Seamlessly import projects from Todoist into Meisterplan, keep them up to date, and view task level insights directly in the Information Panel. This article explains how to connect Todoist, import and link projects, and understand what data is imported.
- General
- Importing Projects from Todoist
- Linking Meisterplan Projects with Todoist Projects
- Todoist Link Settings
- Viewing Todoist Data in Meisterplan
General
The first time you import projects from Todoist, a link is automatically created with your Todoist account. The next time you import projects from Todoist, you can either select an existing link or create a new link.
Prerequisites
- The Extended Integration Hub in the left sidebar under Integrations > Connected Tools > General Settings is enabled.
- There is an Automation User with the necessary user rights.
Required User Rights
Your user group must have the following rights:
- Under Manage > User Groups > Integrations > Connected Tools > Project & Task Management Tools at least
- the option Use to import projects from tools already connected and see task details.
- the option Configure to connect further tools.
- Under Manage > User Groups > Integrations > Import & Export the Import Data right.
Importing Projects from Todoist
- In the Portfolio Designer, the List view, or the Board view, click Add in the toolbar and select Import Projects > Todoist.
- Select Link Details:
- If this is the first time connecting Todoist to your Meisterplan system, you need to fill out and confirm the authentication query that pops up automatically.
- If there already is an Todoist link, you must:
- Select the link you want to use:
- Or, add a new link and select the name:
- Select the link you want to use:
- Click Continue in the top right.
- Select the projects you want to import:
- If there is still sample data in your Meisterplan, you can decide whether to delete or keep it.
- Click Import.
Result
- A link to Todoist is created in Meisterplan, unless the link already exists.
- The selected Todoist projects will be imported as Meisterplan projects and linked to their Todoist counterparts.
Import Logic
When importing selected projects, tasks, and efforts from Todoist into Meisterplan, the following logic will be applied:
Resource Assignment and Import
Assignees in Todoist are assigned to the newly imported projects in Meisterplan:
- They are either matched to an existing resource in Meisterplan based on the email address, or
- If no matching resource is found, they are added as new resources to the Resource Pool (this requires that the automation user has the Edit Resource Pool and Absences right).
Determining the Start and Finish Date of the Meisterplan Project
The start and finish date of the Meisterplan project are calculated as follows (in this order):
- If the project in Todoist has a start and finish date, these are used.
- If project dates are not available, or if task dates fall outside of the project dates, the earliest start date and the latest finish date of the tasks in the Todoist project are used.
- If no project, task, or sprint dates are available, the Meisterplan project starts on the day of import and ends one month later.
Importing Tasks as Allocation Segments
- Tasks from Todoist are imported into Meisterplan as flexible allocation segments per resource.
- These segments can be viewed in the Portfolio Designer with the Flexible allocation mode.
- The start and finish dates of the flexible segments correspond to the start and finish dates of the respective tasks.
- Overlapping segments are automatically summed up.
- Partially overlapping segments are split into multiple segments so that overlapping time periods are correctly aggregated.
Handling Incomplete Tasks
- Tasks without an assignee in Todoist are not imported because they cannot be matched to a resource.
- Tasks without dates are added before the finish date of the project:
- if there is a gap between the project finish date and the end of the last task, or
- if there is no gap, the project finish date is extended by one month and the tasks are added there.
- Tasks without effort are imported with an allocation of 0.
Linking Meisterplan Projects with Todoist Projects
To link an existing project in Meisterplan with its Todoist counterpart, select the project in a view such as the Portfolio Designer or List, and open the Task Insights in the Information Panel:
Select Todoist and follow the steps described under Importing Projects above.
Result
The Meisterplan project will be linked to its Todoist counterparts.
Todoist Link Settings
In the left sidebar under Integrations > Connected Tools > Project & Task Management Tools, you can find a list of all tools connected via the Extended Integration Hub, Jira, or the Task API. Select an Todoist link to edit its name.
Viewing Todoist Data in Meisterplan
When a Meisterplan project is linked to its Todoist counterpart, you can view and compare task effort from Todoist with planned allocations in Meisterplan.
Visualizing Tasks in Meisterplan
In the project details of a connected project, you can see the tasks from Todoist on a timeline, grouped by task date. This helps you stay up to date on what is planned in Todoist and keep an eye on dependencies within the project. Learn more in the article Project Details - Task Timeline.
Comparing Data on the Project Level
You can find a detailed comparison of allocations and effort in the Information Panel of each connected project. In addition, you can see which tasks have been completed and which are still open. Learn more in the article Comparing Todoist Effort in the Information Panel.
Comparing Data Across the Portfolio
You can compare Todoist data across all projects by using specific fields, colors or filters in views such as the List or the Portfolio Designer. Find out more about this in the article Comparing Todoist Effort in Different Views.
Learn how to configure the threshold for the allocation deviation in the article Connect Tools via the Extended Integration Hub.