How to Use Microsoft To Do With Outlook, Teams & Planner

Today we're going to talk about Microsoft To Do  and how it integrates with other apps that you're using like Outlook, Teams, and Planner. Now, for  example, how can you easily create a task out of an email or create a calendar item out  of a task? How about if a task is in Teams?

How can you add it to To Do? So, this whole  integration was an important factor for me because I was only going to use yet another  app, if it fit properly in my world. We'll take a look at all of these but if you're new to  To Do, make sure you check out my other video that introduces you to the app and  also shows you how you can properly organize your tasks.

Once you're ready, join me here  and we're going to talk about integration. To Do is currently well integrated with Outlook,  especially Outlook on the web. Now, you're going to be surprised here because Outlook on the web  is more advanced to desktop.

Now, To Do is also well integrated with Teams. There are some new  developments that are coming there which I'm going to talk about let's jump in and talk about outlook  integration first let's start off with Outlook for desktop so I have an outlook open right here on  the bottom I can take a look at my to-do's any test that you see in your to-do list is either  directly created in Outlook or in the To Do app because everything is synced you probably  notice you have a more restricted view here so you have your to-do list you have your tasks  including completed tasks and you have any lists that you might have created in to do what you  don't have are tasks that are assigned to you from planner for example but what is important to know  here is that any task you create or update in this view or in to do are going to be linked together  so for example i'm just going to open my to do app and let's say I add a new task to my day I  should see that pop up in my to-do list now we have to give it some time to sync and  when it does it should pop up right here and it was added right in the middle now notice  that we don't have a separate my day in here anything that doesn't have a date is going to be  directly shown in this group now if I go here to outlook and add a due date to this so let's  go with the 5th of March and let's save this it should update in my to-do app and it updated  right here so it might take a few seconds to update but ultimately they are connected with  one another now another thing I like to do is to create tasks out of emails so for example let's  go back to email and let's say I want to create a task out of this email I can just click on it and  drag it to my tasks icon here and drop it there then I can assign a due date add a reminder if I  want and add any other information I want to this when I save this I can see this task in my to-do  list and my to-do app so if I switch my view to here that task is right here and if I go to the  app and switch to tasks that task is right here now the important thing to note here is that  this task is now fully independent to the email you can safely delete that email if you don't  need to keep it in your inbox if on the other hand you flag emails in your inbox you'll directly see  them under flagged email so let's jump to outlook let's go to inbox and I'm going to flag  this when I do that and I switch to my to-do I should see it pop up here and it does when  you click on this you can directly open this in outlook once you've completed this task and you  place a check mark here it's also going to remove the flag on the outlook side so if I bring up  outlook now that flag is switched to completed now I'm just going to go ahead and clear this flag so  let's right mouse click and clear flag now here I need to mention that you can also add your to-do's  to the sidebar here so if we go to view under layout to do tasks we get to see all our tasks on  the side but there is a difference when you drag and drop an email in this view so if for example I  take this email and I drag it and drop it in here it doesn't create a separate task like it  would if I drag and drop it in here instead it flags the email and in my to-do app this is  going to show in the category flagged emails okay so keep this in mind if you're using to do  on your sidebar remember how i told you that the web version of Outlook has more functionality and  better integration than the desktop version well let's take a look at that now I'm going to bring  up the browser and I'm already logged into my office.