How to Use Microsoft To Do With Outlook, Teams & Planner
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- Опубликовано: 18 июн 2024
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Discover how to turn Microsoft To Do into a powerful task manager, perfectly integrated with your daily tools like Outlook, Teams, and Planner. This video is a comprehensive guide on creating tasks from emails, syncing with calendars, and managing tasks across different Microsoft platforms.
✨ Key Highlights:
▪️ Integration with Outlook: Learn how to sync tasks between Microsoft To Do and both the desktop and web versions of Outlook.
▪️ Email to Task Conversion: Convert emails into tasks directly within Outlook, maintaining a seamless link between the two.
▪️ Calendar Integration: Add tasks to your Outlook calendar for better time management.
▪️ Microsoft Teams Compatibility: Understand how To Do works within Teams, including future features for task creation.
▪️ Managing Planner Tasks: Use Microsoft To Do to view and manage tasks assigned via Planner.
I will show you how Microsoft To Do Integrates with Outlook desktop and Outlook for the web. Outlook for the web is much better integrated with To Do than Outlook Desktop. You have the "my day" view in Outlook and can easily keep an eye on your tasks as well as emails. You can also quickly convert emails to tasks or add tasks to your Outlook calendar.
00:00 How to Turn Microsoft To Do into a Serious Task Manager
01:09 Use Microsoft To Do With Outlook Desktop
04:58 Use To Do with Outlook For The Web (Online)
07:21 Use To Do in Microsoft Teams
08:56 Use To Do to manage Planner tasks
10:40 Wrap Up
LINKS to related videos:
► How to Use Microsoft To Do & Get Organized: • How to Use Microsoft T...
More tutorials on managing your To Do's: • Microsoft Planner & To DO
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in the outlook web version we can't assign a task right ? how to ?
When you "Team" up with Leila, you "Excel" in "Office", your "Outlook" towards work changes, and you realize that, there are so many things "To Do"! Well done, looking for more, keep it going! 😊👍👏
😊 Love that! Thanks Vijay
"Word"! :)
This was AWESOMELY helpful, brief but PACKED with SUPER USEFUL information. I am so grateful to you for making this. Integration, to me, is the power of the Microsoft suite but they don't always make it clear how all the integrations can really WORK for users. You bridged that knowledge gap so beautifully.
Definitely worth spending time, centralized planner, great organizer. Thank you for the video.
Still awesome 2 years later! Love ya work.
Really useful!
I am going to use To-do every day from now on.
Thank you
This is awsomely helpful!! To Do is one of those apps that you first cannot understand what's it for (what different is it from a calendar) and then you find it immensely useful. One find I can't understand is how Calendar and To Do are not synchronised: like creating an event on Calendar would instantly create a task in To Do instead of the other way around.
Thank you so much for the tutorial. straight forward and easy to follow. 😊😊
The best channel for IT learning.
One of the best videos on this topics. I simply fell in love with your technique and style and content and pace and graphics and all other reasons.
I’ve been wondering about todo and if I should be using it. Yay!
Thanx, very much Leila for the comprehensive work & super explanation, You rock..👍👏
OMG this video is all i needed! Thanks!
Love your videos. Suggestion - Please do a tutorial on using Power Automate to email a CSS-styled daily to-do list for all Microsoft To-Do lists.
That was great. So clear, so full of actionable information. The favourite thing I learned was dragging an email to To Do to make a task... Brilliant!
Thank you so much for making this; keep up the great work.
Thank you. Glad it was helpful!
@@LeilaGharani Thought you might like to know that three of us at work are already using the email drag to create a ToDo task trick. Your knowledge is flowing well beyond your RUclips audience. (And, yes, I shared your video as well.) Thanks again.
Great video as usual. The ability to create a task from Teams is now working 🙂
Thank you so much !!!! you are the best! the integration within the calender view was exectly what I was looking for after I realized I want to place my todo's in my calender!! Sarit (Israel)
Thank you so much for sharing this!
