Pleexy enables you to manage your Monday pulses from Google Tasks and keep them in sync so that the information is the same on both ends. With Pleexy you can:
Create Google Tasks based on pulses in Monday
Update task details
Update task status
If you want to set this up just follow these steps:
Go to your dashboard in Pleexy
Select "Create a connection"
Choose the Monday connection card
After you connect Monday as a source service, customize Pleexy’s settings to integrate Monday 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, Destination, Tasks, and Actions. This article describes your options for each.
2. Source settings
Source settings let you configure how Pleexy searches for pulses in Monday.
You can choose which Monday Boards and Groups, Pleexy will search for tasks. You can choose all of them or select specific ones.
You can also specify whether Pleexy will take Monday pulses assigned only to you or pulses assigned to anyone.
Pleexy can also ignore Monday pulses that you consider out-of-date. If you enter ‘60’ in the "and ignore not changed for ___ days" field, Pleexy will ignore Monday pulses that haven’t been updated in the last 60 days. The default is 45 days.
For example:
If you choose the Alpha Company board and Development group, plus pulses assigned only to you that have been updated within the last 30 days, Pleexy will search for tasks that meet all four requirements:
In the organization Alpha Company
+ Located in group Development
+ Assigned only to you
+ Updated within the last 30 days
Finally, you can customize which Monday pulses Pleexy should consider completed. Click the pencil icon to select which Monday status Pleexy will treat as completed:
Do not track pulses completeness: Pleexy will not assume that any tasks are completed.
Task is marked as completed in specified status column: Pleexy will assume that only tasks marked as completed in the column you specify are actually completed.
Pulse is in the last group on board: Pleexy will assume that pulses in the last group of a board are completed.
Specify which group (per board) completed pulse should be moved to: Pleexy will assume that pulses in the specified groups are completed. This option is disabled if you selected "All boards" in the Source settings.
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.
3. Task settings
Here you can define how your tasks are going to look in Google Tasks:
Task Title
Sync your tasks with the title structure that works best for you. For Monday integrations, six elements are available for titles: {name}, {group}, {board}, {assignee}, {status}, and {due_date}.
As you change your pulse title macro, Pleexy shows how your changes will look in a live example under the macro field. You can combine the macro elements however you want, as long as you get the formatting correct.
Here are some ideas:
{name} from {board} in the {group} group
{due_date} - {name}: {assignee}
Note: If you manually edit a task title in Google Tasks, Pleexy won’t update or change your edited title.
Due date
Toggle on if you would like to sync due date on both ends
Note: This option will be disabled if there is no column of type Timeline or Date with the same name across ALL the selected boards.
Details
Toggle on if you would like to sync Monday pulse descriptions in task detail in Google Tasks
Note: This option will be disabled if there is no column of type Text with the same name across ALL the selected boards.
4. Destination settings
You have two destination options:
Put all tasks in one Google Tasks list:
Create tasks from all Monday boards 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 options.
Create tasks in multiple lists in Google Tasks:
Create tasks from each Monday board in a different Google Tasks list. You can 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 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 list.
For example:
Pleexy will create tasks from a “Development” notebook in Evernote and a “Development” board in Monday in a single root list.
5. Sync Options
Sync options let you control what Pleexy will do when you change, complete, or delete pulses in Monday or tasks in Google Tasks — on both sides of the integration!
Monday to Google Tasks
Complete task
Enable the option if you want Pleexy to complete the task in Google Tasks when it's completed in Monday.
Delete task
Enable the option if you want Pleexy to delete the task in Google Tasks if it's deleted in Monday.
Note: If you selected Do not track pulses completeness in your Source settings, you will not have this option.
Google Tasks to Monday
Complete task
Enable the option if you want Pleexy to complete the task in ClickUp when it's completed in Google Tasks.
Note: If you selected Do not track pulses completeness in your Source settings, you will not have this option.
Those are your options for integrating Monday with your Google Tasks! Don’t forget to scroll down and click Save Changes when you’re finished customizing.