Creating a task in a task management app via Trelica
Requires that you create a task in Trelica.
With a task created in Trelica, you can then create a task in a task management app via a connected integration.
In order to create a task via a connected integration, you will need to configure a workflow with a step to define the required fields.
Once a Trelica task has been used to create a task in a task management app, you will no longer be able to edit the task in Trelica.
Keeping Trelica tasks in sync
Changes to tasks in a task management app are kept in sync with a corresponding Trelica task via webhooks. Note that only the task's due date and status is kept in sync with the Trelica task, any changes to a task's title, description or comments won't be reflected in Trelica.
Where possible Trelica will manage webhooks for a task management app via a connected integration, but for some apps you may need to configure webhooks yourself.
Ensure you've reviewed any integration help when connecting an integration with task management features as it should explain how to configure webhooks where you need to do so.
Managing tasks with Trelica integrations
Trelica supports integrating with popular task management apps such as:
If you use an alternative task management app where Trelica doesn't already offer an integration with task management features give us some feedback to suggest we add those integration features for you.
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