RECREATING My Todoist Workflow - How I Use Todoist

[@FromSergio]

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[@philipped.6118]

I've already gone through a lot of videos about Obsidian and its various features, plugins, etc. But your channel is definitely the best I've discovered. I'm French and not very good at English, but subtitles help me a lot (I should start learning this language which I really like and which has become almost essential, but hey...). I really wanted to leave this comment because, once again, your channel is really great. So, thank you very much for the work you do.

[@sajjadkhavari682]

thanks for this detailed video. please do more practical like this.

[@meganchou9203]

Love how simply you've broken this down! I have tried to use Todoist many times in the past but get overwhelmed by all the possibilities and usage so I just end up trashing it altogether but I think simplifying the process will actually make me want to use it

[@FromSergio]

Thanks Megan, im glad! :)

[@TanveerKhan-tr7tb]

A quick tip in filters you can add query "priority 1 | priority 2 | priority 3" and switch to kanban board and group with priority that will show all the tasks separated by priority in one filter

[@kurtmichaelson]

Sergio, this was great! I'm getting back to using Todoist and like how you're using it. Thanks for creating a great video for your viewers.

[@FromSergio]

Thanks so much for the kind words! Appreciate it!!

[@sidraabbas7773]

Excellent and thorough video! One use I've found for labels is to group tasks by labels on Today page... Labels like "do" "read" "watch" "plan" "delegate" etc

[@daviddelgadovendrell]

Hello! Some other advanced todo's advanced users also states that the use of labels produces a level of friction that might increase your time managing tasks. The extreme case is Notion, where you can spend most of your time defining parameters rather than 'doing' the tasks.

[@FromSergio]

Agreed! That was me when I was a notion daily user many years ago.

[@daviddelgadovendrell]

@@FromSergio Notion victim here, too!

[@MichaelPinder-nq9tu]

Beautifully structured, concise and instructive. Many thanks.

[@mobelby]

Great video Sergio. So much better than the complex ones I've seen like those from Carl Pullein. One other integration you forgot that is great is the Obsidian sync - I find it great to have a a page in the Obsidian side panel with my filter search there

[@FromSergio]

Thanks! I've seen some of Carl's videos a long long time ago and felt the same way. Nothing wrong with that of course, he produces great content, it's just too advanced for my relatively small needs! I have tried the obsidian integration myself a while ago but I ended up not really using it and I personally enjoy having todoist and obsidian completely separate!

[@anthonysanni6224]

Fantastic video! Thanks for creating this. It's helped me fill a lot of gaps in my use of Todoist

[@FromSergio]

Great to hear! Glad it helped :)

[@daniellabutler]

Great video! I just started using ToDoist and really liked the way you explained things.

[@FromSergio]

Great to hear! Thanks! :)

[@Bryceredaja]

Fantastic! This has helped so so much

[@FromSergio]

Awesome! Glad it was helpful!

[@FamilyTaz33m-us4ix]

Very informational. I might switch from tasks to todoist. Few questions: 1. What happens to unfinished tasks? 2. Can I share my tasks with my spouse? 3. Do completed tasks stay organized under dates they were scheduled or completed upon? 4. How long do tasks stay in archive after completion (i make monthly reports for my work. It would be good to have them archived)

[@periteu]

I use Habit Loop Tracker for every habit (inbox zero and weekly journaling) For Todoist, i use it for every task with a single expiration date

[@FromSergio]

Interesting seperation there, I like it! Personally I use obsidian(the focus of my channel) for habit tracking. I've heard great things about habit loop tracker but seems to be an android only app!

[@willhelliwell]

I've just got Todoist after trying to manage my life in ClickUp (and Notion before that). Thank you for the video. I appreciate the more simplified approach. I found ClickUp was great but really a Desktop first experience. And for tasks, I needed something more lightweight. I'll still use ClickUp for large projects and content creation though.

[@FromSergio]

Hi Will! Just saw this, I'm glad you found it useful and I agree that click up is more desktop focused!

[@n4bu5a41]

Good overview. Thank you!

[@FromSergio]

Thanks for watching!

[@mayankk2800]

I liked the labels idea. Thanks

[@hariknair3765]

Awesome video bro, very informative with lots of useful suggestions and ideas 💡you earned a like!

[@FromSergio]

Thanks man appreciate it! :)

[@Celeb_moments_]

My go to productivity channel now ❤️

[@FromSergio]

That truly means a lot! Have a great weekend!

[@masabshaikh]

Hey, Bro Thanks It's Really Helpful.

[@FromSergio]

Glad it was! 💪

[@KC-hl4oj]

Great tips!

