Pleexy, hands on: Integrate multiple task sources and boost your productivity Review

Nancy J. Delong

There are dozens of activity management and to-do record applications about, and you is not going to generally use only 1. You might decide 1 to use but have an additional as regular at get the job done, or you might want to use unique instruments for major jobs and […]

There are dozens of activity management and to-do record applications about, and you is not going to generally use only 1. You might decide 1 to use but have an additional as regular at get the job done, or you might want to use unique instruments for major jobs and personal responsibilities. If you do have a solitary favorite, you will even now usually end up possessing to deal with responsibilities inside other techniques as well, regardless of whether that’s OneNote, Project, Salesforce or GitHub. Microsoft Circulation, Zapier and IFTT all have integrations with a variety of activity management instruments, but they are inclined to provide 1-way connections for triggering steps relatively than two-way sync. 


Pleexy is uncomplicated to get started off with, but has a reasonably find record of integrations.

Graphic: Mary Branscombe / ZDNet

Pleexy promises two-way synchronisation of responsibilities and activity standing for Microsoft To Do and Todoist with a quick but expanding record of providers that deliver responsibilities: Asana, Basecamp, Evernote, Gmail, Jira, Monday, OneNote, Outlook, Trello and Zendesk (with Bitbucket, ClickUp, Confluence, GitHub, MindMeister and Salesforce promised soon). There’s no consumer to set up: you use the Pleexy internet site to established up connections to sync responsibilities. You never even have to make a new account on the assistance — just indication in with a To Do or Todoist account, authorise Pleexy to accessibility your info, and start out connecting to the other providers you use. 


Even the defaults give you richer possibilities for syncing OneNote into To Do than Microsoft features in its possess items.

Graphic: Mary Branscombe / ZDNet  

You can stick with the defaults when placing up a connection or use the friendly interface to decide unique possibilities in dropdowns for the place to seem for responsibilities, which record to put them in, how to identify responsibilities so it is really apparent the place they occur from, and what to do when they are deleted or marked as comprehensive on possibly end of the connection. For Microsoft To Do this uses the Graph To Do API, which indicates you get wealthy responsibilities including due dates, standing, labels and sub-responsibilities for intricate responsibilities from providers like Trello that have checklists (the sync possibilities are very similar for Todoist).  

The accessible possibilities range with every single activity resource: for Outlook you can use the precedence placing of email messages to make responsibilities higher precedence for Trello you can sync responsibilities centered on who they are assigned to. 


Customise how responsibilities sync, and the place you will see them.

Graphic: Mary Branscombe / ZDNet  

You can generate two connections that synchronise every five minutes devoid of possessing to pay out for Pleexy (and you can check out out more connections in the course of the limited absolutely free trial). It will be most practical for individuals who will need to link more activity resources however: the Top quality Program is $forty a 12 months (or $4 a thirty day period if you never want commit for that extensive) for unrestricted connections with constant sync. You’ll want that so you can hook up multiple sync processes, like possessing flagged paragraphs in unique OneNote notebooks, or unique Trello boards go into unique To Do lists, as well as if you have equally residence and get the job done accounts on the exact assistance that you want to consolidate. 


We like the wealthy possibilities for managing dates, labels, descriptions and two-way sync.

Graphic: Mary Branscombe / ZDNet    

Microsoft To Do is already integrated with Outlook, with flagged email messages displaying up in their possess section, but you never get extremely much handle. With the Pleexy connector, you can choose which record flagged messages are extra to, and you can customise the title of a flagged concept (including the folder it is really from or the sender, for illustration). With flagged messages showing in the record you happen to be already checking for responsibilities you generate oneself, you might notice them more: we identified we were introducing flagged email messages to the My Working day section to deal with immediately, in its place of forgetting that there was a individual check out for email messages, producing a new activity devoid of a backlink to the flagged concept, and then possessing to search for it in Outlook to tick it off at the time it was accomplished. 

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You also get the overall electronic mail concept in its place of the initial few strains and a backlink to open the relaxation of the concept in a web browser (Microsoft even now hasn’t managed to make To Do open your desktop Outlook consumer, so receiving extensive electronic mail signatures in responsibilities may be less troublesome than possessing to open several browser tabs). 

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Similarly, it is really much more practical to have OneNote flagged notes go immediately into a To Do record relatively than possessing them only surface through Outlook responsibilities that you need to then go into a distinct record. Pleexy manages to provide much richer integrations than the disappointingly primary and relatively clunky possibilities created into Microsoft To Do. 


The dashboard reveals sync options and when responsibilities final synced.

Graphic: Mary Branscombe / ZDNet 

If you only want to sync 1 or two issues, the absolutely free version of Pleexy is well really worth checking out. If you want to sync a intricate established of boards or notebooks that will need several connections, make certain that ample of the providers you will need are supported just before paying up if the kinds you will need are there, this is a handy assistance that’s equally strong and easy to use, but we might like to see a broader vary of providers on the record for the price.

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