To Do - Create and share lists with others Tutorial

In this video, you will learn how to create and share lists with others using Microsoft 365. The video covers the features and benefits of Microsoft Lists, including creating lists from templates or scratch, importing data from Excel files, adding and modifying items in a list, sorting and filtering lists, and sharing and managing list displays.
This tutorial will help you improve your productivity and collaboration by effectively organizing and tracking information.

2:50
3375 views

Available in Microsoft365

Objectifs :

This document aims to provide a comprehensive overview of how to create and manage custom lists in Microsoft To Do, highlighting the benefits of collaboration and task management within a team setting.

Chapitres :

Introduction to Microsoft To Do Custom Lists
Microsoft To Do is a task management application that allows users to create various lists tailored to their preferences and work styles. One of its key features is the ability to create custom lists, which can help organize tasks around specific projects.
Creating a Custom List
To create a new custom list in Microsoft To Do, follow these steps: 1. Click on the option to create a new list. 2. Assign a name to your list. 3. Define its appearance by selecting a color or adding a photo. Once your list is created, you can start adding tasks to it.
Sharing Custom Lists
One of the significant advantages of custom lists is the ability to share them with colleagues. To share a list: - Press the sharing icon. - Click the button to choose your sharing method. Your colleague will receive a link to join the list, and upon joining, they will see it appear in their Microsoft To Do as a personalized list. They can add new tasks or modify existing ones, allowing for real-time collaboration.
Task Assignment and Management
Within a shared list, you can assign tasks to various colleagues to ensure a better distribution of work. As the owner of the list, you will notice a change in the sharing icon, indicating that multiple users are viewing the list. You can manage the sharing settings by: - Turning on the option to limit access to current members only. - Stopping the sharing of a list, which will disable the link and revoke access for all members.
Managing Your Custom List
Microsoft To Do provides several options for managing your custom list: - Rename your list by tapping its name. - Change tasks by selecting them in bulk, moving them to another list, changing their deadlines, or removing them. - Sort tasks and adjust the graphic theme of your list. - View or hide completed tasks. - Delete your list, keeping in mind that this action will remove access for all members and delete all associated tasks.
Conclusion
Creating and managing custom lists in Microsoft To Do enhances productivity and collaboration within teams. By utilizing the sharing and task assignment features, users can effectively organize their work and ensure that all team members are aligned on project tasks.

FAQ :

How do I create a custom list in Microsoft Todo?

To create a custom list, open Microsoft Todo, click on 'Add a new list', give it a name, and customize its graphics by assigning a color or photo.

Can I share my custom lists with colleagues?

Yes, you can share your custom lists by clicking the sharing icon and sending the link to your colleagues, who can then join and edit the list.

What happens if I stop sharing a list?

If you stop sharing a list, the link will be disabled, and all members will lose access to it, including any tasks added.

How can I manage access to my lists?

You can manage access by turning on the option to limit sharing to current members, ensuring only those you designate can view or edit the list.

Is it possible to delete a list in Microsoft Todo?

Yes, you can delete a list, but be aware that this action will remove access for all members and delete all associated tasks.

What is real-time tracking in Microsoft Todo?

Real-time tracking allows you to see changes made to tasks or lists immediately, ensuring everyone is updated on the current status.

Quelques cas d'usages :

Project Management

Use Microsoft Todo to create custom lists for different projects, allowing team members to collaborate, assign tasks, and track progress in real-time.

Task Delegation

In a team setting, assign specific tasks to colleagues using the task assignment feature to ensure a balanced workload and clear accountability.

Event Planning

Create a custom list for planning an event, share it with your team, and manage tasks such as venue booking, catering, and guest invitations collaboratively.

Sales Tracking

Sales teams can use custom lists to track leads and follow-ups, assigning tasks to different team members to improve efficiency and accountability.

Personal Productivity

Individuals can create personal task lists to manage daily activities, set deadlines, and track completed tasks to enhance personal productivity.

Glossaire :

Microsoft Todo

A task management application that helps users organize and manage their tasks and to-do lists.

Custom Lists

Personalized lists created by users to group tasks based on specific projects or preferences.

Sharing Icon

An icon that indicates whether a list is shared with other users and allows for managing sharing settings.

Real-Time Tracking

The ability to see updates and changes made to a list or task immediately as they occur.

Task Assignment

The process of designating specific tasks to different colleagues for better workload distribution.

Access Management

Settings that allow the owner of a list to control who can view or edit the list.

Bulk Selection

The ability to select multiple tasks at once for editing or moving to another list.

Graphic Theme

The visual design elements of a list, including colors and images that can be customized.

Completed Tasks

Tasks that have been finished and can be viewed or hidden based on user preference.

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seen that Microsoft Todo offers you a

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number of lists that you will use based

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on your preferences and the way you work.

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But the app also let's you create

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your own custom lists, for example to

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group tasks around the same project.

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To start create a new list,

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give it a name and define its graphics by

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assigning it a colour or photo. It is John.

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All you need to do now is add tasks.

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The great advantage of custom

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lists is that you can share them

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with others in your company.

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To do this,

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press this icon and then this button

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before choosing your sending math.

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Your colleague will receive a link. And after

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joining the list, he or she

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will see it appear in to do

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as a personalized list. He or

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she can add new tasks to the

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list or change existing tasks.

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And then track these changes

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in real time. You can assign

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the task of the list to the

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various colleagues of the list for

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a better distribution of work.

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On your end, you notice that the sharing icon

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on your list has changed to indicate

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that there are several of you viewing it.

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However, you can manage it to access.

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Turn on this option if you want to limit the

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lists sharing access to current members.

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Indeed, all employees of a company

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who have access to the link can

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change the list and share it in turn,

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even if you are the owner,

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you can also stop sharing a list.

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This will disable the leg and your employees

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will no longer be able to access it.

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Lastly, this less provides

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several options through this menu.

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Rename your list by tapping its name.

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Change your task by selecting them in bulk.

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Moving them to another list,

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changing their deadlines, or removing them.

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And finally.

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Sorting options for your test.

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And for the graphic theme of your list.

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And the ability to view or

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hide your completed tasks.

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You can also delete your list.

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Be aware that this means that it's

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other members will no longer have

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access to it and that the task you

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have added will also be deleted.

Mandarine AI: WHAT YOU SHOULD KNOW

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