And to push people even more towards the OWA: in the e-mail if you highlight something, then you can create a task or even a note out of it. It's soo great, when you need to do several things with an e-mail, then you can make sure you know exactly what to do.
my goodness!! there are so much gems in those apps you mentioned!! thanks :)
You are out of this world. I love your lectures. Keep up the good work.
Thank you! 😃
Thanks! Well explained 👍🏻
Thank you! Interested if you still use onenote with all these other apps. I use onenote and planner and to-do apps lol I'd live to see how you'd use all of them.
Great video Layla… I’m blown away with all the stuff that this can do… I Have a annual membership to office 365 And take it vantage of very little that it has to offer…
I can see were a lot of planner and task would be useful to me in my real estate business And I love the calendar integration.
If I were to set something up with teams, do all of the team members have to be subscribers to Office 360? Everything that you do on the video is on a desktop… Is there an app that I can update my tasks on my iPhone as well as add new tasks during the course of the day? Can you take pictures with your phone and add them into your tasks.
I am waiting for MS Loop - THIS will be awesome!
Thanks Leila. Really helpful.
Thank you very well explained 👍👍
What A Great Video Thank Tou
Excellent! thanks Leila for this great tips!!! as you mentioned it's already available the option to create a task directly from a chat in teams... Suu-peeer !!!😃
As always ... Leila demonstrates a terrific mastery of the subject and provides an impeccable delivery.
I am not fluent in these applications ... I hope to learn more soon using this video and Leila's other recently released videos. But I must say, at times I feel like I am in The House of Mirrors ... finding it very disorienting where to turn to find what I am looking for. I think one of Leila's main points is that no matter where I turn, my 'tasks' will be there. But I still cannot help but feel that the numerous 'features' are like a patchwork quilt knitted together with some parts quite seamless ... and other parts less so.
I continue to look for a way to organize my myriad of tasks by Client ... by Project ... by Task ... by Sub-Task (which I have done in Outlook for decades). I simply need to spend more time (which is in short supply) to understand the full potential of these applications ... but I am very thankful to have Leila's help doing so.
Thank you! I like your analogy "the house of mirrors".
Hi Leila, I an a french fan of your videos. Thank you so much for this one. It is a shame that Planner can't assign tasks according to time slots in the Outlook Calendar. My colleagues think I am available for meetings when in fact, I am working on project tasks from Planner
This video is so great. I have been waiting for a feature or a way to add a task to your calendar. Thank you very much for that tip. Keep up creating good and informative content. Question Teams is only for only business use? I have a family 365 office subscription. Thank you in advance
Thank you Leila.
Most useful video I have seen in a long time, thanks
Glad it was helpful!
great explanation.. thanks a lot
Thanks again !
Very good. Thanks, Leila
Thanks a lot for this awesome video.
Thanks Leila. Appreciate all the tips :)) Thumbs up!!
Glad it was helpful!
Hi, my first ever comment... This video was extremely helpful! This was by far the best explanation how to integrate the different tasks into one place. Now i got the all easily accessible via the To Do app Widget on my iPhone. This is awesome! Thank you Leila!
Great to hear!
Your channel is very useful. Most productivity channels are aimed towards freelancers who can choose the apps they work with, so they focus on Notion, Evernote, etc. On the other hand, corporate work is almost exclusively based on Microsoft.
Thank you. Yes. All the companies I've worked at or consulted had Microsoft products.
Thank you for this wonderful video.
Our pleasure!
Leila, do you have any suggestions for keeping flagged emails organized within a To Do Project?
Great video again as w're used by now . Is there a possibility to copy outlook tasks into a team channel? I would like to assign the task created from an email to one of the other team-members. Now I have to recreate everything and add the attachments to the task
It is also possible to integrate OneNote and To Do. If you create an Outlook Task in OneNote, it is also created in To Do. The assignment of a person also work except if you add more than one person.
