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How to sync your custom OneNote to-dos via Pleexy
How to sync your custom OneNote to-dos via Pleexy

In this article we explain how to sync your personally created to-do tags from OneNote to your task manager

Jorge Enrique avatar
Written by Jorge Enrique
Updated over a week ago

Pleexy is a powerful integration service that enables seamless synchronization between OneNote and Todoist, Microsoft To Do, or Google Tasks. While Pleexy provides robust support for syncing OneNote tags with your preferred task manager, it's important to note that only certain predefined OneNote tags are recognized as 'to do' items.

In addition to the predefined tags, OneNote also offers the flexibility to create custom tags. However, Pleexy can only sync custom tags that are created using specific tags, and not all custom tags are compatible.

In this article, we will explore which predefined OneNote tag and which custom OneNote tags Pleexy can sync.

Syncing Predefined OneNote Tags:

Pleexy seamlessly syncs predefined OneNote tags with Todoist, allowing you to transform your notes into actionable tasks. The following predefined OneNote tags can be synced:

  • To Do

  • Discuss with person A / B / Manager

  • To Do Priority 1

  • To Do Priority 2

  • Client request

  • Schedule meeting / Call back

Pleexy will recognize these tags in your OneNote notes and automatically sync them as tasks in your connected task manager.

Syncing Custom OneNote Tags:

OneNote also offers the ability to create custom tags, allowing you to personalize your note-taking experience. However, Pleexy can only sync custom tags that are created using specific predefined tags.

To ensure that Pleexy recognizes and syncs your custom tags, it is essential to create them based on one of the following predefined tags:

  • Blue To Do icon

  • Blue Discuss with person icon

  • Blue Schedule meeting / Call back icon

  • Blue To Do Priority 1 icon

  • Yellow Discuss with person icon

  • Yellow To Do Priority 2

  • Yellow Client request icon

During the Pleexy configuration process, you can select which OneNote tags you would like to sync. If you have created a to-do item using any of the above custom tags, please note that these icons will not be visible in the list of options.

Below is a breakdown of which tag option represents which custom tag icon:

If you have any further questions or need assistance with syncing custom tags, please don't hesitate to reach out to our dedicated support team. We are here to help you maximize your productivity and task management experience with Pleexy.

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