Sync Notion tasks with Todoist using Pleexy
Summary
TLDRこの動画スクリプトでは、Techのツールに関する内容を紹介しています。主にPixieがNotionをサポートし、タスク管理システムであるTodoistと同期できるようになったことを熱心に説明しています。これにより、プロジェクト管理、日誌、チームワークのさまざまなツールを一つのシステムに統合でき、作業の効率性が大幅に向上します。また、デモとして、NotionからTodoistへのタスクの同期方法を紹介し、その利便性と実用性を強調しています。
Takeaways
- 🎉 NotionとTodoistの連携が実現されたことを歓迎する。
- 🔗 PlexieがNotionからTodoistへのタスクの同期をサポートするようになった。
- 📋 複数のプロジェクト管理ツールを使用している環境下での作業フローの最適化。
- 🤖 Plexieは、Notionのタスクが更新された際にTodoistに自動的に同期してくれる。
- 🔄 同期は完全ではありませんが、主要な変更は自動的に反映される。
- 🚫 Plexieは、Notionのステータス変更(ToDo, Doing, Doneなど)をTodoistに適用できない場合がある。
- 📅 完了したタスクは、Todoistで完了した際にNotion側にも同期される。
- 🛠 Plexieの設定では、特定のプロジェクトやステータス、優先度などを選んで同期できる。
- 🔍 Plexieは数分ごとに同期を試み、問題がある場合には再試行することで頑丈性を確保する。
- 🎯 TodoistのタスクはNotionの情報を持ち、必要な情報が一目で確認できる。
- 🌐 ビデオの制作者は、Plexieのプロモーションコードを提供しており、視聴者は20%の割引を受けられる。
Q & A
Pixieがサポートを開始したアプリケーションは何ですか?
-Pixieがサポートを開始したアプリケーションはNotionです。
NotionからTodoistへのタスク同期はどのように機能しますか?
-NotionからTodoistへのタスク同期は、Notionに追加されたタスクがPixieを介してTodoistに入力され、主にそれらを同期するように設定されています。
Todoistはどのようなタスクを管理するために使用されていますか?
-Todoistは、共有タスクを管理するために使用されています。例えば、家族やパートナーと共有するdishwasherの掃除などのタスクをTodoistで管理しています。
なぜMake.comを使用してタスクを同期するのではなく、Pixieを使用する必要があるのですか?
-Make.comは基本的な同期タスク(例えば、左から右へのコピーやURLの挿入)には適していますが、2つのシステムを正確に同期させる場合、Pixieが必要になります。NotionとTodoistのようなアプリケーション間で同期を維持するには、より複雑な同期ロジックが必要であり、それがPixieの強みです。
Pixieの同期設定を設定する際に必要な手順は何ですか?
-Pixieの同期設定を設定するには、まずNotionから始め、プロジェクトとタスクの設定を使用します。次に、Todoistアカウントにログインし、Notionと接続を許可します。Pixieでは、同期するタスクやプロジェクト、同期のオプション(例えば、特定のステータスやプロジェクトからのタスクなど)を選択することができます。最後に、同期設定を保存して、バックグラウンドで同期を開始します。
Todoistでタスクを完了した際にNotion側に反映されないのはなぜですか?
-Todoistでタスクを完了すると、PixieはそのタスクをNotion側に移動することを想定していますが、Notion側では何らかのステータス変更が必要となります。例えば、Todoistでは「完了」だけをステータスとして使用している場合、Notion側では「ToDo」「Doing」「Peer Review」「Done」のような複数のステータスが存在する場合があります。そのため、Todoistの「完了」ステータスがNotion側で「Done」に反映されない場合があります。
Pixieが同期を実行する際の動作はどのようになっていますか?
-Pixieは定期的に(数分ごとに)NotionとTodoistの間で同期を試みます。Webhookを使用して即時同期を行うのではなく、定期的な同期によりより安定した動作を提供しています。同期中に問題が発生した場合、Pixieは数分後に再試行します。
NotionとTodoistを同期させることで得られる利点は何ですか?
-NotionとTodoistを同期させることで、タスク管理が効率化され、作業の追跡や計画が容易になります。また、Notionに記載されたタスクに関する情報やコメントなどの詳細を一クリックで確認できるため、作業の継続性が向上し、生産性が向上する可能性があります。
ビデオスクリプト中で言及されたiCoreフレームワークとは何ですか?
-iCoreフレームワークは、効率的な生産性を向上させるためのプロダクティブティツールであり、エンタープライズ環境からの視点からプロダクティブティを捉えています。このフレームワークは、選択したツールを最適に活用し、生産性を向上させることを目的としています。
スクリプトの最後に提供されたプロモコードは何ですか?