Thanks Leila!
Another great video thanks, Can I also add Teams Meetings to To do as a task Or is it better to use Planner app? What would you recommend? Thanks
Email is the task just flag it, as long it is flagged it is a task and when done mark comple with the right subject there is a good follow up till it is completed and the conversation help to follow that task email. As you showed Leila before you can then clean up the conversation / folder.
Thanks!
Thank you ver mutch
Thank you Leila
Thanks for sharing
Awesome thank you :)
Excellent Leila
thank you
Hi Leila thank you as always your videos are great and give me the info I need. I really like using To Do but have run into snag when I share a list with someone at work it just seems to stay stuck on Getting List ready. Have you come across this? Can you tell me how to fix it? Thank you.
Thank you for the helpful video. I have a question, must the email address used to sign up for to do and outlook be the same inorder to use the integration features?
LIFECHANGING!!!!
Amazing video, thank you
My pleasure!
Thanks for sharing these ideas. It will definitely help people like me in their work.
I have a query if you could help. Once we complete all these todo items, can we download these hardwork to excel to show productivity...?
Great content!!! thanks Leila
Very thorough video!
Thank you!
I really liked this one! Is that a Microsoft laptop you're using 💻? Do you recommend Microsoft laptops?
This is super helpful! Great tutorial on To Do for desktop and web-version. Do u have any guidance when it comes to the To Do app on smartphone (TDSM)? The tasks I create on TDSM do not appear on my Outlook app for smartphone (OSM) calendar. Specifically when I add a due date to a task on TDSM, I would then like to see the task on my OSM calendar; however it does not appear. I have looked online for ways for them to appear but haven’t had any luck. Wondering if u know of a way that u cover in a video.
Awesome learning tools - thanks 👍👍
Our pleasure :)
Leila, thanks for this video. I seem to be unable to move a task from one list to another; for example, if I have a task in "My Day" or just "Planned" (the defaults) I seem unable to move it to a list that I have created myself. Is this correct, or is this just user error? I am using the 365 on-line version of TO DO that comes with my company's 365 business enterprise subscription.
You are the best 👍
That was very helpful! Do you know if there is a way to see your calendar items in your task app? I'm using the widgets on my phone and it would be nice to only have to have the task app or the calendar app widget. Thanks!
Hi, Leila
Could you create a video for Outlook for the Web? I was quite surprised when you said Outlook for the Web has more functionalities than Outlook Desktop: when I open it, all I get is a big nothing. All I have is Notes (some notes I take with OneNote on my iPhone) and the icon for To Do. I have Office 365, Windows 10. Clearly, I need some help there.
YES YES YES - excellent video, excellent topic! I subscribed....
Awesome, thank you!
Thank you again Leila. I'd like some insight from you. You mention around the one minutes mark that Outlook for the web is more advanced than the version for the desktop. Could you explain that? I have been struggling on the return to OUTLOOK - for instance, I cannot get the CONTACTS in Google Contacts to SYNC with OUTLOOK DESKTOP, yet they do with OUTLOOK WEB. In OUTLOOK WEB, there seems to be NO ability under PEOPLE to add contacts or do anything practical (even through the MS tutorial clearly shows a slight menu bar on pages in the PEOPLE section). A Tech at MS last night said that the WEB version is not meant to have the control i was expecting and needed to you the desktop version. I'd really like to hear you explain, you understand things so well and explain them so well. It is fully to note that you say TODO you run on your Desktop but OUTLOOK is more advanced on the Wed.
Thank you for this video. For the life of me, I cannot figure out how to make a task remind me with an audible and visual notification. It used to do that in the pre-365 days. I need something like a calendar invite does when a meeting is about to start, because I get so caught up in a flow of something I'm doing, and I forget to look at my Tasks list and prioritize my day. How has MS missed this crucial feature? Any suggestions or do you have a video showing how to be more productive with your To-Dos? I love the To Do app. It's simple to use, but it's missing this one feature that would take it from good to great.
