To Do - The Outlook tasks in To Do Tutorial

In this video, you will learn about the Outlook tasks in To Do.
The video covers how to synchronize your Outlook tasks with Microsoft To Do, add indicators to emails in Outlook to create tasks in To Do, and manage tasks in To Do.
This will help you stay organized and efficiently manage your tasks using both Outlook and To Do.

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Available in Microsoft365

Objectifs :

This document aims to provide a comprehensive overview of how to connect Outlook to Microsoft To Do, manage tasks, and utilize various features for effective task organization and tracking.

Chapitres :

Connecting Outlook to Microsoft To Do
To synchronize your Outlook tasks with Microsoft To Do, you need to connect the two applications. Once connected, any task you add an indicator to in Outlook will automatically appear on your To Do home screen. This integration allows for seamless task management across both platforms.
Managing Tasks in Microsoft To Do
When you add a task in Outlook, it will show up in Microsoft To Do. You can manage these tasks by: - Adding them to your day - Moving them to another list - Marking them as important, similar to tasks created directly in To Do. Each task will display the content of the associated email, including the recipient's name, which can be opened in the Outlook app for reference.
Creating and Editing Tasks
In Microsoft To Do, you can create tasks with additional details. You can: - Add steps to the task - Set reminders and due dates - Attach files or add notes. However, it's important to note that these additional details will not be visible in the Outlook mobile or desktop app; they can only be viewed in the online version of Outlook.
Completing and Hiding Tasks
To mark a task as completed in Microsoft To Do, simply check it off. Completed tasks will disappear from your list if you choose to hide them, or they will remain visible if you opt to display all tasks. If you uncheck a task in To Do to reactivate it, this change will not reflect in Outlook. You must add an indicator to your email directly in the Outlook app to see the task displayed on both platforms.
Customizing Your To Do List
Microsoft To Do offers several options for customizing your task list: - Change tasks in bulk by selecting them and moving them to another list or changing their deadlines. - Sort tasks using different filters. - Change the graphic theme of your list by assigning a color or photo. - Choose to hide or display completed tasks.

FAQ :

How do I connect Outlook to Microsoft To Do?

To connect Outlook to Microsoft To Do, ensure you are signed in to both applications with the same Microsoft account. Tasks created in Outlook will automatically sync to Microsoft To Do.

What happens when I add an indicator to an email in Outlook?

When you add an indicator to an email in Outlook, a corresponding task will appear in Microsoft To Do, allowing you to manage it alongside your other tasks.

Can I view my tasks created in To Do in Outlook?

Yes, tasks created in Microsoft To Do will sync with Outlook, and you can view them in the task section of the Outlook application.

What features are available for managing tasks in Microsoft To Do?

In Microsoft To Do, you can add steps, set reminders, assign due dates, attach files, and add notes to your tasks. You can also sort and filter tasks, change themes, and manage completed tasks.

How do I mark a task as completed in Microsoft To Do?

To mark a task as completed in Microsoft To Do, simply check it off. It will disappear from your list if you choose to hide completed tasks.

Quelques cas d'usages :

Email Task Management for Project Teams

Project teams can use the integration of Outlook and Microsoft To Do to manage tasks derived from emails. By adding indicators to important emails, team members can ensure that tasks are tracked and completed efficiently, improving project workflow.

Personal Task Organization

Individuals can enhance their personal productivity by converting emails into tasks. By using the indicator feature, users can keep track of important emails that require action, ensuring nothing is overlooked.

Deadline Management for Freelancers

Freelancers can utilize Microsoft To Do to manage deadlines by setting due dates and reminders for tasks derived from client emails. This helps in maintaining timely communication and project delivery.

Team Collaboration on Tasks

Teams can collaborate more effectively by sharing task lists in Microsoft To Do. By converting emails into tasks, team members can assign responsibilities and track progress collectively.

Improving Email Follow-Up

Sales professionals can use the integration to ensure timely follow-ups on leads by converting follow-up emails into tasks. This helps in maintaining a structured approach to client communication.

Glossaire :

Outlook

A personal information manager from Microsoft, primarily used as an email application but also includes calendar, task manager, contact manager, note-taking, journal, and web browsing.

Microsoft To Do

A task management application that allows users to create, manage, and share tasks and to-do lists across devices.

Task

An item on a to-do list that represents a specific action or work that needs to be completed.

Indicator

A visual marker or symbol used to signify that an email has been converted into a task or requires attention.

Due Date

The date by which a task must be completed.

Reminder

A notification set to alert the user about a task or event at a specified time.

Truncated

When text is cut off or shortened, often due to length limitations in a display area.

Completed Tasks

Tasks that have been finished and can be marked off the to-do list.

Online Version of Outlook

The web-based version of Microsoft's Outlook application, accessible through a web browser.

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chosen to connect outlook to Microsoft to

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do a synchronized little Mail that you

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have added an indicator on will appear

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on your apps home screen each time you

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add an indicator to an email in outlook.

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A task will appear in to do.

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You can add your outlook task to your day,

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move them to another list.

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Or mark them as important as you

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would for tasks created in to do.

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When you open a task.

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You find the content of the associated

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email along with the recipients name.

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You can open it in your outlook app.

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In the event the text gets

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truncated because of its length,

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or if you simply want to

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see the email format.

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But that is not all the same way

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you would create a task in to-do.

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You can add steps.

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Create a reminder. Anna due date.

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And finally set a pre audacity

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for that task.

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You can also attach a file to it.

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Or add notes. Note that

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these editions will not be visible in

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your outlook mobile or desktop app.

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You will only be able to view them into do

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or by using the online version of outlook.

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Indeed, the task tab now opened directly

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on the online version of to do.

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To validate a task you have completed,

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simply check them off.

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They will disappear from the list

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if you choose to hide completed

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tasks or will appeared crashed.

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If you choose to display all your tasks,

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these changes will also

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be effective in outlook.

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Note, however, that once you have marked,

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the task is completed.

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If you uncheck it into,

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do to reactivate it,

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this change will not be taken into account.

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In outlook.

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You will need to add an indicator.

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To your email directly in the app to

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see the test displayed on both sides.

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You have several options for your outlook

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To Do List in to do through this menu,

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change your tasks by selecting them in bulk,

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moving them to another list,

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or changing their deadlines.

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Sort your task through different filters.

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Change the graphic theme on your list

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by assigning it a colour or photo.

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And finally choose to hide or

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display that asks you have completed.

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