Create Todoist Tasks for Flagged Office 365 emails. Office 365 Outlook capability? Hi everyone, I just moved from mac/gmail to pc/outlook for work. I’ve installed the todoist outlook app locally, but was wondering if anyone is aware of a way to run todoist on the outlook web app in 365 (trying to replicate how it works in gmail). Ranked as “the best to-do list right now” by The Verge, Todoist is used by 25 million people to organize work and life and to keep tabs on all those incoming messages. Do more with Todoist on desktop and mobile: Capture and organize tasks the moment they pop into your head. Remember deadlines with due dates. Templates Kickstart your next project with Todoist templates for every occasion. Getting Started Guide Everything you need to know to get your Todoist up and running in minutes. Productivity Methods + Quiz Learn the most popular productivity methods and discover which one fits you best.
Pleexy creates tasks in your Todoist from emails with follow-up flags in your Outlook account. Pleexy can synchronize due dates and automatically remove follow-up flags from your emails when you complete tasks in your Todoist.
After you connect Outlook as a source service, use Pleexy’s customization options to integrate Outlook and Todoist exactly the way you want. First, navigate to the page where you can change settings:
From the Pleexy dashboard, inside the Outlook card, click Details.
Click Edit settings.
On this page, you can customize the connection's name. You can also adjust the settings for Source, Destination, Tasks, and Actions. Let’s walk through your options for each.
Source settings
Source means the Outlook folders where Pleexy will pick the tasks to add to your Todoist. Pleexy only takes emails marked for follow-up from your Outlook account. You have three options for which Outlook folders Pleexy will check:
Inbox only: Pleexy only checks your Outlook Inbox folder.
All folders: Pleexy checks all your Outlook folders.
Select 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Next, set a date range to tell Pleexy to ignore Outlook emails that you consider out-of-date.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
Destination settings
Destination means where Pleexy will create tasks in your Todoist. You have two destination options:
Create all tasks in one project: Create all tasks 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 folder: Create tasks from each Outlook folder 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 Outlook folder.
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” folder in Outlook and a “Development” board in Trello in a single root project.
Task settings
In the Task settings, you can specify how Pleexy will name and group tasks in your Todoist.
Under Task title template, 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 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:
From Outlook to Todoist: when due date changes in Outlook, change it in Todoist
Both in Outlook and Todoist: when due date changes in one place, change it in the other
From Todoist to Outlook: when due date changes in Todoist, change it in Outlook
Do not sync: do not synchronize due dates between emails and tasks
You can toggle-on the Set task’s priority option. With this option, Pleexy synchronizes each task’s priority in Todoist according to the corresponding email’s priority in Outlook.
And you can toggle-on Add email’s Body to the task in Todoist if you want Pleexy to add the body of your Outlook emails to task comments in Todoist.
Action settings
Action settings let you control what happens in Outlook and Todoist when you delete and complete tasks—on both sides of the integration!
First, tell Pleexy what should happen in Todoist when you delete an email in Outlook. Click the drop-down to select one option:
Delete corresponding task: Pleexy should delete the corresponding task in Todoist
Do not touch task: Pleexy should leave the corresponding task in Todoist
Second, specify what should happen in Todoist when you complete a follow-up flag in Outlook. Click the drop-down menu to select one option:
Complete corresponding 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, tell Pleexy what should happen in Outlook when you complete a task in Todoist. Click the drop-down menu to select one option:
Mark follow-up as complete: Pleexy should mark the corresponding follow-up flag as complete in Outlook
Do not touch email: Pleexy should not mark the corresponding follow-up flag as complete in Outlook
Don’t forget to scroll down and click Save changes when you’re finished customizing!
The beginning of the year is a great time to get organized.
The stress of the holidays has passed, you have a fresh page to work with, and lots of motivation to make this the year the one you get it together.
For the past five years or so, tech-savvy New Year’s resolutionists have turned to one of two popular to-do list apps for getting organized: Todoist or Wunderlist.
In 2018, that classic rivalry has become a bit more complicated.
In honor of Sunday’s “Big Game,” let’s break down the competition between these simple but refined to-do apps. We’ll compare them on price, ease-of-use, popularity, and killer features.
But first, a little news on Wunderlist…
What is (or…was) Wunderlist?
With the recent news that Microsoft has rolled out its To-Do app on Office 365, effectively graduating it from its eight-month preview phase, Wunderlist may finally be down to its final task: retiring.
