Connecting to Todoist

Connecting to Todoist

Once HeyTodos is installed and activated, you’ll need to connect it to your Todoist account. This connection allows HeyTodos to create tasks directly from Gravity Forms submissions.

Step 1: Open HeyTodos Settings

1. In your WordPress dashboard, navigate to Forms → Settings → Todoist.

2. You’ll see the option to connect your Todoist account.

Step 2: Enter your License

A license is required to connect to Todoist. You can retrieve your license from either your account section or the welcome purchase email.

Step 3: Authorize with Todoist

1. Click Connect to Todoist.

2. You’ll be redirected to the HeyTodos Todoist app to authorize Todoist.

3. Log in with your Todoist credentials if you aren’t already signed in.

4. Review the permissions that HeyTodos is requesting, then click 'Agree'.

Step 4: Authorize and Sync Todoist Data

After authorizing, you’ll be redirected back to WordPress. If successful, you’ll see:

• A setup wizard initiates the authorization and synchronization process.

• Follow the prompts to set up Todoist and sync your Todoist data.

Step 5: Select a Workspace (if on Teams)

If you have a Teams account, you can select your Teams workspace on this screen. If you don't have a Teams account, you can proceed to Syncing.

Step 6: Sync Todoist Data and Cleanup

Proceed to data syncing to sync all your Todoist data. Make sure to run cleanup and you'll be redirected back to the Gravity Forms Todoist dashboard.

Last Step: View the Todoist Dashboard

With the connection complete, you’re able to:

• Set project and section defaults.

• Resync Todoist data.

• Disconnect and revoke the Todoist token.