[@FromSergio]

Thanks K C! :)

[@PsychScm]

Simple system to work with - that's great! Helps to do more, as mind doesn't need to spend precious resources on complex management.

[@FromSergio]

Thanks Igor, fully agreed!

[@pecosray]

Wow this was awesome.... TY

[@Rajgitaa]

Sergio, thanks so much for this excellent video. I think I have ADHD and need something like this. I've be trying out LunaTask and just started messing with Todoist, although am still on the fence. But your video has helped a lot, especially the practical side - how you use it, what and why. Very valuable stuff. Thanks again - Roger

[@FromSergio]

That's great, im glad you enjoyed it Roger! Best of luck!

[@tjbrison]

No reminder alerts/notifications in free version is show stopper for me. Great video though!

[@AlessandroBencini]

Looks awesome but what stops me from getting it is the lack of notifications in the free version…how do you handle their absence?

[@FromSergio]

I simply put those on the calendar!

[@brenelsapereira7516]

Very helpful

[@FromSergio]

Glad to hear that! :)

[@JeanMata17]

Hello! I have a question, how do you do with the tasks that have a reminder if you use the free version?

[@perthmike7]

Nice video Sergio, you have some great advice here. I will be using some of your tips 👍🏻

[@FromSergio]

That's great to hear! Glad you enjoyed it :)

[@RunningArtGFX]

You get alerts and notifications on the free version?

[@swiftismymum4544]

well-explained tysm

[@marcooliveri5172]

Outstanding video! thanks

[@FromSergio]

Glad you liked it! :)

[@starkxz]

Thanks a lot. I was really confused by all obsidian plugins, all I wanted is a simple tool that can get the job done.

[@FromSergio]

I'm glad you enjoyed it, obsidian plugins can get overwhelming (although I hope I do good job at going over them :) ) but I agree that todoist's approach to simplicity while still being really full featured is unbeatable in my opinion!

[@VaughanVanDyk]

The free version of Todoist unfortunately does not have reminders, limits to 5 projects (be they top-level or subprojects), and only 300 active tasks per project. Users in the Office 365 ecosystem may want to explore Microsoft To Do rather, which is free. It has reminders, subtasks, recurrence, unlimited 'projects' and 'subprojects' (in the form of groups and lists), subtasks, as well as some natural language processing of task due dates and times

[@VaughanVanDyk]

Thanks for such a thorough overview Sergio -- 2 years later am curious whether you still use Todoist? I have this debate about using a task manager for my tasks to do vs my daily note approach in Obsidian. The former is obviously better equipped for tracking tasks but the latter is where we spend most of our time making sense of things.

[@FromSergio]

It's tough, but like you said the former is better equipped for this job. That's ultimately how I settled!

[@peetafunkadelic]

I like that, it's minimalistic, however, one question, how do you handle cases where you need to be reminded about? I feel like setup some "task" recurring and let the app ping me at the specified time is a quite good feature, but reminders feature is behind Todoist's paywall though. I was thinking about taking your workflow and applying it to Apple's Reminders, but their Desktop experience is just 🤮

[@diniomar3965]

In your workflow, how to do you associate tasks in todoist and tasks/projects in obsidian?

[@jthansen5072]

You mentioned that todoist will send you an automatic reminder if you set a time for a task - however, you also mentioned that you use the free plan. Are automatic reminders available in the free plan? Is it only custom reminders that you have to pay for?

[@FromSergio]

Actual reminders (push notifications) are a paid feature. When I mentioned "reminding" I didn't mean it in a push notification type of way, but rather in a different color right on top type of way. Should have made that clear. Thanks for bringing this up!

[@jthansen5072]

@@FromSergio ok - thank you - I use the free plan and the google calendar integration. When I need a reminder, I just set a google calendar reminder on the todoist task - so, google calendar reminds me

[@FromSergio]

That works! Personally, I don't benefit from the reminders, I never used them before when I used to pay for the premium version. The stuff I need a reminder for I just use google calendar, so exactly how you do it but without the integration :)

[@fahmi9]

​@@FromSergio not sure I understand. You say you use Google calendar for anything that requires a reminder, but clearly a lot of the tasks you show in this video also requires a time reminder. I want to use todoist and I need a reminder for the tasks (otherwise i see little point in its function as a to-do manager) but I don't think the premium plan is worth it just for that. Glad to read about the workaround of the Google calendar integration.

[@Abdullah-zl9ub]

@@jthansen5072 hello. How is that done? Do I go to todist and add a task with a time only? I use my google calendar on my ios apple device, so it should work? Or do I need the google calendar app? I tried it and I saw no alert….

