To assign To Do tasks to others, click on the task you wish to assign to someone, then click the Assign To field ( Figure C) and specify the team member to whom you wish to assign the task.You can search Microsoft's knowledge base for answers to common questions (Image credit: Microsoft) Support To Do makes it easy–just be sure your department and coworkers are agreeable to the concept. Departments already collaborating via those applications will find it no trouble furthering investments in these products by extending their workflow to permit assigning To Do tasks. Thankfully, Teams, SharePoint and Planner are well positioned to assist. Unfortunately, widespread COVID-19 pandemic-fueled work-from-home arrangements often make teamwork more challenging. It's no secret teams accomplish more working together. With all your responsibilities logged and tracked within To Do, you can spend less time managing and coordinating tasks and more time actually working and completing those responsibilities. By default, Planner tasks appear within your Assigned To Me list within To Do, and any Planner tasks with a due date will also appear within your To Do Planned list. Then, whenever your account is assigned a Planner activity (i.e., whenever you are listed within the Planner activity's Assigned To Me field), you'll receive a corresponding task within To Do. If you've associated your Microsoft 365 account with Planner, open To Do's preferences, click the Connected Apps tab and check the box for Planner.
You can also automate the creation of To Dos using Microsoft Planner. Better yet, once you mark the To Do task as complete, the app clears the message's corresponding flag within Outlook.
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Once the Outlook message is converted to a task, you're free to associate the newly created task within To Do using your groups and lists, while also adjusting the due date and importance, should you choose. If you don't see Flagged Email, open To Do's preferences, click the Connected Apps tab and check the box for Flagged Email. To Do will subsequently create a task within the Flagged Email list using the message's subject line and body text. Receive an email message requiring you follow up or perform another function? Flag the Outlook email. You can integrate both Planner activities and Outlook messages within To Do. Take advantage of To Do's ready integration with its potent Microsoft brethren. Working within the Planned view assists knocking out task according to due dates. To Do permits grouping active responsibilities by labeling individual tasks as important, associating individual tasks with the current day and by setting due dates for each to do, or any combination of those three elements–use these capabilities. Resist the temptation to collect tasks within a flat list using To Do instead, use the simple but powerful combination of Important, My Day and Planned features ( Figure A). Use the Important, My Day and Planned features Thoughtfully separating work functions into dedicated categories best helps organize and coordinate each workday. Then, within the Taxes group, for example, creating the following lists can help organize various ongoing responsibilities into these separate categories: Within each group, you should create multiple lists to further organize tasks.įor example, if you manage accounting and tax responsibilities for your firm, you might wish to create the following groups: To Do works best when you create groups to separate tasks into different projects and initiatives. Having To Do readily accessible via the same method won't hurt. With SharePoint directing so many users to web-based resources, you may already be in the habit of accessing intranet content. A few Microsoft 365 services-Bookings, Sway and Yammer among them-still require accessing online when using macOS, iOS or iPadOS, as Microsoft doesn't offer Apple-specific app counterparts.
In addition to tracking remaining steps and confirming those you've marked as completed, To Do can sort remaining tasks by date, as you'd expect, while providing a My Day option that better enables organizing and completing specific priorities each workday.Ĭonsider setting a bookmark to quickly connect to the Microsoft 365-powered To Do portal online. So track all your projects and responsibilities, including all corresponding sub-steps and milestones, within To Do. The more you use the program, the more it helps. You want To Do to be almost immediately accessible to better encourage consistent use. The trick is for To Do tasks and reminders to be only a click away.
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