-スクリプトの最後に提供されたプロモコードは、Pixieを試用的に使用するための20%割引コードです。このコードを使用することで、Pixieのサービスを割引価格で試すことができます。
Outlines
🤖 導入とNotionとTodoistの連携
この段落では、Techツールに関する動画のホストが、PixieがNotionをサポートし始めたことを歓迎し、NotionからTodoistへのタスクの自動同期が実現されたことを喜んでいます。彼は過去数年間、plexieを使用してJiraからTodoistへとタスクを同期してきましたが、Notionからの同期が欠けていたため、手動で情報をコピーしていました。彼のワークフローは複雑で、Enterprise環境でのJiraやAzure DevOps、Notionでのシンプルなプロジェクト、ClickUpを使用するチームなど、複数のシステムを混在させていました。Pixieの導入により、これらのシステム間での情報を一元化することができ、脳裏から情報を解消できるようになりました。
🔧 Plexieのセットアップと使い方
この段落では、ホストはPlexieを使用してNotionからTodoistへのタスク同期を設定する方法について説明しています。Plexieのデモを通じて、NotionのタスクとプロジェクトをTodoistに同期する方法を詳しく説明しています。Plexieのセットアップには、NotionとTodoistのアカウントへの接続、同期するページの選択、タスクの同期設定、タスクテンプレートのカスタマイズ、同期オプションの設定などが必要です。ホストは、これらのステップを詳しく説明し、Plexieがどのように動作するかを示しています。
🔄 同期の制限と問題解決
この段落では、ホストはPlexie同期の制限と課題について話し、解決策を提供しています。Todoistは「完了」という一つのステータス変更のみを認識するため、ステータスを変更するだけでNotion側でも同期されないことが問題となります。また、ホストはplexieが数分ごとに自動同期を行うため、Webhookの設定がなくても問題ありません。ただし、同期が遅延する可能性があるため、手動で同期をトリガーするオプションもあります。ホストは、plexieの同期履歴を確認することで、問題をデバッグする方法も提案しています。
🎉 Plexieの利点とおすすめのプロダクティビティツール
最後の段落では、ホストはPlexieの利点を強調し、NotionとTodoistの同期がどのように助かるvotedを紹介しています。彼は、plexieが自動的にNotionのタスクをTodoistに同期し、完了したら逆に移動することを示しています。また、plexieが提供するプロダクティビティツールの選択肢についても話しており、Paperless MovementのiCoreフレームワークに関連するプロダクティビティのアプローチを推薦しています。最後に、ホストは視聴者にplexieの20%割引コードを提供し、より良い体験を提供することを願っています。
Mindmap
Keywords
💡Notion
💡Todoist
💡Plexie
💡Sync
💡Workflow
💡Enterprise
💡Google Calendar
💡Loom
💡ClickUp
💡Paperless Movement
💡iCore
Highlights
Pixie has started supporting Notion, which was a long-awaited feature for the user who has been using Plexie to sync from Jira to Todoist.
The user was missing a direct sync from Notion to Todoist, leading to manual copying of tasks between the two platforms.
Pixie's integration with Notion and Todoist helps to clear the user's brain by consolidating tasks and information from multiple sources into one system.
The user's current workflow involves multiple tools such as Jira, Azure DevOps, Notion, and Clickup, making it necessary to have a unified system for better organization.
Pixie's syncing capabilities now allow tasks added to Notion to be automatically entered into Todoist and kept in sync, resolving a major issue for the user.
The user explains the limitations of using basic syncing tools like Make.com or Zapier for complex workflow requirements.
Pixie is recommended for those who need to keep two systems aligned, as it offers more advanced syncing capabilities than simple tools.
The user demonstrates two primary workflows with Plexie: syncing from Notion to Todoist and vice versa.
For tasks that are completed in Todoist, Plexie syncs them back to Notion, but it only recognizes one status change, which can be problematic for users with complex project boards.
The user provides a step-by-step guide on setting up Plexie for syncing Notion and Todoist, emphasizing the importance of limiting access to specific pages for security.
The user discusses how to customize the task template in Todoist based on Notion's properties, such as status, priority, and due date.
The user explains the practicality of syncing tasks to Todoist's inbox and then organizing them according to personal workflow preferences.
Pixie's syncing process is not instantaneous but is designed to be robust, checking for changes every few minutes and retrying if necessary.
The user highlights the convenience of having direct links from Todoist tasks to the corresponding Notion pages, allowing for quick access to all necessary information.
The user shares a promo code for Plexie, offering a 20% discount for those interested in trying the service.
