Adding a Feed to Create Todoist Tasks

This section covers how to create a Gravity Forms feed to create tasks.

Forms Screen in Gravity Forms

You can navigate to create a new feed by navigating to Forms > Your Form > Settings > Todoist. First, go to Forms. You'll find a list of your current forms. From there, go to the form's settings, or simply hover over Settings. Then find Todoist.

You'll be presented with the Todoist feeds screen.

Empty Feeds Screen Under Todoist Feed Settings

Click on "Add New" to create a new feed.

Configuring a Feed

New Feed Screen in the Todoist Feed Settings

Once on the feed screen, you can add in a feed name (recommended) and start selecting which project and section a task should be filed under.

Setting a Project

Select a Project to File a Task Under

You can select from any existing project you have created. If you need to create a new project for your feed, you can also do so via an Add Project modal. You can also make the project in Todoist and perform a Refresh to refresh the projects.

If you select "Custom," you can use merge tags to create projects dynamically.

Custom Project With Merge Tags

Note that if you are using merge tags, any matching projects by name will have the task filed under it. While technically you can have duplicate project names in Todoist, the HeyTodos plugin will check for an existing project before creating a new one.

Select 'Custom' for Project requires 'Custom' for Sections if you want to assign a task to a section.

Setting a Section

Setting a Section

If a project has any sections, they will be displayed in this section. If there are no sections for a project, you can either create a new one using the built-in modal or choose 'Custom' to use merge tags for a dynamic section.

There's a max of 20 sections for each project per Todoist limits.

Setting Labels

Set Todoist Labels for the Task

You can use any available Todoist labels to mark the task. Please note that Todoist doesn't differentiate between project and workspace labels, so all labels across the workspace are available. You can add any label that exists.

You can create new labels from an "Add Custom Label" modal.

Add Label Modal

To add custom labels, click the Toggle that says, "Enable Custom Labels."

Enable Custom Labels With Merge Tag Support

From there, you can use merge tags to create labels dynamically. Labels are assumed to be comma-separated in this section.

Assign Collaborators

Assign Project Collaborators if a Project Supports It

If you are on a personal/pro/business plan, then each project can have a collaborator. If a collaborator for a project is found, you can assign a collaborator from this section.

On a Teams plan, it is not possible to assign Workspace Users via the API.

Set the Task Title and Description

Use Merge Tags to Complete the Task Title and Description

You can manually add a task title and description, or use merge tags to make them dynamic.

Adding a Priority

Set a Task Priority

You can set a task priority from low to urgent. This value is not dynamic.

Add a Due Date

Add a Natural Language Due Date

Todoist supports natural "human" dates, so you can use a phrase like "One week from Friday" to have a rolling due date.

You can also set it for a fixed period after the task creation date.

Due Date Calculated From Start Date

Set a Task Duration

Set Task Duration

Set up a task duration (in minutes or days) to set how long a task should take.

Set up Conditional Logic to Determine When a Task is Created

Conditional Logic Options

Lastly, you can use conditional logic to determine when a task should be created.

Conclusion

When done configuring a feed, it is a best practice to do a test submission of your form to verify the task is being created correctly.