Forms - Centralize emails, conversations, and forms into a single task management flow Tutorial

Discover how to streamline your workflow by centralizing emails, conversations, and forms into a cohesive task management system. This video reveals essential strategies for capturing requests, automating processes, and enhancing team collaboration. Dive in to learn how to transform messages into actionable items and maintain organized communication for maximum efficiency! Tags: forms, discovery, organize.

02:28
6 views

Available in Microsoft365

00:00:05

an entry point to capture,

00:00:07

a register to structure,

00:00:09

a space to execute,

00:00:11

a conversation place to decide,

00:00:13

and a personal dashboard view.

00:00:16

This module demonstrates how to capture requests without losing information

00:00:21

from messaging forms and conversations.

00:00:25

Establish the main channel for receiving requests

00:00:29

for inquiries from external or varied contacts.

00:00:32

A form standardizes collection

00:00:35

and reduces emissions

00:00:37

for requests mainly arriving via messaging or meetings,

00:00:41

convert them immediately into actionable items,

00:00:44

collective actions or structured recordings.

00:00:47

The key lies in rigor.

00:00:50

No request should linger in a message or conversation without being addressed.

00:00:56

Forms can automatically trigger an automation flow to

00:00:59

record the request and alert the team,

00:01:02

ensuring consistent processing upon receipt.

00:01:06

Email is a major channel

00:01:08

marking a message turns it into a personal task

00:01:11

with a direct link to the original message,

00:01:14

allowing a transition from inbox review

00:01:17

to action review.

00:01:20

To further automate,

00:01:22

set up a flow that converts emails meeting certain criteria

00:01:26

into an action or a structured record

00:01:29

in a conversation,

00:01:31

directly create a task from the message containing the request,

00:01:35

hover over the message,

00:01:37

access the context menu,

00:01:39

and select the task creation option.

00:01:43

The link to the original discussion is preserved,

00:01:46

making the engagement visible on the team board.

00:01:50

This practice establishes a collective discipline.

00:01:53

Decisions and executions are clearly separated.

00:01:57

As soon as a request requires follow up,

00:02:00

measurement,

00:02:00

or sharing

00:02:02

converted into a structured record in Microsoft List.

00:02:05

This step prepares detailed management in the next module.

00:02:10

Forms can automatically feed this register

00:02:13

and internal forms allow for standardized entry.

00:02:18

The next module will group these channels into a unified pipeline

00:02:22

with clear rules for sorting,

00:02:24

assignment,

00:02:25

and alerting.

Mandarine AI: WHAT YOU SHOULD KNOW

RELATED COURSES This tutorial is part of the following courses

4 Views

E-learning Débutant

Video Training Microsoft 365 - Choose your task management tool

Discover how to structure task management in Microsoft 365 by combining Outlook, Lists, Planner, Loop, and To Do for smooth and centralized ...

ALL COURSES