The user also mentions the iore framework from the Paperless Movement, which focuses on productivity from an enterprise perspective.
Transcripts
welcome to tools on Tech so I'm super
excited that pixie started supporting
notion I've been asking them for this
for years because I've been using plexie
to sink from jira towards todoist but
the one thing that I was really missing
is sying from notion towards todoist if
I set up a oce setup with someone and
were making tasks in there I was
constantly manually copying stuff over
from to notion towards todoist just like
I do from Lock seek towards todoist and
that all has to do with the fact that
even if I would like to be in a single
app the real world is messy I have
Enterprise environments that work with
jira with Azure devops I have people
that work for me or help me out of
simple projects in notion and I have
other teams that use clickup so getting
all that information into one system
really helps clear my brain now how does
that look this is my iore graph from the
paperless movement and this shows a bit
like how my current workflow is set up
for tools on Tech I have multiples of
these because I also work for large
Enterprises but you know I I want to
keep this simple so in my normal setup
my project management so the place where
I put the tasks to get my projects done
is in to-do list and then I have Google
Calendar for the blocks so for example
I'm working on a video today so in the G
calendar I have like a block to work and
then all the knowledge the stuff that's
in my head that I keep in Lo seek and
then sometimes when I have to work
together with people or when I want to
group stuff I move it from lseek towards
notion this is still a very manual
process I have some typee of exports
that I could use but most of the time I
just copy paste whatever I need and
there was where most of my problems
started because then I had it in Ocean
and then there were like task lists in
ocean that I needed and then I had to
copy it over towards todoist but thanks
to pixie this connection that you see
over here that means that plexie now
will get tasks that are added to my
notion and then enters them into doist
and will keep them synced at least most
of them I'll dive into that a bit later
and this is because like in the ideal
world I have to make all these tools
work together Tod do rist for example is
something where I keep tasks that I
share with my son task that I share with
my partner and that means that there's
like one place one single source of
truth that tells us if the dishwasher
needs to be cleaned out yes I keep that
in a task list don't you so why flickie
why not just make something in make.com
for example and I've tried but syncing
is hard like the basic things copying
thing from left to right putting a URL
in there
easy
enough but I also hit a lot of things
there for example notion tells me when
something is updated there's like a date
time field but todoist doesn't so how do
I know that I need to copy stuff from
todoist towards notion or back that's
hard that takes a lot of time and if I
just take the time that I spent just
trying to get this to work in make.com
that already pays for the next couple of
years for plexie for me so yes you could
and if you have a very simple use case
then make.com or zapier would be fun
fine but if you want anything that
actually resembles keeping two things
aligned then plexie is your way to go so
I got a couple of workflows where use
pxy 4 the first of all it's just from
notion towards the doist there's two
task lists one private one for tools on
Tech that get filled with task that I
want to sync back to todoist so I no
longer have to think about it or check
notion on like what do I need to do I of
course still need to check my projects
once in a while both for information and
seeing how others are fairing but in
general this just means that there's one
place where I go and I know like if
something is there it needs to happen
the other workflow that I have is the
other way around if I have a good video
idea I tend to capture it in todoist and
I wanted to get it from to-do list into
my content calendar now Tod do that
unfortunately Plexi doesn't syn the
other way around as I told but what I do
is that in make.com that one thing I
just copy it from todoist towards notion
then remove it in todoist and let pixie
sync it back and because it's just just
a onetime copy it's not sync and it's
not as hard it's actually very simple
flow in make then we're talking
limitations cuz I definitely had a
couple of snags limits in it first of
all plexie is very much about it's
getting done so that means that if you
mark it as done in todoist there is one
status change and that is whatever
status change you need on the notion
side this becomes an issue if you're
using any type of board system so where
I for example have like a to-do doing
and then peer review and then done that
doesn't work I can't just change the
status and it will keep it synced on
both ends what I can do however is have
either a multiple sync setup where I'm
saying like hey if I mark it as done in
this sync setup then it goes from like
for example doing to peer review and
have another one that goes from peer
review to done this is fine if there's
like a couple of columns but it's not
ideal if you want to do like a lot of
columns um and in that case you might
need either a different solution or
you're trying to make this more more
complex than it needs to be for me
mostly todoist is about reminding that I
need to do this the moment I start
working with a ticket I click on the
link that's in my to-do list that will
bring me to the system where I supposed
to work in and then I'll just start
adding notes and details and status
changes over there until it's done and
then if I mark it as done in there it
will get removed from my todoist I
wanted to do a quick demo on how to set
this up how to get this plexie setup
working I'm going to start with notion
and I got this nice demo setup I'm going
to guess plus and I'm going to pick the
projects and tasks setup so I'm going to
use a default for notion because it's
easy to get started so what you see here
