Planzer connects to the tools you already use, so all your work ends up in one plan.
Task and project tools
Asana: your open tasks that are assigned to you, from the workspace you pick
ClickUp: tasks from a list, chosen by team and space
Monday.com: items from a board
Notion: pages from a database, and to-dos in pages
Todoist: your open tasks. You can hide projects or labels you don't want to plan
Trello: cards from a board
Google Tasks and Microsoft To Do: tasks from a list you pick
Developer tools
GitHub, Linear and Jira: issues assigned to you
Communication
Slack: add tasks from Slack and get Planzer updates there
Outlook Mail: turn emails into tasks
Calendars
Google Calendar, Outlook Calendar and iCloud Calendar
Automation
Zapier: create and complete tasks from thousands of apps, and start Zaps when you add or finish a task. See Connect Planzer.io to Zapier.
Make: the same in Make scenarios, plus finding tasks and calling the Planzer.io API. See Connect Planzer.io to Make.
All integrations are included on the free plan.
Open the switcher at the top of the sidebar (it shows My tasks by default).
Choose Add integration. You can type in Search integrations… to find a tool.
Click the tool you want. The sidebar switches to it.
Click the connect button in the sidebar and sign in to the tool to give Planzer access.
Once connected, the tool appears in the sidebar switcher. Choose All tools to see items from Todoist, Notion, Google Tasks, Microsoft To Do, GitHub, Linear and Jira together in one list.
Calendars are connected under Settings → Calendars.
Outlook Mail is added under Settings → Integrations with Add an Outlook email.
Drag an item from the sidebar onto a day column or onto the calendar. It becomes part of your plan, and you can estimate it, track time on it and finish it like any Planzer task.
Asana, Jira, Linear and GitHub only show items assigned to you. Assign the task to yourself in the tool and it appears in Planzer.
Check that the right workspace, list or board is picked at the top of the tool’s list in the sidebar.
If the list says it couldn’t load your tasks, reconnect the tool in Settings → Integrations.
Go to Settings → Integrations and click Automations on a tool’s row to choose:
Apply tag on import: tag everything you bring in from that tool.
What happens in the tool when you finish the task in Planzer, for example closing a Todoist task or moving a Linear issue to Done.
Mark complete in Planzer when finished in [tool]: on by default. This only works one way: reopening an item in the tool doesn’t reopen it in Planzer.
Go to Settings → Integrations and click Delete on the tool’s row.
Your tools load fast and stay up to date in the background. When you open an integration in the sidebar, it shows what you saw last time straight away, then refreshes.
