You can also add relevant files (up to 25 MB) and notes. You can then add a reminder, a due date, and whether this is a repeating task. For instance, if the task is “Update the Jones’ Estate Plan” you can add steps like “review medical directive”, “update trust pursuant to new rules”, “make sure client’s contact information is correct”, etc. You can add steps (sub-tasks) to your task. You can click on the star symbol to add the task to the “Important” Smart List. From that list, click on the task and a panel appears to the right. Once you have entered the text in the “Add a task” bar and hit enter the task you added appears in the My Day list. You can add a new task at the bottom of the screen. In Microsoft To-Do you start with “My Day”. Below that you can add your own tasks lists.
These include pre-set lists like My Day and Smart Lists like “Assigned to You”, “Flagged email” and “Important”. To Do is oriented in the left navigation panel by lists. If you use flags for follow-up on MS Outlook emails, make sure that this feature is also toggled on in Connected Apps. Under Connected Apps if you or your office use Planner, or Planner through Teams, make sure that Planner is toggled on. You can turn these Smart Lists on and off at any time, you won’t really know if they are useful until you have used the product for a little while.
Under Smart Lists, you can toggle on or off “Important” “Planned” and “Assigned to You”. Click on your username in the upper left corner and look under Settings. Settingsįirst, you can make some choices about how To Do interacts with other Office 365 applications. You can also download and install the To Do application for Windows or Mac, iOS or Android. You may have to click on “See More” if this is your first time using it. To get started, access To Do through your browser by going to, logging in and viewing the Office apps. To see all of your tasks in one place from across Office 365 or to help manage a remote workforce, you should check out Microsoft To Do. To Do has “Smart Lists” and suggestions based on tasks and flagged emails from other applications across Office 365, including OneNote, Planner, and Outlook. You can create tasks for yourself or assign them to your team. You can create tasks, with rich context including deadlines, reminders, sub-tasks, notes, and files. Like all of Office 365, it works in the browser and has apps for desktop and mobile devices. It is based on the Wunderlist platform, which Microsoft bought in June 2015. Microsoft To Do is a task management tool that comes with Office 365.
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