Pleexy creates tasks Microsoft To Do 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 Microsoft To Do.

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

Source settings let you configure how Pleexy searches for cards in Trello. Cards that meet the criteria will be created in Microsoft To Do. 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To focus on your most recent tasks, you can choose to ignore tasks you consider out-of-date.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 Microsoft To Do, 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, and descriptions.

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 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 Microsoft To Do, 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 Microsoft To Do and Trello.

You have two more advanced options:

  1. From Trello to Microsoft To Do: when the due date changes in Trello, change it in Microsoft To Do

  2. From Microsoft To Do to Trello: when the due date changes in Microsoft To Do, change it in Trello

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

Synchronizing Description

Toggle on Notes if you want Pleexy to show Trello card descriptions as a note in Microsoft To Do.

Synchronizing Checklist Items

You can choose to create checklist items from Trello as tasks in Microsoft To Do. Enable this option and customize how the tasks will be named.

You can also add due dates from checklist items to your tasks in Microsoft To Do and control how changes are synced between Microsoft To Do and Trello.

3. Destination settings

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

You have two destination options:

  • Put all tasks in one Microsoft To Do list: Create tasks from all Trello boards 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. Back in your Pleexy settings, click Refresh to update the list.

  • Create tasks in multiple lists in Microsoft To Do: Create tasks from each Trello board in separate Microsoft To Do lists. (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 list you select, Pleexy will use it instead of creating a new list. 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 list in Microsoft To Do.

4. Sync options

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

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

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

  • Delete task: Enable the option if you want Pleexy to delete the task in To Do 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 in To Do.

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

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

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

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