[@rodrigozayit]

what do you think about tick tick? I am trying to decide about it and todoist.

[@PsychScm]

I forgot to ask a question related to budgeting. I saw that you put a reminder on the last day of each month. What do you do if it's some holyday like a New Year? Do you still dedicate specific time for checking your financial state?

[@FromSergio]

Good question, I plan ahead when that happens, if, for i.e., NYE is on a saturday I make sure to have every monthly event done by Friday.

[@PsychScm]

@@FromSergio that's a good approach! Thank you for sharing!

[@himalay7]

Extremely useful! If there is a deadline oriented project, say I want to finish reading a book by certain date? Do you recommend using todoist (if so, how?) or Google Calendar?

[@FromSergio]

I prefer todoist for anything that even resembles a task! That's an easy one! Just set a task and place an end date?

[@PauloParreira]

Unfortunately if we have a recurrent task with several subtasks, if we check it all, next time the task comes up, all the subtasks are already checked, shouldn't it be empty for new check mark?? Is there a way to come around?

[@tusharkotkar4753]

Hi Useful Video, I just wanted to know how the Todoist App used like "My Day" In TODO App of Microsoft, Currently I am using microsoft todo app, My Day is my favourite feature in TODO App, Those tasks which are not completed in Today how these tasks automatically shift to next day in Today section of todoist app ? please guide.

[@ksoonsoon]

Do you integrate todoist into obsidian? If so I would like to see a video on how you do that. Thanks

[@FromSergio]

I didn’t, I use them separately!

[@ksoonsoon]

@@FromSergio I completely understand and that was actually my original intention. However, after seeing some implementations from other users, now, I think I would like to integrate Todoist into obsidian. I understand there are some limitations with doing this, the biggest one I understand is that it is a one-way informational flow, where Todoist data can be displayed in obsidian, but obsidian generated to do items cannot be sent back to Todoist. For me, that is fine. My objective is while I use the Obsidian tool, I believe that would be advantage just being aware of the to do items I have, even though I know I would have to update them in the Todoist app. At very least, it would remind me of the work I have to do and there is enough advantage in that single thought to push me in that direction. Conceptually, it seems like a relatively simple idea where you would use a data filter to only show specific to do list items on specific days. Although you don’t use it this way, given your knowledge of the subject matter, I would sure like to see your communication of how this would take place if you did it. Thanks much. (You never know, maybe one day there will be bi directional flow of information And this will become even more valuable, even though it may not ever surpass the value of using Todoist primarily on its own since that was what it was made for.)

[@Aleksandr-The-Bright-Guy]

@@ksoonsoon I think there is a two-way binding now. See jamiebrynes7/obsidian-todoist-plugin, have you tried to integrate it, I am kinda in the process of exploring it?

[@onuralpciftci4208]

Nice video but I have a fantasy that everything should be in the same place tasks as well like in obsidian. You are also a perfect user of both obsidian and todoist. How do you feel about not everyting is one place ?

[@FromSergio]

It's an interesting question, I actually enjoy having them separate. They excel at different things. I could never replicate todoist on obsidian without severe compromises!

[@critical-chris]

Are you integrating todoist with obsidian?

[@FromSergio]

I am not! I enjoy having them seperate!

[@JimmyLorimer]

Sergio, Great video... Do you know if there is a way make the due date for a sub-task be be indexed-off of the due date of the "parent"-task? In other words, if a task is due 3 weeks before the parent-task's due date, can that sub-task's due date (and all of the other sub-tasks due dates) auto-fill based on the parent-task's due date? I'm trying to use it as an event planning template, and the due dates for everything is based off of the event date. So I want the tasks (or sub-tasks possibly?) to be auto-filled based on the overall event date). Any thoughts you have would be appreciated.

[@FromSergio]

Hey Jimmy, I'm not sure I understand your question correctly. Particularly this part: > In other words, if a task is due 3 weeks before the parent-task's due date, can that sub-task's due date (and all of the other sub-tasks due dates) auto-fill based on the parent-task's due date? By "auto-fill" do you mean that you want that sub-task's due date to be automatically populated with the parent task's due date? I thought that was what you meant but the beginning of that line says" if a task is due 3 weeks before..." so i'm assuming this is not what you're asking? Could you elaborate?

[@Chase_Crawford]

How do you link Obsidian notes to Todoist tasks? In most note apps you could just paste the link but since Obsidian is offline there's no link to share.