This news shouldn’t come as a surprise to Wunderlist users, who have been ruefully anticipating the app’s shutdown for some time now.
Wunderlist, the beloved to-do list tool created by Berlin startup 6 Wunderkinderin 2011, was purchased by Microsoft in 2015 after cultivating a devoted following. Last spring, Microsoft announced that the assimilated Wunderlist team would be replacing their namesake app with a new app called Microsoft To-Do.
In a release, Microsoft To-Do general manager Ori Artman said “Once we are confident that we have incorporated the best of Wunderlist into Microsoft To-Do, we will retire Wunderlist.”
That was almost a year ago. But like Brett Favre between 2006 and 2010, Wunderlist has continued to play through retirement speculation.
Wunderlist hasn’t received any updates or bug fixes for several months, but it has retained its loyal users. In December, the Wunderlist team wrote that full retirement “won’t happen in the next few months and we’ll be sure to give our users plenty of notice beforehand.”
In Wunderlist blog comments, users fretted over the decision to replace Wunderlist with a Microsoft product, while Wunderlist product managers reassured them that the new app would be everything that Wunderlist ever was, and more.
A sampling of the Wunderlist team’s spin control:
- “2018 is the year of Microsoft To-Do,”
- “bigger and better features are on their way,”
- “We’re the same team behind To-Do so it’s surely not an ending, but a new beginning.”
So what does all this mean?
If you’re looking for a simple, powerful to-do app, Wunderlist used to be an obvious choice. But now that it’s going away, you might be asking yourself: should I just migrate to Microsoft To-Do, or look elsewhere?
That’s where Todoist enters the conversation.
What is Todoist?
Before Wunderlist came along and stole much of its thunder, Todoist was a phenom in the world of project management tools.
Todoist And Outlook
The app was created by Bosnian refugee Amir Salihefendic in 2007 as a way for him to organize his own projects. He eventually shared it with the world, and attracted millions of users, transforming the app from a side project into a full-on enterprise.
When Wunderlist burst onto the scene, it became the Pepsi to Todoist’s Coca-Cola. Type one into any search engine and the other will prominently feature in your results as an alternative.
Todoist Outlook Extension
Now that Wunderlist is being replaced by Microsoft To-Do, it’s time for a rematch. Let’s see how the revamped tool compares to its predecessor.
In the spirit of the Super…err, “The Big Game,” lets break this one down position by position.
Todoist vs. Microsoft To-Do
Todoist and Microsoft To-Do, two task management champions. What made them rise above the competition, and what sets them apart from each other?
First, let’s look at the standout features the apps have in common.
The similarities
- A free option. You can start using either app with nothing more than a download (you’ll need a free Microsoft account to use that app, and an email address or Facebook/Google account to use Todoist).
- Collaboration. A hallmark feature for each app is the ability to share and collaborate on your to-do lists. (Note: While collaboration was a standard feature on Wunderlist, it’s still pending on Microsoft To-Do. You can follow pending features and suggest new ones here.)
- Cross-platform functionality. You can use both apps on pretty much any device that has a touchscreen or a keyboard (well, except a Speak & Spell). Though Microsoft To-Do has apps for iOS, Windows, and Android, it doesn’t yet offer dedicated apps for tablets, Mac, or Chrome. The Microsoft team says they’re coming, though.
- Integrations. Both apps integrate with Zapier, so you can connect them to pretty much all of your other business solutions. Microsoft To-Do works with all Office 365 programs, while Todoist boasts native G Suite integration.
- Notifications and reminders. What good would a to-do app be without these, anyway?
The differences
Now that we know what makes these apps great, let’s take a look at what makes them different.
1. Price
It doesn’t cost a dime to start using Todoist or Microsoft To-Do. But, what if you want to upgrade? Here’s what you’ll get for that extra coin:
- Todoist pricing: The free basic plan is good for up to 80 active projects with five users per project. If that’s not enough, you can upgrade to 200 projects and 25 people per project (premium plan, $28.99/year). The upgraded plan adds integral features such as reminders, location-based notifications, comments, file uploads, productivity tracking, and templates.
- Microsoft To-Do pricing: It’s free. That’s all there is to it.
The takeaway: With Microsoft To-Do, what you see in the free version is what you get. With Todoist, you can expand feature functionality, but it will cost you.
2. Ease of Use
If you’re looking for a to-do list tool, I’m assuming you’re looking to streamline your business and personal lives. After all, no one ever said, “I need to get organized. Let me find the most complicated to do list tool out there.”
