September 22, 2023
How to
#tasks #integrations

Elevate your Todoist tasks by integrating it with Morgen

Marketing @ Morgen

Todoist is a powerful task manager. Integrate it with Morgen to plan time to complete those tasks and time block them in your calendar. It’s a perfect pairing to not just keep track of your to-dos, but to make sure you make time to complete them.

How to connect Morgen and Todoist

From the Morgen desktop app, open your integrations:

  • Click on your profile picture
  • Select Preferences from the dropdown
  • Select Other Integrations from the menu on the left
  • Scroll down to Tasks to find Todoist

Integrate Todoist from the Other Integrations tab in your Morgen Preferences.

When you click on Todoist, you will be prompted to sign-in for authentication. This will only take a moment.

Your Todoist tasks in Morgen

Once integrated, Morgen and Todoist will always stay in sync, so any time you add a new task to Todoist, it will appear in your task panel. To see your Todoist tasks, click the logo in your Morgen task manager (both on desktop and mobile) to open your Todoist tasks and subtasks, organized in their task lists.

See your ToDoist tasks alongside your calendar.

You can click on any of these tasks to see their details, including notes, priority levels, and due dates.

Note: Your Todoist task details are locked. You cannot modify the task in Morgen, such as changing the due date or adding more notes, but need to do so in Todoist.

You may also notice new task lists at the top of your task panel. Today, Upcoming, and Overdue bring together all Todoist tasks based on their due dates (with Upcoming showing tasks due in the next week). These lists will only be visible if you have tasks due in those time periods. You can turn Upcoming and/or Today off from the task manager menu if you don’t find them helpful.

Time blocking your Todoist tasks

Time blocking in your Todoist tasks is where the magic happens. Simply drag a task from the task menu into your calendar to block off time. You can extend or shrink the time block by dragging the bottom and you can always shift it, if for instance, something else comes up or you need more time.  

See the details and properties associated with your Todoist tasks to make planning and scheduling easy.

If you want to create multiple work sessions to tackle large tasks, simply copy the scheduled task (CTRL C), click elsewhere in your calendar, then paste it (CTRL V). You can do this as many times as you want, however, note that only once each instance of the scheduled task is completed, will it be marked as complete in Todoist.

By default, when you schedule a task in your calendar, it won’t appear in your task list. If you would like to see all your Todoist tasks in your task list, regardless of whether they’re scheduled, simply select Show Scheduled Tasks from the task manager menu.

Completing your Todoist task

When you’ve completed your task, simply check the open box in the scheduled task or in your task list. It will then be archived in Morgen, removed from your task list, and marked as complete in your calendar if it was scheduled.  

The status will also be updated in Todoist, where it will now be marked as complete.

If you however delete a task in Morgen rather than mark it as complete in Todoist, it will remain open in Todoist.  

Scheduling recurrent Todoist tasks

Morgen and Todoist look at recurrent tasks differently. With Todoist, when you create a recurrent task, a new task is created when the last one was completed/passed. Morgen on the other hand, lets you set up recurrent tasks such that you can see multiple instances of the same task in your calendar.

If you want to have multiple instances of a recurrent task prescheduled in Morgen, we recommend you don’t make it a recurrent task in Todoist. Then in Morgen, simply drag the first instance of the task into your calendar. Once in your calendar you can set up recurrence rules, and it will be scheduled into the future in your calendar. This is an ideal way to manage tasks that should happen at a precise time/or with a precise recurrent pattern. (For example, you may want Sprint planning may happen every second Friday afternoon.)

Alternatively, you can schedule each instance of your recurrent Todoist task every time a task appears. This tends to work well with tasks that happen multiple time, but for which the exact timing is less precise and critical. (For example, mediate once per week, can then be scheduled each week at a time that works well.)

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