Microsoft To Do + OneNote + Outlook Workflow
Using Outlook Web to Improve Productivity
In this section, the speaker shares tips on how to enhance productivity using Outlook Web. They demonstrate how to create a shortcut for Outlook Web, integrate with other Microsoft apps, and utilize task management features.
Creating a Shortcut for Outlook Web
- To access Outlook Web more conveniently, click on "More tools" in the top right corner and select "Create shortcut."
- Rename the shortcut as "Outlook web" and choose "Open as new window."
- This creates a separate window that functions like an application, allowing better integration with other features.
Integrating with Other Microsoft Apps
- Right-clicking on connectors (e.g., Excel, PowerPoint, OneDrive) provides quick access to various apps within the Microsoft ecosystem.
- Advanced actions include creating rules or tasks.
- By creating a task, it is added to Microsoft To Do, a useful task management app that syncs with Outlook.
Utilizing Task Management Features
- Tasks created in Outlook can be synced with Microsoft To Do.
- The web app version of Microsoft To Do allows viewing tasks from different perspectives such as calendar view or task view.
- Quick links within Outlook provide easy access to connected apps like PowerPoint, Excel, OneDrive, and OneNote.
Syncing Notes with OneNote
- Although the current version of OneNote may not be as good as before, it can still be synced with Outlook Web.
- Notes taken in OneNote will be synchronized with OneDrive.
Managing Tasks in Microsoft To Do
- By clicking on a task and selecting "Outlook tasks," it can be added to the Microsoft To Do list.
- Tasks can be assigned to different dates, but this feature is only available for business accounts.
Calendar and Customization
- The calendar page in Outlook Web allows customization by adding various elements like goals, weather, quick notes, and task sections.
- Users can switch between email, calendar, and task sections for better organization.
This summary focuses on enhancing productivity using Outlook Web.