What level of Todoist expertise do I need for managing a team of 20 people across multiple projects?
You'll need intermediate to advanced expertise, including experience with team workspaces, project templates, custom labeling systems, and user training. Look for someone who has managed similar-sized teams and can demonstrate complex project structures.
How can I tell if a candidate actually knows Todoist well versus just listing it on their resume?
Ask them to explain the difference between projects, sections, and sub-tasks, or how they'd set up a project template. A real expert will ask about your current workflow before suggesting solutions and can explain specific features like natural language processing and karma systems.
Can Todoist replace our current CRM system for tracking client work?
Todoist is a task and project management tool, not a CRM replacement. However, it integrates well with CRMs like HubSpot and Salesforce to track deliverables and project progress. It's best used alongside your CRM, not instead of it.
How well does Todoist integrate with Google Workspace and Slack, which we use daily?
Todoist has strong native integrations with both. You can create tasks from Gmail, sync with Google Calendar for scheduling, and receive Todoist notifications in Slack channels. The integration allows for seamless workflow between all three platforms.
How long does it typically take to set up Todoist for our entire company and train the team?
Initial setup and basic training usually takes 2-3 weeks for teams under 25 people. Complex project template creation and advanced feature training can take an additional 2-4 weeks. Full adoption across the organization typically happens within 6-8 weeks with proper change management.
Once Todoist is set up, how much ongoing maintenance and support will we need?
After initial setup, Todoist requires minimal maintenance. You'll need occasional template updates, new user onboarding, and periodic workflow optimization. Most businesses need light support for the first 3 months, then only ad-hoc help for new features or team changes.