Sync Notion tasks with Todoist using Pleexy

Summary

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

00:00

🤖 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。

05:02

🔧 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。

10:02

🔄 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。

15:03

🎉 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。

Keywords

💡Notion

Notionは、テキスト、データベース、タスク管理などを一つのインターフェースに統合した高機能なプロジェクト管理ツールです。このビデオでは、Notionを使用してタスクを管理し、他のツールとの連携を図ることが重要です。

💡Todoist

Todoistは、タスク管理アプリケーションで、ユーザーが作業を計画し、追跡するためのツールです。ビデオでは、Todoistが個人のタスク管理や家族との共有タスク管理に使われています。

💡Plexie

Plexieは、複数のアプリケーションやサービス間でデータの同期を行うためのオンラインツールです。ビデオの主題は、Plexieを使用してNotionとTodoistの間でタスクを同期し、作業効率を向上させる方法に焦点を当てています。

💡Sync

Sync（同期）は、複数のシステムやアプリケーション間で情報を更新し、一貫性を保つプロセスです。ビデオでは、NotionとTodoistを通じてタスクの同期について説明されており、これにより作業の流れを効率化できます。

💡Workflow

Workflow（ワークフロー）とは、業務プロセスやタスクを効率的に実行するための一連の手順やシステムの構成を指します。このビデオでは、NotionとTodoistを組み合わせて最適なワークフローを構築する方法が紹介されています。

💡Enterprise

Enterprise（企業）は、ビジネスの世界で使用される用語で、大規模な組織や事業を指します。ビデオでは、Enterprise環境においてJiraやAzure DevOpsといったプロジェクト管理ツールを使用していることが触れられています。

💡Google Calendar

Google Calendarは、Googleが提供するカレンダーサービスで、スケジュール管理やイベントの計画を助けるために使用されます。ビデオの主人公は、Google Calendarを使用して、作業のブロックスケジュールを管理しています。

💡Loom

Loomは、ビデオメッセージを簡単に作成、共有できるオンラインプラットフォームです。ビデオの主人公は、Loomを使用して、自分の頭の中で管理していた知識や情報を整理し、Loomに移しています。

💡ClickUp

ClickUpは、プロジェクト管理とタスク追跡を統合したツールです。ビデオでは、ClickUpを使用するチームについて言及されており、異なるプロジェクト管理ツールを使い分ける必要性に関連しています。

💡Paperless Movement

Paperless Movementは、デジタル化を推進し、無紙化を実現するためのプロダクティブニスと管理のアプローチを指す言葉です。ビデオの主人公は、このアプローチを支持しており、iCoreフレームワークに関連しています。

💡iCore

iCoreは、Paperless Movementのプロダクティブニスフレームワークであり、企業環境における生産性向上を目指しています。ビデオの主人公は、このフレームワークを実践しており、プロダクティブニスに関するエキスパートページへのリンクを提供しています。

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