Introduction
Connect Todoist to Sana to search, create, and manage tasks across your projects. Stay on top of your to-do list and complete tasks without leaving Sana. In summary, the connector has the following key characteristics:
Category: Productivity
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
List projects |
Create projects |
Update projects |
Search tasks |
Create tasks |
Update tasks |
Complete tasks |
Import tasks |
List comments |
Add comments |
Update comments |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Todoist. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Create filter |
Create label |
Create project |
Create project comment |
Create section |
Create task |
Create task comment |
Delete comment |
Delete filter |
Delete label |
Delete project |
Delete section |
Delete task |
Export tasks |
Find project |
Find task |
Find user |
Get label |
Get project |
Get project comment |
Get section |
Get task |
Get task comment |
Import tasks |
Invite user to project |
List filters |
List labels |
List project comments |
List projects |
List sections |
List task comments |
List uncompleted tasks |
Mark task completed |
Move task to section |
Search tasks |
Uncomplete task |
Update comment |
Update filter |
Update label |
Update project |
Update section |
Update task |
Scope and permissions
This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:
Scope | Purpose |
task:add | Allow creating new tasks within your projects |
data:read_write | Read and modify task data |
data:delete | Permanently delete tasks, comments, or other stored Todoist data |
project:delete | Remove entire projects and all associated tasks from your account |
Set up instructions
Prerequisites:
Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.
Step 1: Go to the integrations page in Sana
In Sana, click on ... More in the sidebar, then select Integrations
Step 2: Find Todoist in the list of available integrations
Scroll to the Available integrations section and locate Todoist.
Step 3: Connect the integration
Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.
Step 4: Sign in to Todoist and approve the requested scopes
You'll be redirected to Todoist to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.
Step 5: Complete the set up
You've successfully connected your Todoist account. Click Continue to complete the setup and start using the connector.
Known limitations
Completed tasks: The connector can only retrieve active, incomplete tasks.
Search: Search is basic — for best results, search within a specific project rather than across all projects.