After you connect Trello as a source service, you can customize your Trello and Todoist integration exactly the way you want. Drop-down menus allow you to select which Trello boards and lists Pleexy will search for cards. You can also specify whether Pleexy will take Trello cards assigned only to you or cards assigned to anyone. Trello is a free, flexible, and visual way to manage your projects and organize anything. Whether you’re using it for work, a side project, or even the next family vacation, Trello helps you and your team stay organized. By connecting Todoist with Trello, you’ll be able to take control of your tasks and save time by bringing it all together in one task manager. Trello and Todoist are both feature-rich, easy to use, and work well for personal and work-related tasks, but they address slightly different needs. Todoist is best for keeping track of personal productivity — day-to-day tasks that don’t require extensive collaboration. By connecting Todoist with Trello, you’ll be able to take control of your tasks and save time by bringing it all together in one task manager. This integration helps you easily create Todoist tasks from your Trello cards, so you can stay on top of what you need to get done without clicking back and forth. Add on for Trello, Basecamp and Todoist. Create Gantt charts with one single click. Choose one or even multiple projects at the same time and Ganttify does the rest. Update deadlines, milestones and time blocks right within the chart. Simply sign up and get started.

Pleexy creates tasks and sub-tasks in your Todoist from cards and checklist items in Trello. Pleexy can synchronize checklists and automatically move Trello cards to the “complete” list you specify when you complete tasks in your Todoist.

After you connect Trello as a source service, customize Pleexy’s settings to integrate Trello and Todoist exactly the way you want. First, navigate to the page where you can change settings:

1. From the Pleexy dashboard, inside the Trello card, click Details.

2. Click Edit settings.

On this page, you can customize the connection's name. You can also adjust the settings for Source, Destination, Tasks, Actions, and Checklists. Let’s walk through your options for each.

Source settings

Source settings let you configure how Pleexy searches for cards in Trello. Use the drop-down menus to select which Trello boards and lists Pleexy will search for cards. You can also specify whether Pleexy will take Trello cards assigned only to you or cards assigned to anyone.

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:

On the board Alpha Sprint

+ Located in lists Queue and In Progress

+ Assigned only to you

Destination settings

Destination settings define how Pleexy creates tasks in your Todoist. You have two destination options:

• Put all tasks in one project: Create tasks from all Trello boards in the same Todoist project. Click the drop-down menu to select the Todoist project to use.
  Note: If you want Pleexy to create tasks in a new Todoist project, log in to your Todoist and create the new project there. Back in your Pleexy settings, in the project drop-down menu, click Refresh to update the list of projects.

• Use an individual project for each board: Create tasks from each Trello board in a different Todoist project. Click the drop-down menu to select the root Todoist project to use. Pleexy will create individual projects within the root project you select for the tasks from each Trello board.
  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” board in Trello in a single root project.

Task settings

In the Task settings, you can specify how Pleexy creates, names, and synchronizes tasks and task attributes.

Under Task title template, use macros to customize how Pleexy names your tasks. 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 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:

• {card} from {list} in the {board} board

• {board} - {list}: {card}

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

Under Synchronize due date, you have four options for how Pleexy handles your changes to task due dates: Northwell font ttf free download.

1. From Trello to Todoist only: when due date changes in Trello, change it in Todoist

2. Both in Trello and Todoist: when due date changes in one place, change it in the other

3. From Todoist to Trello only: when due date changes in Todoist, change it in Trello

4. Do not sync: do not synchronize due dates between Todoist and Trello

Under Synchronize labels, you have four options for how Pleexy handles your changes to task due dates:

1. From Trello to Todoist only: when the label changes in Trello, change it in Todoist

2. Both in Trello and Todoist: when the label changes in one place, change it in the other

3. From Todoist to Trello only: when the label changes in Todoist, change it in Trello

4. Do not sync: do not synchronize labels between Todoist and Trello

You can also toggle-on Add card description as task's comment in Todoist if you want Pleexy to show Trello card descriptions in task comments in Todoist.

