Todoist Integration with HappyFox Helpdesk

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.
• Enable two-way real-time synchronization between Todoist comments and HappyFox ticket updates.

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.
• Post a brief delay you will be able to access a section where you can synchronize HappyFox ticket updates and Todoist comments across the two platforms.
  
  • Sync updates from HappyFox to Todoist: Enabling this toggle will let you push HappyFox ticket replies and Private notes as "Comments" inside Todoist.
  • Sync updates from Todoist to HappyFox: Enabling this toggle will let you synchronize Todoist "Comments" as Todoist Sync notes inside HappyFox.
• Upon enabling sync settings, after a brief delay, you will also be able to synchronize HappyFox ticket updates and Todoist comments by default for every linked ticket.
  
  
• This setting can be overridden at the ticket level. To do so, open the individual ticket in the helpdesk > go to the Todoist widget > click the edit button > and configure the sync settings for that specific ticket.

Creating a New Todoist Task:

• Open a ticket in HappyFox Helpdesk.

• 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.
  

Ticket updates synced as comments in Todoist:

Comments in Todoist appearing as Todoist Sync notes in HappyFox:

Permissions Required:

• You must have Manage Apps Settings permission in HappyFox Helpdesk to configure and manage the Todoist integration.