now is that I have my tasks in here and
I have the projects in here and I'm
using all default setups to use plexie
you need to have a base so either Google
task to-do list or Microsoft to-do I use
to-do list obviously from the title so
I'm going to sign in with my to-do list
account it will outo sign in in my case
because I already have the connection
set up but normally it would just send
you to the doist page you can log in
authorize and then connect to it and you
see my existing connections but we're
going to make a new one because I want
to show this full example please give
some information we click on continue it
will connect toward notion and then ask
you like hey what pages do I need to
access so I'm going to go to my tools on
Tech workspace it gives me like a list
of the permissions that you need to
select and then you can say select pages
and then we go to our demo and I'm just
going to go like hey tasks and projects
you can also click the whole environment
if you have to like sync like a lot of
different things but in this demo we
just want to limit it to tasks and
projects and it's always wise whenever
you're setting something up to limit the
access that means that if anything goes
wrong or people get access that they
aren't supposed to it will be limited to
what you selected okay now plexy says
that it has a connection you can double
check that by going to notion and then
going to like the tasks page clicking on
the menu and you see connections and
plexie should be there then I go back to
plexie and I have to set up a couple of
connections and you see like the two
databases that you have available and
I'm going to go click on tasks and it's
going to sync so what it does while it's
spinning is it basically gets the
structure from the oce so it knows like
okay this is what you can start with now
in my case this spinning takes a long
time it's probably because it's
processing uh it does so in the
background you can refresh you can do
something else and wait for it it just
takes a bit of time there we see task
lighting up so I'm going to click
continue and you get like this the
source of task so getting stuff from
notion and putting it towards Tod doist
and then most of these things are
probably what you already need to know
so there's a property with status this
matches this column in notion and
there's a status for completed tasks
meaning that if you sign it off in
todoist that is where the task moves Now
by default it goes to archived and if
you look in the board view that might be
what you want like it goes from not
started to in progress to done and then
archive you might not always want this
archived is nice because it disappears
but it could also be that you want it to
move to Dun for example one of the ways
that I worked in a team is that we moved
things from in progress to done to
denote that they're done and then after
a week we would have like a team review
we go like okay this is all done and
then we moved it to Archive if you move
it straight to Archive then nobody knows
that this task is done or it couldn't be
asked any questions peer viiew few other
reasons so personally I would set this
to words
done then you can say that you want
stuff from specific projects so this is
when you want to filter one this shows
the sample examples that are here this
is if you just want to sync a single
project or if you want to sync like a
couple of projects because you don't
care about the rest we're going to leave
it off it's a nice option to be there
but in my case I want all the tasks that
are assigned to me and that's what it
says here assigned to me and it uses the
property assign again if we go to the
notion setup you can see that there's by
project aign and then my name so these
six tasks should get synced and then you
can say like ignore tasks that are older
than and that's basically to for the
thinging running Haywire you don't want
to get tasks from three years ago you
don't want pixie to be scanning tasks
from 3 years ago take something that's
like an average it's mostly for the
initial sync because once a task is
starting to sync it will be updated and
it will be cleared once it's done I
wouldn't worry about it too much the
defaults are fine then you get like the
task template so okay it's going to
track it from notion and bring it to
to-do and how do you want it to look
default will be database item so will
tell you which notion database it came
from and then give you the item name but
you have plenty of options by click on
plus to give certain values you might
want to the status the priority of
something you might have special custom
fields that you want to carry in there
and for me very often I just remove the
database part because it's not relevant
to what I'm doing but I'm going to keep
it here for the demo purpose so that you
can see how it shows up the due date
which I like um it's a bit on a workflow
thingy uh D dat is of course when it
needs to be done but in Tod doest for me
the DU Jade is when am I going to work
on it because to do is doesn't have a
start by date for example in this case
we're going to sync it as a demo purpose
I would rename name it to like a work on
date and maybe have a due date in Ocean
and then sync the work on date so like
hey I'm going to pick this up on Monday
but we need to have it finished by
Friday because we're releasing for
example uh another way that I work
around it is by having the J date for
the task so I'm going to do the task on
that day and have a due date for the
project meaning like the whole project
needs to be finished by that day this is
very dependent on the workflow of you
and your team labels so it syncs the
tags which is nice because that means
there things are signed you can like
order your sets description which I'm
also glad there's like a a summary here
that it syncs I think this one uses
notion AI so it will fill in the details
and then you'll get that in your
description field and then priority
which I'm really happy about cuz the
priority thing is something that of
course some things need to happen on a
day other things can be postponed I use
the icenhower Matrix won't explain it