Finally, you can customize which Trello lists Pleexy should consider completed:

• Do not track completeness of cards: Pleexy will not assume that any cards are completed

• Last on the board: Pleexy will assume that cards in the last list of a board are completed

If you selected specific boards for Pleexy to search in your Source settings, you have the option to specify which list Pleexy will consider completed for each board

Action settings

Action settings let you control what Pleexy will do when you change, complete, or delete cards or tasks in Trello or Todoist—both sides of the integration!

First, tell Pleexy what should happen in Todoist when you delete a card in Trello. Click the drop-down to select one option:

• Delete corresponding task: Pleexy will delete the corresponding task in Todoist

• Do not touch task: Pleexy will leave the corresponding task in Todoist

Second, tell Pleexy what should happen in Todoist when you complete a card in Trello. Click the drop-down to select one option:

• Complete task: Pleexy will complete the corresponding task in Todoist

• Do not touch task: Pleexy will leave the corresponding task in Todoist

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

Third, specify what should happen in Trello when you complete a task in Todoist. Click the drop-down menu to select one option:

• Complete card: Pleexy will complete the corresponding card in Trello

• Do not touch card: Pleexy will leave the corresponding card in Trello

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

Checklist settings

For Trello integrations, you can also customize settings for Trello checklists.

Your first option is whether Pleexy should create sub-tasks for checklist items. Toggle this option on if you want Pleexy to group all checklist items from one Trello card under one task. If you toggle this option off, you can choose whether Pleexy should delete checklist items for mapped cards. Toggling this option off also removes the other options for checklist settings.

Next, you have checklist-specific Task title template settings. These follow the same rules as the general task title macros, but you can include up to five elements in task names for checklists: {item}, {checklist}, {card}, {list}, and {board}.

Next, you’ll see three more customization options for how Pleexy should handle deleted and completed checklist items.

First, tell Pleexy what should happen in Todoist when you delete a checklist item in Trello. Click the drop-down to select one option:

• Delete corresponding task: Pleexy will delete the corresponding task in Todoist

• Do not touch task: Pleexy will leave the corresponding task in Todoist

Second, specify what should happen in Todoist when you complete a checklist item in Trello. Click the drop-down menu to select one option:

• Complete task: Pleexy should mark the corresponding task as complete in Todoist

• Do not touch task: Pleexy should not mark the corresponding task as complete in Todoist

Third, specify what should happen in Trello when you complete a checklist task in Todoist. Click the drop-down menu to select one option:

• Complete item: Pleexy should mark the corresponding item as complete in Trello

• Do not touch item: Pleexy should not mark the corresponding item as complete in Trello

Those are your options for integrating Trello with your Todoist! Don’t forget to scroll down and click Save changes when you’re finished customizing.

Final update: 4/4/2021: Read about the Winner here.

Keeping track of tasks and projects that are in-progress can be a challenge. I always have a lot going on and am usually learning several new things, and while I am generally great at keeping up with things mentally, working with others requires being able to track and document progress on any number of current ventures.

To that end, I'll be reviewing Asana, Todoist, and Trello, given that these are three of the most popular project management platforms that allow collaboration and also have free versions with most functions enabled.

Project Scope

The goal is to determine which of the three platforms is the most functional for my needs. The primary requirements are as follows:

• The UI/UX must be beautiful and functional. If I'm spend time each day using the platform, it needs to be both enjoyable and efficient. Bonus points if there is an app that meets this criteria as well.
• Task and project creation, progress, and completion should be intuitive. If I have to consult a guide, it's probably not intuitive enough (although I usually do read the guides/tutorials).
• Repetitive tasks need to appear consistently, and should notify me when there are times or due dates attached. Integration with Google/iCal is highly desirable.
• Sharing with/Assigning tasks to others need to be quick and seamless.
• For personal use, a free version should be sufficient. For company use (large number of projects/tasks, file sizes, or users), paid versions with additional features are acceptable. I'd like to grow with the platform, not be forced to grow out of it by the price.

Learning new software can be a nightmare, or a pleasurable experience. Integrating software with the approaches I already take, such as scheduling certain recurring activities for specific days or times, tracking success rates, and so on will be more difficult.

