How to Use Microsoft To Do With Outlook, Teams & Planner

Introduction to Microsoft To Do and Integration with Other Apps

In this section, the speaker introduces Microsoft To Do and discusses its integration with other apps such as Outlook, Teams, and Planner. The importance of integration is highlighted.

Integrating Microsoft To Do with Outlook and Teams

• Microsoft To Do is well integrated with Outlook on the web, which offers more advanced features compared to the desktop version.

• Tasks created in Outlook or in the To Do app are synced together. However, tasks assigned from Planner are not visible in this view.

• Creating tasks out of emails is possible by dragging and dropping them into the tasks icon. These tasks appear in both the To Do list and the To Do app.

• Tasks created from emails become independent of the original email, allowing for safe deletion if desired.

• Flagged emails in Outlook can be directly seen under "Flagged Email" category in Microsoft To Do.

• Completing a task in Microsoft To Do removes the flag on the corresponding email in Outlook.

Integration with Outlook Web Version

• The web version of Outlook provides better functionality and integration compared to the desktop version.

• In the web version, all tasks including My Day and assigned tasks are visible within Microsoft To Do itself.

• Switching between email and to-do lists is made easy by clicking on an envelope icon.

• The "My Day" feature allows for quick access to daily tasks.

Conclusion

The speaker concludes by summarizing how Microsoft To Do integrates with various apps like Outlook and Teams. The benefits of using different versions (web vs desktop) are highlighted.

This transcript was provided in English language so there was no need for translation.

New Section

This section discusses the integration of Microsoft Outlook for the web with Microsoft To Do.

Integration with Outlook for the Web

• Users can drag and drop tasks from To Do into their calendar in Outlook for the web to create new events. They can also edit these events, invite attendees, and collaborate with others.

• When an email is added to To Do, users can click on the mail icon to directly access that email. This feature currently works for flagged emails on desktop but not for emails created as tasks.

New Section

This section explores the integration of Microsoft Teams with Microsoft To Do.

Integration with Microsoft Teams

• In Microsoft Teams, users can add the Tasks tab to their sidebar to have their to-do list and assigned tasks from Planner in one place.

• By adding the Tasks tab, users can easily add, update, and manage their tasks. They can also view all tasks assigned to them in Planner.

• A future feature will allow users to automatically create a task from a message in Teams or chat conversations.

New Section

This section focuses on integrating Planner with Microsoft To Do.

Integration with Planner

• In To Do, users can switch their view to see tasks assigned to them from Planner. They can also view steps and checklists associated with these tasks.

• Clicking on a task assigned from Planner opens it in Teams rather than in Planner itself.

• Completed tasks are synchronized between To Do and Planner.

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This section provides tips for managing tasks effectively using Microsoft To Do.

Tips for Task Management

• Users can find suggested tasks by clicking on "More Suggestions" and add them to their daily list.

• Tasks can be added to "My Day" by dragging and dropping them or using the right-click menu.

• Microsoft To Do serves as a central place for managing all tasks, ensuring users stay on top of their responsibilities.

The above summary is based solely on the provided transcript and does not include any additional information.