Both Todoist and Microsoft To-Do had this in mind when they built their apps. There’s not a lot nonsense to sift through, just open them up and start adding tasks to your list.
Especially in these early stages, Microsoft To-Do looks almost barren. Expect a bit more bling as you add tasks and the app reaches maturity. (Predecessor Wunderlist has a 5/5 ease of use rating based on more than 100 reviews in Capterra’s directory. Have you used Wunderlist? Leave your own review!)
Todoist has a 4.5/5 ease of use rating in Capterra’s directory, based on more than 80 reviews. (Have you used Todoist? Leave your own review!)
One could argue that Todoist has more features, and therefore is a tad more complicated.
The takeaway: You won’t get lost using either app, but if you were looking for one to recommend to your tech-averse grandmother, Microsoft To-Do is a little more straightforward.
3. Popularity
Todoist claims more than five million users.
If you consider that Office 365 has an install-base of more than 85 million users, Microsoft To-Do is present on more devices than Todoist (though those users aren’t necessarily using the To-Do app).
Even before it was acquired by Microsoft, Wunderlist claimed more than 13 million users.
On social media, Todoist has 35,000+ followers on Twitter and 31,000+ likes on Facebook.
Microsoft To-Do’s Twitter account is not yet active, but they do have a To-Do Help account with 2,300+ followers, and their Facebook account has 1,300+ likes. (Wunderlist has almost 68,000 Twitter followers and 76,000+ likes on Facebook.)
The takeaway: Wunderlist was the more popular option before the Microsoft acquisition, but Todoist has gained a lot of ground while Microsoft To-Do finds its feet.
Todoist Office 365
4. Features
Setting aside things like collaboration and subtasks—which were standard on Wunderlist but are still making their way over to Microsoft To-Do—each app has a standout feature that makes it unique.
For Todoist, it’s gamification. With every task you complete, you gain Karma points. You earn extra Karma when you reach personalized daily and weekly goals. When you gain enough points, you level up, moving from beginner up through “Enlightened.”
Todoist Office 365 Log
Slowly acquiring Karma in Todoist
It’s little features like this, along with inspirational quotes and quips, that make Todoist feel a little more lived in.
Microsoft To-Do’s big, head-turning feature thus far (with nearly universal praise) is its My Day view.
Microsoft To-Do’s My Day view
Todoist Office 365 Add In
From your pool of tasks in the app, you can—at the beginning of each day—pull out a few to tackle. It’s very Agile-friendly.
The takeaway: There’s no doubt about it, Todoist has a lot more to offer right now, though some of those features are locked behind the $29.99/year paywall. Microsoft To-Do, is a rock-solid, streamlined to-do app. And if My Day is any indication, it’s only going to get better.
The result
Currently, Todoist is the more established, cozy, fully-featured to-do app. You can turn completing tasks into a fun game, collaborate, set reminders, make subtasks, and attach files. To do this, all you need is enough cash for the $2.50/month price tag.
If you’re a Wunderlist power user who just can’t stand to see your reliable to-do list fade into the night, you should at least try Microsoft To-Do. Heck, you can even tweak the theme to look a little more like Wunderlist. It’s sleek and clean, the My Day feature is a game changer, and more features are on the way.
These are both simple, elegant to-do list apps, not sprawling CRMs. It’s easy to take them for a spin. I recommend trying them out yourself. Test drive each for a few days or a week, and see which one feels more comfortable.
The takeaway: If you’re used to advanced features—like collaboration, subtasks, and file attachments—opt for Todoist. Microsoft To-Do just can’t compete feature-wise at this stage in its development. Todoist also makes more sense if you’re a G Suite power user because of its native integrations.
If you’re just getting started with a to-do app and don’t know what any of these things even mean, start with Microsoft To-Do. It’s extremely simple, and completely free. It also makes more sense if you’re a devoted Office 365 user. The biggest wildcard for the Microsoft product is which new features and apps are on the way, and how long they’ll take.
How do you get organized?
Todoist Office 365 Login
We set out to help you decide whether you want to use Todoist or Microsoft To-Do to get your act together in 2018, but if you like another task management app better than these heavy hitters, drop a line in the comments below!
If reading more articles about to-do list tools is next up on your task list, check these pieces out:
Looking for Project Management software? Check out Capterra's list of the best Project Management software solutions.