If the platform is built in a way that enables users to intuitively operate within it, then the experience should be good. Since there is some risk involved and I don't want to take the chance of losing progress on valuable projects, I'll be trying each platform out for one week while adding the same daily and weekly tasks into each one, so I can assess how effective they are at the same tasks.

Challenges

There are a few hurdles for me on this project.

1. It's going to require commitment every day for a week, along with full documentation of that process for three different platforms. That is a lot of a documentation.
2. The process is detail-oriented. While I'll be assessing the overall look and feel of these apps, I want to support those feelings with specific reasons and explanations. I love attention to detail, but this one might require a real painstaking amount. Hopefully love wins out.
3. Comparing three platforms with five criteria points means I need to develop a rating system. So, before my final review, I will create a system and explain how I did it.

Research and Inspiration

Monday.com touts itself as the #1 project management platform. However, it is only available as a paid subscription, which was not something I was willing to try. (Edit: Their ads bring you to landing pages that don't list free versions, but their main site actually has one. Perhaps I'll eventually compare the eventual winner of this competition with Monday). They stack themselves up again Asana and Trello, among others, so I thought that those two might be good places to start. I had already heard of both from friends and advertisements, and I had even occasionally used Trello in the past.

Trello Todoist

So how does Monday rank them?

It looks like Trello has the initial edge, at least according to their competitor, Monday. What about Todoist? While Monday is mum on that one, Todoist is usually the first or second app that pops up in the google play store when I search for to-do list apps, and it is also one I've heard of many times before.

All three have android apps, which is sufficient for me since I do not own any Apple products, but I will research in the final version whether or not they offer support for Apple and Mac.

Some inspiration for this project came from the Flow Genome Project, which I discovered after reading Steven Kotler's The Rise of Superman. The FGP offer a 'Hedonic Calendar' that helps you focus on the activities that bring about a state of flow, peace of mind, or help you recover, and assists you in mapping these out over the course of the weeks, months, and seasons of the year.

I also felt inspiration to tackle this project because I really love being detail oriented, and this is one way to demonstrate that ability. Operations roles may require me to evaluate and select a piece of software or service for my team, and I want my prospective employers to know that I can carry out this process in a logical, detailed style full of documentation.

Pending Action Steps

Here is how the process is going to work:

Day 1 (Completed)

• Download the apps for all three platforms
• Add daily (web version) and weekly (android apps) tasks with varying recurrence rates into all three platforms
• Document this process with screenshots and notes about the ease of use
• Write a blog post to share this on Facebook and Twitter

Day 2 (Completed)

• Integrate the tasks with my Google calendar
• Write a short (2 paragraph max) blog post for each explaining how to do this (I decided to make 3 how-to videos instead and share those in a LinkedIn Article. Videos Links: Asana; Trello; Todoist)
• Mark off daily tasks as completed, documenting whether any notifications or prompts showed up and how effectively they worked

Day 3 (Completed)

• Evaluate the ease of use so far and write a brief assessment for each in a single tweet
• Schedule each of these to post at the same time over three days
• Continue using/evaluating/documenting all three apps

Day 4 (Completed)

• Identify any issues with the tasks that I've scheduled and review their solutions in tutorials, guides, etc. as needed
• Write a short blog post about the quality of these resources at each company
• Continue using/evaluating/documenting all three apps

Trello Todoist Integration

Day 5 (In Progress)

• Take screenshots of each main screen and create slideshows in a blog post to document UI/UX design
• Home
• My Tasks
• Upcoming Tasks
• Calendar or Kanban view
• Share this post to Facebook and Twitter

Day 6 (Completed)

• Start my final blog post, outlining the criteria scoring that I'll use to judge the platforms
• Add a brief writeup to the final post comparing free features, paid features, and limitations of each platform

Day 7 (Completed)

• Share this post and the final writeup on fb/twitter

Day 8 (Completed)

• Reflect on the process and what I learned as well as what skills it helped me refine and demonstrate
• Make some notes so the writing process is easier next week

Final Step (Coming Soon)

• Add a new task to the winning platform
• Label it 'TAKE A NAP' and schedule it for 1 pm the next day
• Follow through.