Jun 24, 2025
Todoist is a task management app that helps users organize, track, and prioritize to-dos and projects.
With the Todoist integration, HappyFox Helpdesk agents can:
- Create a new Todoist task directly from a HappyFox Helpdesk ticket.
- Link an existing Todoist task to a HappyFox Helpdesk ticket for tracking.
Applicable Plans: ✔ Pro ✔ Enterprise Pro ✔ All Unlimited agents plan
Configuring HappyFox to Connect to Todoist:
- Log in to HappyFox Helpdesk and navigate to the Apps module.
- Search for Todoist or browse under the Project Management category.
- Click on the Todoist tile and select Install.
- To integrate your Todoist account with HappyFox Help Desk, click the Link Todoist button.
- You will be redirected to authorize your Todoist account, once the authorization is completed, the account will be linked.
Creating a New Todoist Task:
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Open a ticket in HappyFox Helpdesk.
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In the Todoist section on the right pane, click Create.
- Choose the project where the task should be added.
- The task details like task name and description will be pre-filled with information from the HappyFox ticket, you can also add the due data and priority to the task. (Note: Default priority will be low if not selected)
- Once the task is created, it will be visible in the right pane of the HappyFox Helpdesk ticket.
- Clicking on the popover icon will take you directly to the respective Todoist task.
Linking an Existing Todoist task:
- Open the ticket in HappyFox Helpdesk.
- Click the Link button in the Todoist section.
- Paste the Todoist task ID and click Link Todoist task.
- The linked task will now be displayed in the right pane of the HappyFox ticket.
- The Todoist task ID is the alphanumeric string found at the end of the task URL. Example: In the URL`https://app.todoist.com/app/task/approval-6c9WwpXjwpMCxgRg`, the task ID is 6c9WwpXjwpMCxgRg.
Unlinking an Existing Todoist Task:
- Open the ticket in HappyFox Helpdesk.
- Click on the Unlink button in the Todoist section.
- Confirm by clicking the Unlink Task.
Unlinking Todoist Account:
- Navigate to the Apps module in HappyFox Helpdesk.
- Find the Todoist app and click on the Manage button on the Todoist app integration page.
- Click Unlink Todoist Account to disconnect the integration.
Permissions Required:
- You must have Manage Apps Settings permission in HappyFox Helpdesk to configure and manage the Todoist integration.