Last updated: June 28, 2023
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Use workflows to automate the creation of Todoist tasks to help you and your team keep track of work.
Before you can create Todoist tasks with workflows, you'll need to connect Todoist to your HubSpot account. You can connect the app from the App Marketplace or from within a workflow.
To create an Todoist task with a HubSpot workflow:- In your HubSpot account, navigate to Automations > Workflows.
- Click the name of an existing workflow, or create a new workflow.
- Click the + plus icon to add a workflow action.
- In the right panel, select Create a task in Todoist.
- In the right panel, set up your Todoist task action:
- Todoist project: select a Todoist project to create the task in. You can select from projects owned by or shared with the user who connected the integration.
- Project section: select a section in the Todoist project to create the task.
- Priority: select a priority for the task. If a priority is not selected, the task will be automatically set to Priority 4.
- Due date: set a due date for the task. You can also use a personalization token to insert a date value from the enrolled record.
- Task Title: enter a task title. You can also use a personalization token to insert values from the enrolled record.
- Task Descriptions: enter a task description. You can also use a personalization token to insert values from the enrolled record.
- Add labels to your task: add Todoist labels to your tasks. You cannot add new labels from HubSpot, these labels must be first created in Todoist.
- Click Save.
