Pleexy enables you to manage your Outlook flagged emails from Google Tasks and keep them in sync so that the information is the same on both ends. With Pleexy you can:
Creates tasks in your Google Tasks from emails with follow-up flags in your Outlook account.
Synchronize due dates and automatically remove follow-up flags from your emails when you complete tasks in your Google Tasks.
If you want to set this up just follow these steps:
Go to your dashboard in Pleexy
Select "Create a connection"
Select the Outlook connection card
Connect your account
You can then customize Pleexy’s settings to integrate Outlook and Google Tasks exactly the way you want.
1. Introduction
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.
2. Source of Tasks
Source settings let you configure how Pleexy searches for flagged emails in Outlook. You can specify the Outlook folders where Pleexy should search for flagged emails to add to your Google Tasks.
Pleexy only takes emails marked for follow-up from your Outlook account. You have two options for which Outlook folders Pleexy will check:
All folders: Pleexy checks all your Outlook folders.
Specific folders: Pleexy checks only the Outlook folders you select.
Note: If you create a new folder in Outlook, click Refresh in the drop-down menu to reload the list of folders.
Next, set a date range to tell Pleexy to ignore Outlook emails that you consider out-of-date. For example, if you enter ‘60,’ Pleexy will ignore emails marked for follow-up that haven’t been updated in the last 60 days.
Pleexy combines your settings for these two filters. For example, if you choose Inbox only and enter 30 days, Pleexy will search for emails marked for follow-up that meet both requirements:
In the Inbox folder
+ Updated less than 30 days ago
3. Task Template
In the Task template, you can specify how Pleexy creates, names, and synchronizes tasks and task attributes.
Under Task title, use macros to customize how Pleexy names your tasks. For Outlook integrations, five elements are available for task names: {subject}, {sender}, {date_received}, {due_date}, and {folder}.
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:
{subject} from {sender}, due on {due_date}
Reply to email from {sender} about {subject}
Received on {date_received}; due on {due_date}: {subject} from {sender}
Note: If you manually edit a task title in Google Tasks, Pleexy won’t update or change your edited title in Outlook.
Under Due date, you have four options for how Pleexy handles your changes to task due dates:
From Outlook to Google Tasks: when due date changes in Outlook, change it in Google Tasks
Both in Outlook and Google Tasks: when due date changes in one place, change it in the other
From Google Tasks to Outlook: when due date changes in Google Tasks, change it in Outlook
Do not sync: do not synchronize due dates between emails and tasks
You can toggle on Details if you want Pleexy to add the body of your Outlook emails to task details in Google Tasks.
4. Destination settings
Destination settings define how Pleexy creates tasks in Google Tasks.
You have two destination options:
Create all tasks in one list: Create all tasks in the same Google Tasks list. Click the drop-down menu to select the Google Tasks list to use.
Note: If you want Pleexy to create tasks in a new Google Tasks list, log in to your Google Tasks and create the new list there. Back in your Pleexy settings, in the list drop-down menu, click Refresh to update the list.
Create tasks in multiple lists in Google Tasks: Create tasks from each Outlook folder in a different Google Tasks list. (Read this article for more details about how Pleexy creates multiple lists in the destination).
Note: If a list with the same name already exists, Pleexy will use it instead of creating a new list. This way, Pleexy can combine tasks from different source services in the same list. For example, Pleexy will create tasks from a “Development” folder in Outlook and a “Development” board in Trello in a single root list.
5. Synchronization Options
Sync options let you control what happens in Outlook and Google Tasks when you delete and complete tasks—on both sides of the integration!
First, tell Pleexy what should happen in Google Tasks when you delete an email in Outlook.
Delete task: If enabled, Pleexy will delete the task in Google Tasks when it's deleted in Outlook.
Complete task: If enabled, Pleexy will mark the task as complete in Google Tasks when it's marked complete in Outlook.
Next, specify what should happen in Google Tasks when you complete a follow-up flag in Outlook.
Complete to-do: If enabled, Pleexy will mark the flagged email as complete in Outlook when it's completed in Google Tasks.
Now you know all about your options for integrating Outlook with your Google Tasks! Don’t forget to scroll down and click Save Changes when you’re finished customizing!