here explain it in plenty of videos
let's go to next then it's going to ask
where it's going to land so are we going
to put this in a specific project are
you going to put it in the inbox once
things are synced with todoist you can
move them around because pixie keeps
track of what it has and has the todoist
ID so it doesn't care about which
project the task lands if you just want
tasks to come into your inbox and you
want to process them over all over the
place to your workflow then the inbox is
fine for demo purposes I'm going to sync
it towards the demo project that I just
set up so I'm going to go here scoll all
the way down and say plexy sync project
and take that one then you have organize
your task in to-do sections and this is
where you can make like sections say
like hey I want my task for database I
want it on status most cases though you
don't really need this but it's nice
that the option is there okay then you
get your synchronization option so what
happens when you do something from
notion to to-do list and then finally
the other way around when you complete a
task in to-do list you want it to move
and in my case I want it to be moved to
done and not to Archive because if I
work with a team I want to be able to
say like hey I got this done and then
end of the Sprint we move it towards
archive then I click save and it should
start sinking in the background and you
already see like impli see what's
happening and this is nice because then
you know what's happening like if
suddenly a task disappears you can go to
this history log and find out hey why is
it disappeared why did it move fix your
sync you don't have to look at this very
often once you have it set up but it
really helps debugging why something
went missing now I go to Tod do and I
see my tasks straight from notion so I
see likey build a data dashboard add a
new task it show tasks cuz that's the
database that we drawn this from I said
usually I just remove that because if
it's just tasks then you know it always
always going to be the same if you have
one sync but if you're syncing from
multiple databases for example I had one
for private tasks and business tasks and
then you might want to have that
database name in there if they have a
different name but if for example you
have different workspaces and it's all
called tasks and this doesn't add a lot
I would recommend just setting up two
syncs and manually giving it a name or a
tag so say like this is private tasks
this is work tasks or this is from Team
a and this is from Team B so when you're
look at your to-do is you don't have to
go to notion to figure out what the
status is now another thing that you
might notice is you see these links here
if I click on this open task it will go
straight to notion and this is of course
great because notion usually has the
information that you need to get the
task done and if anything that's linked
to it people that you know made comments
added details to it so now I know like
hey I look at this and go like hey first
day I need to do that so on first day it
will pop up and then once it pops up
with just a simple click I can go
straight to notion get the work done and
then either mark it done in notion and
it will get syn to to-do list or I mark
it done in to-do list and it will be
sent to notion let's give that a try so
I got this one build database boards and
the current status is not started I move
it to impro
then nothing should happen but once I
start moving it towards done build data
in dashboards over time this should
disappear now it's not instant no sync
really is because that would require
constant monitoring but mostly will
require what's called a web hook that
means that if you make a change that
notion should reach out to pixie tells
this is changed then pixie can make the
change that's not how Pixi Works pixie
just sings every couple of minutes and
works its way back back while a bit
slower it's more robust because if you
miss a web hook because a surface is
down or a connection doesn't work that
means that you miss the whole sync
interaction time and by just doing a
sync once every couple of minutes if
something RS wrong they'll just retry
again another couple of minutes later
and you'll get your results I do a
refresh and says like hey sync this and
then you already see like hey it's
completed the task if I go to Tod do it
you quickly saw that the task was
disappearing while the thing was
refreshing that task is done and the
other way around of course I got this
one add a new task under tasks Mark that
one as done then the add a new task
should disappear there and move towards
done as soon as pixie sinks again there
we have it you see the change happening
and now if I go to notion it gets
updated and the thing gets moved the
other way so that's sync setup it really
helps my mind that I only have to check
two places in the morning one is my Lo
seek journal and the other one is my
todoist inbox to know what work is
heading my way and that I need to pick
up now this video itself wasn't
sponsored by plexie I have been asking
them for a noce sync for years and they
picked up that by talking to me last
year say like okay how do you see this
usage how do you want it to work and
it's basically a dream come to from a
sync with notion perspective I did
however get a promo code it will be in
the description down below giving you a
20% discount if you want to try this out
and see if it works for you feel free to
try it I get some Kickback from it but
it's not something I care about too much
I mostly care about you having a better
time then for the icore framework that's
part of the paperless movement I love
their take on productivity because it's
from an Enterprise perspective where you
don't always get to pick and mix the
tools that you have but you just want to
get the most out of it there's a link to
my iore expert page down below and if
you follow that one you can do a freeay
free trial to experience the community
and see if it's something that would
help you remember you're awesome keep it
up and see you in the next one
[Music]
n
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