Todoist integration overview

Overview

Todoist is a task management tool used by teams to organize, prioritize, and complete work. Persona’s integration with Todoist streamlines operational follow-ups by syncing Persona Cases and workflow events with Todoist tasks.

This integration eliminates manual task creation and handoffs by automating the creation, updating, and closure of Todoist tasks from within Persona workflows. It is especially useful for KYC/KYB, fraud, and trust & safety teams that rely on task-based queues to manage reviews, escalations, and re-requests.

Benefits

Automated Task Creation: Automatically create and update Todoist tasks based on Persona decisions like “Needs review,” document re-requests, or escalations—reducing manual effort and response times.

Clear Ownership & Accountability: Assign tasks, set priorities, and enforce due dates so work is routed to the right owner and tracked to completion.

Operational Efficiency: Keep review work inside existing tasking tools while maintaining real-time sync with Persona Case outcomes.

Integration Features

Persona’s Todoist integration supports task automation, flexible routing, and lifecycle management. Key capabilities include:

• Create & Update Tasks: Automatically create or modify Todoist tasks from Persona workflow steps with rich task details.
• Task Organization: Route tasks to the correct project, section, or parent task to match existing team workflows.
• Assignment & Prioritization: Assign tasks to specific reviewers and set priority levels to align with internal SLAs.
• Due Dates & Scheduling: Control task timing using natural language due dates, explicit dates, or recurring schedules.

Setting up the Todoist integration

Prerequisites

To set up the Todoist integration, ensure you have:

• Admin access to your Todoist account.
• Necessary API permissions to access Todoist credentials.

Connecting Todoist to Persona

1. In the Persona Dashboard, navigate to Marketplace and select Todoist.
2. Click Add Credential at the top of the page.
3. Navigate to initiate the integration setup.
4. Enter the Nickname for Credential nickname in the modal and click Continue.
5. Login on the popup if needed using your Todoist credentials, then click Accept when prompted.

Using the Todoist integration in a workflow

1. Create a new workflow or open an existing workflow in Persona.
2. Add a new action step → Integrations.
3. Select the Todoist integration and enter your Todoist credentials.
4. Select the desired Todoist action (e.g., Create task, Update task).
5. Configure the input fields to pass in the correct information.
6. Save/publish the workflow.

Todoist Operations Overview

Persona can take direct actions on Todoist tasks using Todoist’s API, enabling end-to-end task lifecycle management without leaving Persona. Below is an overview of available workflow action steps.

Create Task

Creates a new Todoist task from a Persona Case or workflow event.

Configuration steps:

Provide values for required fields:

• Content: Task title or summary

Optionally add:

• Description
• Project ID / Section ID / Parent ID (for sub-tasks)
• Labels
• Priority (1–4)
• Assignee ID
• Due string, due date, or due datetime
• Duration and deadline date

List Tasks

Retrieves multiple Todoist tasks for filtering, display, or logic.

Configuration steps:

Optionally filter by:

• Project ID
• Section ID
• Parent ID
• Labels
• Task IDs
• Pagination controls (cursor, limit)

Retrieve Task

Fetches task details from Todoist for use in Persona workflows or UI.

Configuration steps:

Provide values for required fields:

• Task ID

Optionally use retrieved fields for:

• Conditional logic
• Displaying task context inside Persona

Update Task

Updates fields on an existing Todoist task as a Persona Case progresses.

Configuration steps:

Provide values for required fields:

• Task ID

Optionally update:

• Content or description
• Priority
• Labels
• Assignee
• Due dates or duration

Close Task

Closes a Todoist task when a Persona Case reaches a terminal state.

Configuration steps:

Provide values for required fields:

• Task ID

Note: Closing a recurring task automatically schedules the next occurrence in Todoist.

FAQs

Can I create sub-tasks?

Yes. Provide a parent_id when creating a task to make it a sub-task.

How do priorities work?

Todoist priorities range from 1 (lowest) to 4 (highest urgency).

Can I assign tasks to specific reviewers?

Yes. Provide an assignee_id to route tasks to a specific Todoist user.