Pleexy creates tasks in your Microsoft To Do from to-do items in your OneNote notes. Any updates you make in one place are instantly synced on the other end. For example, Pleexy can automatically complete OneNote to-dos when you complete tasks in Microsoft To Do.

On your dashboard, select the OneNote connection card and connect your account. You can then customize Pleexy’s settings to integrate OneNote 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, 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To focus on your most recent tasks, you can choose to ignore tasks you consider out-of-date.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 Microsoft To Do 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 Microsoft To Do, Pleexy won’t update or change your edited title.


3. Destination settings

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

You have two destination options:

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

  • Create multiple lists for your notebooks: Create tasks from each OneNote notebook in separate Microsoft To Do lists.
    Note: If a OneNote 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 OneNote 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 change, complete, or delete tasks in OneNote or Microsoft To Do—both sides of the integration!

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

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

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

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

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

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

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