Syncing your data with Informant Sync is quite easy.

First, make sure that you are using the same username and password on all of your devices. You will use that same login to access the web version. Once this is set up you will need to set up your data to be assigned to the Informant Sync service. To do this, follow these instructions:

In iOS:

Tasks:

  1. Navigate to tasks (click check mark icon at bottom nav bar)
  2. Select Projects
  3. In lower-left area of screen select Edit
  4. Select chosen project
  5. Select Sync To
  6. Select Informant Sync
  7. Select Save

Events:

  1. To see what calendar an event is assigned to, select the event and click the “>” icon
  2. Select Calendar. This will display the list of calendars that are synced on the device, and the calendars are grouped by the account services that they are synced with.
  3. Change the calendar to one that is under the Informant Sync: accountname@email.com section. Select Save. If you do not have an Informant Sync calendar created yet, see the next step.
  4. To create an Informant Sync calendar go to Informant Settings > Calendars, Triggers, and more > Manage Calendars > click the “+” icon in the upper right of the screen
  5. Select Calendar option
  6. Make sure that Sync To is set to your Informant Sync account. Edit details and select save.

In macOS:

Tasks:

  1. Navigate to tasks (click check mark in top middle nav bar)
  2. Right-click chosen project and select Edit
  3. Select Sync Account drop down
  4. Assign to Informant Sync
  5. Select OK

Events:

  1. To see what calendar an event is assigned to, double-click the event to open the detail view.
  2. Select Calendar. This will display the list of calendars that are synced on the device, and the calendars are grouped by the account services that they are synced with.
  3. Change the calendar to one that is under the Informant Sync: accountname@email.com section. Select Save. If you do not have an Informant Sync calendar created yet, see the next step.
  4. To create an Informant Sync calendar right-click in the left nav area and select “New Calendar…”
  5. Make sure that Sync Account option is set to your Informant Sync account. Edit details and select save.

In Android:

Tasks:

  1. Navigate to tasks (click check mark icon at bottom nav bar)
  2. Select header in upper-left corner (Eg, All Active)
  3. Expand Projects
  4. Long press on chosen project and select Edit
  5. Select Account
  6. Select Informant Sync
  7. Select Save

Events:

  1. To see what calendar an event is assigned to, select the event and click the “>” icon. If it is a repeating event, choose if you’d like to change only this event, all of the events, or that event and future events.
  2. Select Calendar. This will display the list of calendars that are synced on the device, and the calendars are grouped by the account services that they are synced with.
  3. Change the calendar to one that has the Informant Sync icon. Select Save. If you do not have an Informant Sync calendar created yet, see the next step.
  4. To create an Informant Sync calendar go to Informant Settings > Visible Calendars > select the three dot menu in the upper right of the screen > New Calendar
  5. Edit details and select save. This calendar will be default set to your Informant Sync account.

Once this is finished you will be able to see the chosen project and its corresponding tasks in the web version. Any data added in the web version will automatically show up on your other devices under the Informant Sync account.