How to automate your tasks in TickTick

Create tasks from email or chat, connect with your project management app, and track what you get done

Krystina Martinez
Krystina Martinez / Published September 26, 2020

Checking items off your to-do list is a satisfying feeling, whether you're at work or at home.

It can be difficult to keep that list under control when tasks come from various places. Like the notes you took in a meeting, your team chat program, or your email inbox. Task management apps like TickTick make it so you spend more time doing the task, rather than organizing your list.

But who hasn't had the panicked moment when you realize you forgot to put something on your to-do list? Zapier eliminates that through our automatic workflows, which we call Zaps. These workflows let you connect your apps, so you can spend less time manually putting tasks into TickTick and instead focus on getting things done.

We've rounded up a few popular Zap templates—what we call our pre-made workflows—to help you keep your tasks organized. To get started with a Zap template, just click on it, and we'll guide you through the set-up process. It only takes a few minutes. You can read more about setting up Zaps here.

Turn messages into tasks

Your manager messages you in your team chat app, asking you to look over a document. You receive an email from a client, who has a question that you need to research. That's two tasks added to your plate, but if you don't capture them in your to-do list, you're liable to forget them.

These Zaps will copy a chat message or labeled email into TickTick so you don't have to waste time copying and pasting text.

Stay on top of projects

Project management apps are great for getting a high-level view of project progress. And while some apps have their own task management feature, it's not going to be useful for people who already have their own task management system. Instead of juggling two apps, use a Zap to send assigned projects tasks from your project planning tool to TickTick.

Turn notes into tasks

Notes can become a catch-all of actual meeting notes, ideas, and other random thoughts. While some of your notes will never see the light of day—like the measurements you took of your dining room for the next IKEA run—you'll probably want to do something about that idea you had for a new blog article.

Turn on one of these automated workflows, which will copy your note to TickTick. You don't have to switch between apps when it's time to flesh out that idea, or worse—forget to turn your idea into reality.

Follow up on leads

If it's your job to follow up on leads, you need more than an email notification to remember to prioritize it. Whether you're collecting leads from a form or social media, use an automated workflow to add those leads to TickTick.

Booked a meeting with a lead or client? These Zaps will also add those calendar events to TickTick, so you can take care of any pre-planning work before your meeting.

Take your task management to the next level

This is just the start of all that you can do with TickTick and Zapier. Zapier supports thousands of apps, so you can automate almost any task at work. Start building your Zap now and see what you can create.

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