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
  • Prerequisites
  • Required User Rights
• Importing Projects from Todoist
  • Result
• Linking Meisterplan Projects with Todoist Projects
  • Result
• Todoist Link Settings
• Viewing Todoist Data in Meisterplan
  • Visualizing Tasks in Meisterplan
  • Comparing Data on the Project Level
  • Comparing Data Across the Portfolio

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

1. In the Portfolio Designer, the List view, or the Board view, click Add in the toolbar and select Import Projects > Todoist.
2. Select Link Details:
   1. 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.
   2. If there already is an Todoist link, you must:
      1. Select the link you want to use:
         
      2. Or, add a new link and select the name:
         
3. Click Continue in the top right.
4. Select the projects you want to import:
   
5. If there is still sample data in your Meisterplan, you can decide whether to delete or keep it.
6. Click Import.

Result

• The selected projects will be imported as Meisterplan projects with today's date as start date and a duration of one month.
• A link to Todoist is created (unless the link already exists).
• Assignees in Todoist will be matched to existing Meisterplan resources or, if no match is found, imported as new resources and allocated to the new Meisterplan projects.
• Task efforts will be summed per assignee and added as resource allocations.
• The new Meisterplan projects will be linked to their Todoist counterparts.

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.