delete task: If enabled, Pleexy will delete the task in To Do when it's deleted in Evernote

Next, tell Pleexy what should happen in Evernote when you complete a task in Microsoft To Do.

  • Complete to-do: If enabled, Pleexy will mark the to-do as complete in Evernote when the task is completed in To Do.

Now you know all about your options for integrating Evernote with Microsoft To Do! Don’t forget to click Save when you’re finished customizing.

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