Love your videos! Thinking of joining. This video is from 2021 but it is currently 2024 and Tasks by planner and to do is no longer an available application in Teams. Do I just use Planner?
Thanks for a great video !
My pleasure!
Thank U
Nicely done
To-do/planner is great feature, currently i dont see flagged mails in my Teams. Is there any settings i should perform to enable this? Leila, Do you have videos posted already in this Topic?
What I miss in to-do that was available in wunderlist is the natural language input when adding a task e.g. I could write 'create presentation today at 3pm' and it automatically add the due date/time, and would add it to the equivalent of the planned section for today. Similarly it recognised things like 'do admin every morning at 9am' . It would automatically create the task as recurring with the correct time. This would greatly speed up management of tasks so we spend more time doing and less time organising our to do list. Going in and out of the settings for each task to add extra things once you've created it takes time.
This is an old comment, but this feature is now included with MS To Do
thank-you, very useful. i cant seem to find the Board view in "Tasks by Planner and To Do" in Teams. Any tips?
I really need to start using To Do. Keeping track of things on paper is just not as simple and in-my-face as having notification and all of these features right on my screen.
Very Helpful - My issue was I could not get it to work -UNTIL I ADDED ANOTHER MICROSOFT ACCOUNT - As a Consultant, I have many accounts and email addresses. I can see everything now but have to keep switching accounts; only one click but a pain. With this RUclips, I could see what I needed to do. I have used some of your other RUclipss always clear - sure you use a quality mic. Thanks
Absolutely love your videos Leila. What software do you use to create your videos? The graphics and transitions are great.
Great! You can check out my main gear on my website: www.xelplus.com/resources/#gear
@@LeilaGharani thank you very much.
Leila - do you have any videos on Tasks by Planer and To Do app? I don't see the planner app anymore in teams. Also, is there a way to categorize tasks without using planner? I don't want to create a separate team for just myself to have the bucket feature.
Can ToDo show Calendar events as well as ToDo tasks in the My Day section?
Does ToDo offer subtasks? Also can you "hide" tasks that you don't want to see until a specific date in the future? For example, let's say I have a task of picking up the dry cleaning but can't do that until Friday. I don't want to see that task until Friday as it's not actionable until then. So it should be his until then.
I like your cups :)
Any new info about connection of To Do with OneNote anybody? I would really use linked notes with tasks :)
Thanks my dear Leila
You're welcome 😊
Hi...what would be an effective tool to track change management requests? Any ideas?
Exactly what I was looking for! I wanted to know if I could see my To Do app in outlook email. Now I know I need to open the web version.
Had no idea I could also integrate To do in Teams. This was an awesome video.
Thank you sooo much. I love your content. 😄
You're welcome!!
ty
great as always
Thank you! Cheers!
Thanks for the good video.
I want to ask you if there is a way to have a combined Task view for two office accounts.
I work for two companies and therefore I have two different accounts in office.
How can I view the tasks from both accounts in one place without having to switch between accounts.
I have tried to add one account as external to teams and planner but when tasks are assigned to the external account, they do not appear in the assigned tasks .
Any suggestions 🤔?
Hello Leila, can you do an updated video on TO-DO now that they are including it in the outlook application?
Hey Leila, Please make an episode with tips and tricks for web outlook office 365
Hi Leila, how are you opening the Outlook Desktop App from the To Do App when clicking 'Open in Outlook' in the 'Flagged email' list? Seems to always open in OWA.
Have problems with sync between outlook365 desktop and to do. Have seen many comments on web about this problem, but you do not seem to have it. Is it me? Love your videos!
Now your studio is much better!
Thank you!
you are awesome
Beautiful new hairstyle :) I love it. and the mug :)
Thank you! 😊
This will take some practice. Microsoft is going full steam ahead with improvements.