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Col­lab­o­ra­tion in anoth­er app

So far, every­thing is good, but maybe you are one of those who also col­lab­o­rate inten­sive­ly with oth­ers using anoth­er tool. It could be Plan­ner in Microsoft 365 or the sim­i­lar, pop­u­lar Trel­lo. Both give you an overview of every­thing each per­son in the work group needs to do in boards divid­ed into columns con­tain­ing ​“cards” (sim­ply put).

How does it all fit together?

How do you con­nect Trello/​Planner to your to-do list? If you are respon­si­ble for an activ­i­ty in Trello/​Planner, you obvi­ous­ly want it to appear on your list as well. It would be dif­fi­cult to track if you had tasks on dif­fer­ent boards that you also need to keep an eye on — in addi­tion to your to-do list.

Let me tell you.

Do this

• If you use Microsoft To-Do as your to-do list and Plan­ner for col­lab­o­ra­tion, then you’re all set. In To-Do, turn on the ​“Plan­ner” fea­ture under the ​“Con­nect­ed apps” head­ing in To-Do’s set­tings, and the activ­i­ties in Plan­ner will auto­mat­i­cal­ly sync to become tasks in To-Do.
• If you use Microsoft To-Do as your to-do list and Trel­lo for col­lab­o­ra­tion instead, you can use the automa­tion ser­vice Pow­er Auto­mate in Microsoft 365 to cre­ate a sim­ple flow to cre­ate a to-do task in To-Do when a new card is cre­at­ed in Trello.

If, for exam­ple, you use Todoist as your to-do list and Plan­ner for col­lab­o­ra­tion, Pow­er Auto­mate has a ​”con­nec­tor” for Todoist , so you can cre­ate a flow that cre­ates a task in Todoist when a task is cre­at­ed in Planner.

• If you use Todoist as your to-do list and Trel­lo for col­lab­o­ra­tion, Trel­lo has a ready-made inte­gra­tion where you can cre­ate a Todoist task from with­in a card, with a link between the task and the card.

These are just a few exam­ples of the inte­gra­tions between apps like these. If you use oth­er apps for your to-do list and col­lab­o­ra­tion than the ones men­tioned here, search for the names of the apps and add ​“inte­gra­tion”, and you will like­ly find a way to con­nect them.

Good overview, after all

If you use the con­ve­nient inte­gra­tions avail­able to con­nect your list app and the app you and your col­leagues plan to col­lab­o­rate in, you will have an eas­i­er time keep­ing an overview of all your tasks. You will see all the tasks you are respon­si­ble for more eas­i­ly, even if they were ini­tial­ly cre­at­ed in a dif­fer­ent app than where your to-do list is.

How do you do it?

Have you made any oth­er clever con­nec­tions between Plan­ner or Trel­lo that have made it eas­i­er for you? Please write to me and let me know. I’m curious!

(Are you using Microsoft Office 365-suite? Check out what else you can use Microsoft Plan­ner for!)