Microsoft To Do + OneNote + Outlook Workflow

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.

Video description

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