[@filsmartins]

For obsidian you have the Todoist sync which lets you display your tasks in a note. On the other hand, in a project, you can create a non-actionable task (by typing "* Name of the task") which you can use to past the obsidian note URL scheme. Hope this helps

[@FromSergio]

I personally keep them separated. As @Filipe Martins mentioned you can use the todoist sync plugin.

[@NewFireWithin]

In Obsidian, tap or click on the 3 dots in the upper right corner of the tab you’re in. There’s an option to “Copy Obsidian URL”. I paste that link into Todoist tasks in the description field of the task. When you click the link, it will open Obsidian right to your note.

[@Mr.C0ffee]

Great vid. Who not things 3?

[@FromSergio]

Personal preferenc!

[@dongdeng22]

Does the integration feature only work on the desktop app?

[@FromSergio]

I'm afraid so!

[@aliasgur3342]

The other videos on ToDoist make me nod off but like your Obsidian content yours remains engaging throughout. I don't exactly know why.

[@FromSergio]

That means a lot! And I know exactly what you mean, this stuff can get boring, so I do my best to keep it fast-paced and to the point! Appreciate you!

[@aliasgur3342]

@@FromSergio Now that you mention it yes, like a good movie or book your pacing is spot on. It doesn't feel fast because you introduce concepts in a well thought out order. And somehow the concepts feel like 'character development' the way you present.

[@FromSergio]

@@aliasgur3342 That's great to hear! I do put a lot of effort into these videos and it feels good to have it acknowledged :)

[@expeditioner9322]

Hi, I was wondering if there's any good Alfred alternative for Windows. It would be highly convenient to be able to search Zotero and Obsidian notes in Windows just like Alfred on Mac.

[@FromSergio]

"flow" is the closest i was able to find but it's nowhere near as powerful as alfred unfortunately!

[@tomer.nosrati]

What do you think about Todoist's integration with Obsidian? Useful or just a gimmick?

[@FromSergio]

I tried it, I wouldn't say it's gimmicky but I couldn't find value in it for my workflow. And I like to keep the two seperate anyway so it just wasn't for me!

[@OttoVanluchene]

I like the command to create a Todoist task from obsidian note

[@filsmartins]

How do you dictate tasks in the Apple Watch? Using shortcuts? I don't see that option in the Apple Watch Todoist app

[@FromSergio]

Press todoist on the apple watch screen -> long press anywhee -> add task -> mic -> dictate. I wish there was an easier way but I haven't been able to find it!

[@filsmartins]

@@FromSergio good lord, that's really cumbersome. Didn't even know there was a long press action in the app....

[@FromSergio]

​ @Filipe Martins I agree. I submitted a feature request to them 2 years ago.. Hard to believe you'd need 4-5 steps just to dictate. There's alternatives though. You can use the app drafts which supports 1-1-tap dictation and then use a script to get in todoist or there might be a workaround with IFTTT or Zapier. Needless to say none of this is ideal and todoist really should just implement a 1-tap feature especially when competitors have done it years ago like things 3. As of now I only use dictation tool when i'm driving otherwise I just have an inbox widget on the phone and use that instead.

[@filsmartins]

@@FromSergio yeah, resolução Weier. Luckily i centralize capturing to Drafts, and can use their awesome speech recognition. Amazing how crazy good it is

[@VulcanOnWheels]

You have so much space on your screen! Why didn't you enlarge the content you wanted to show?

[@FromSergio]

This was still one of my first videos.. I learned a lot since then :)

[@Steveoaudioandstuff]

May 4th 🙌

[@FromSergio]

Glad you caught it! :)

[@Twoface227]

Out of curiousity, are you still using Todoist for this, or have you found an awesome way to get this kind of functionality in Obsidian?

[@FromSergio]

Just published a video about this exact topic today :)

[@Twoface227]

@@FromSergio Awesome, thank you! Will check it out o/

[@romansidorovich9016]

It seems it's only for apple users... And its apple app, which is connected to obsidian

[@VaughanVanDyk]

Todoist is available on Android and Windows (Microsoft Store)

[@meszarosatilla]

Do you manage projects using Todoist free? How do you do that?

[@FromSergio]

100%. But I don't have many projects at the same time, and they're not exactly complex either!

[@bonnililienthal8090]

քʀօʍօֆʍ

[@jerry-ic8id]

Bro please turn of dark mode when you are reviewing todoist, it's hard to figure out what's happening, really.

[@patricia__alves_]

I’m trying to reorganize my life today, jumping from TickTick to Todoist and actually set it up properly for life/work. This video was lovely!

[@FromSergio]

Thanks Patricia love to hear it :)

[@patricia__alves_]

@@FromSergio Are you still on the free version? I don’t know how much I miss the time sensitive reminders mmmm.