Integrations overview

All the tools Planzer connects to, how to connect them, plan their items and set up automations.

Planzer connects to the tools you already use, so all your work ends up in one plan.

Available integrations

Task and project tools

  • Asana: tasks from a workspace

  • 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

  • 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

All integrations are included on the free plan.

Connect a task tool

  1. Open the switcher at the top of the sidebar (it shows My tasks by default).

  2. Choose Add integration. You can type in Search integrations… to find a tool.

  3. Click the tool you want. The sidebar switches to it.

  4. 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.

Connect calendars and email

  • Calendars are connected under Settings → Calendars.

  • Outlook Mail is added under Settings → Integrations with Add an Outlook email.

Plan items from your tools

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.

Automations

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.

Disconnect a tool

Go to Settings → Integrations and click Delete on the tool’s row.

Did this answer your question?
😞
😐
😁