Pleexy creates tasks in Microsoft To Do from your tasks in ClickUp and keeps them up to date on both sides of the connection. For example, if you mark ClickUp tasks as complete, Pleexy will automatically complete them in Microsoft To Do — and vice versa.

On your Pleexy dashboard, select ClickUp as a source service. After authorizing Pleexy to access your ClickUp account, you can customize the connection's name.

You can customize your connection according to your preferences by adjusting the settings for Source, Task Template, Destination, and Synchronization. On the right-hand side of your screen, Pleexy will show a summary of your selected settings and a preview of how your tasks will look like in Microsoft To Do.

Let's go through your options for each of the settings.

1. Source of tasks

Source settings let you configure how Pleexy searches for tasks in ClickUp. Tasks that meet the criteria will be created in Microsoft To Do.

Select which ClickUp workspaces, spaces, folders, lists, and statuses Pleexy will search for tasks. You can choose all of them or select specific ones.

You can also specify whether Pleexy will sync ClickUp tasks assigned only to you or tasks assigned to anyone.

To focus on your most recent tasks, you can choose to ignore ClickUp tasks you consider out-of-date. For example, if you enter ‘60’ in the "and ignore tasks older than ___ days" field, Pleexy will ignore ClickUp tasks that haven’t been updated in the last 60 days.

Pleexy combines your settings for all these filters. For example, if you choose the Alpha Company workspace, Marketing space, December 2020 folder, Product Launch list, and In Progress status, plus tasks assigned only to you that have been updated within the last 30 days, Pleexy will search for tasks that meet all seven requirements:

+ In the workspace Alpha Company

+ Located in Marketing space

+ Located in December 2020 folder

+ Located in Product Launch list

+ With In Progress status

+ Assigned only to you

+ Updated within the last 30 days

Tracking Completeness of ClickUp Tasks

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 ClickUp. Click the pencil icon and select one option:

  • Do not track task completeness: 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.
  • Task is in the Closed status: Pleexy will assume that tasks in the Closed status in ClickUp are completed.
  • Custom status: Pleexy will store completed ClickUp tasks in the selected custom status.

Note: By default, the Closed status is always considered complete in ClickUp. If you select a custom status called Review, for example, and you move a task to Closed or Review in ClickUp, the task will be completed in Microsoft To Do either way. If you complete a task in Microsoft To Do, Pleexy will move the task to the Review status in ClickUp.


2. Tasks Template

In the Tasks Template Settings, you can specify how Pleexy creates, names, and synchronizes tasks and task attributes like due dates, labels, comments, priority, and subtasks.

Note: Pleexy does not sync custom fields from ClickUp at this time.

Customizing the Task Title Template

In Task title field, customize how Pleexy names your tasks in Microsoft To Do by adding text and selecting any of the given elements. For ClickUp integrations, eight elements are available for task names: task, parent task, status, list, folder, space, workspace, and assignee.

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:

  • {task} from {list} in the {workspace} workspace
  • {list} - {parent_task} : {task}

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

Synchronizing Due Dates and Labels

In the Due Date pane, toggle on the option if you want to synchronize changes to your due dates between Microsoft To Do and ClickUp.

You have two more advanced options:

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

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

Synchronizing Priority and Description

If you want to add your task’s priority from ClickUp to your tasks in Microsoft To Do, just enable the Priority option. You can also toggle on Note if you want Pleexy to show ClickUp task descriptions as notes in Microsoft To Do.

Sub-tasks from ClickUp are automatically created in Microsoft To Do. This option is enabled by default and cannot be turned off.

Note: ClickUp sub-tasks will appear as parent tasks in To Do since the To Do API does not allow the creation of sub-tasks at this time.


3. Destination

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 project: Create tasks from all ClickUp lists in the same Microsoft To Do project. Click the pencil icon in the Project in Microsoft To Do pane to select the Microsoft To Do project to use.
  • Create tasks in several projects in Microsoft To Do: Create tasks from each ClickUp list in a different Microsoft To Do project. Click the pencil icon in the Project in Microsoft To Do pane to select the root Microsoft To Do project to use. Pleexy will create individual projects within the root project you select.

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” list in ClickUp in a single root project.


4. Sync options

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

First, choose what should happen in Microsoft To Do when you complete a task in ClickUp.

  • Complete task: Enable the option if you want Pleexy to complete the corresponding task in Microsoft To Do
  • Ignore task: Disable the option if you want Pleexy to ignore the corresponding task in Microsoft To Do

Note: If you selected Do not track task completeness in your Destination settings, you will not have this option.

Second, choose what should happen in Microsoft To Do when you delete a task in ClickUp.

  • Delete task: Enable the option if you want Pleexy to delete the corresponding task in Microsoft To Do
  • Ignore task: Disable the option if you want Pleexy to ignore the corresponding task in Microsoft To Do

Third, specify what should happen in ClickUp when you complete a task in Microsoft To Do.

  • Complete task: Enable the option and Pleexy will complete the corresponding task in ClickUp by assigning it the status you selected in your Source Settings
  • Ignore task: Disable the option if you want Pleexy to ignore the corresponding task in ClickUp

Note: If you selected Do not track task completeness in your Destination settings, you will not have this option.

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

Now you can automate your task management between and Microsoft To Do and ClickUp and focus on getting real work done.

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