Todoist

Todoist is a to-do list app for personal and team tasks. Connecting Todoist to Resool lets you add a follow-up from any conversation as a Todoist task, such as "Send the quote on Monday", with a due date and a link back to the chat. The contact's panel shows the tasks created for them and marks the ones you've completed. Workflows can add Todoist tasks automatically.

#What you can do with Todoist

In the Inbox

• Create task in a Todoist project (or your Inbox), with a description and a due date.
• See the Todoist tasks created for the contact, with completed ones checked off, and open them with View in Todoist.

On the contact page

• The Connected apps list shows how many Todoist tasks the contact has and how many are still open.

In Workflows

• The Create Todoist task step adds a task to a project with a description and a due date relative to when the step runs.

Every task includes the contact's name, email and phone and a link to the conversation.

#Before you begin

• You need a Todoist account. Tasks are created in the projects of the account that connects.
• In Resool, only workspace Owners and Admins can connect apps and change their settings.
• Creating tasks from the inbox needs a role that can manage contacts (Owner, Admin, Manager and Agent can by default).

#How to connect Todoist to Resool

1. Go to Settings › Apps.
2. Open the Productivity tab and click Connect on the Todoist card.
3. The Connect Todoist dialog lists what Resool will be able to do: see your projects, add tasks, and see whether the tasks created from Resool are completed. Click Continue.

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Settings › Apps › Todoist › Connect

The "Connect Todoist" dialog with its description, the permission list with three items, and the Cancel and Continue buttons.

File: screenshots/todoist-connect-dialog.png

1. Sign in to Todoist in the window that opens and agree to give Resool access.
2. You're returned to Resool and see Todoist connected.

#How to configure Todoist

Click Manage on the Todoist card to open Todoist settings. Under Defaults, pick the Project that new tasks go to. If you leave it on None, tasks go to your Todoist Inbox. Click Save changes to store it.

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Settings › Apps › Todoist › Manage

The "Todoist settings" side sheet with the Defaults card, its hint text and the Project picker set to "Customer follow-ups".

File: screenshots/todoist-settings-sheet.png

#How to create a Todoist task from a conversation

1. Open a conversation in the Inbox.
2. Click the Todoist icon in the right-hand sidebar.
3. Click Create task. The New Todoist task form opens with the default project filled in.
4. Optionally change the Project.
5. Enter the Task, an optional Description and an optional Due date.
6. Click Create. You see Created in Todoist.

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Inbox › open a conversation › Todoist icon in the right sidebar

The Todoist panel with three tasks for the contact, one completed (checked and struck through) and two open, each with its creation date, and the Create task and View in Todoist buttons.

File: screenshots/todoist-inbox-panel.png

#How to create Todoist tasks in Workflows

1. Open a workflow and click Add a step.
2. Under Tasks & docs, choose Create Todoist task.
3. Set up the step:
   • Project: leave it on Default or pick another.
   • Task name and Description: both accept variables such as {{contact.name}}.
   • Due: No due date, Today, or 1, 3, 7, 14 or 30 days after the step runs.
4. Save and publish the workflow.

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Workflows › open a workflow › Add a step › Tasks & docs › Create Todoist task

The step settings with Project on Default, Task name "Follow up with {{contact.name}}", a Description and Due "In 3 days".

File: screenshots/todoist-workflow-step.png

#How to disconnect Todoist

1. Go to Settings › Apps and click Disconnect on the Todoist card.
2. Confirm in the Disconnect Todoist? dialog.

Resool stops accessing your Todoist account. Tasks already created stay in Todoist.

#FAQ and troubleshooting

#Where do tasks go if I don't pick a project?

To the project set in Todoist settings. If none is set, to your Todoist Inbox.

#Whose Todoist account receives the tasks?

The account that connected Todoist. If your team shares a Todoist project, pick that project so everyone sees the tasks.

#How does Resool know a task is done?

Resool checks the task in Todoist when you open the panel. Completed tasks are checked off.

#Which plans include Todoist?

Apps are included on every plan. See Plans and billing.

#What's next?

• Getting started with apps
• Workflow steps
• Google Tasks
• Asana