Microsoft To Do explained
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This document provides a tutorial for Microsoft To Do, a task management app. It outlines the basic features and how to use the app in 6 steps: 1) Signing up, 2) Getting to know the app interface, 3) Creating lists and adding tasks, 4) Organizing tasks and lists, 5) Sharing tasks, and 6) Assigning tasks. The app allows users to create and organize tasks, lists, and groups across devices for managing personal and work tasks. Key features include integration with Outlook, sharing and assigning tasks to others, and organizing tasks using categories, reminders, and due dates.
Microsoft To Do explained
- 1. Microsoft To Do Tutorial This Photo by Unknown author is licensed under CC BY-SA.
- 2. AGENDA Introduction STEP 1 – HOW TO SIGN UP? STEP 2 – GET TO KNOW MICROSOFT TO DO STEP 3 – CREATE LISTS AND ADD TASKS STEP 4 – ORGANIZING TASKS AND TASK LISTS STEP 5 – SHARING TASKS
- 3. What is Microsoft To Do? • It's a task tracking app that's very powerful but also very easy to use. • It allows users to manage their tasks from a smartphone, tablet and computer.
- 4. Why Microsoft To Do? 1. It’s free or part of your MICROSOFT 365 subscription 2. It’s mobile! You can use To Do in your desktop client, web browser or in the mobile apps for iOS and Android. 3. It’s organized! Create lists to group your tasks, give them due days and reminders, attach files, links or notes to them. 4. It’s fast Especially the mobile app works fast as fast can: No delays, syncs across the devices with no issues, even with bad wifi connection I am able to work! 5. It’s easy to use 6. It’s connected Microsoft To Do or Outlook? There is no OR — it’s already an AND! 7. It’s caring: share your lists Although Microsoft To-Do is your personal taskmanager, you may share some lists with others, like you share some personal files in your Onedrive with colleagues as well. Inviting others to work on something jointly is always a good idea! This Photo by Unknown author is licensed under CC BY-SA-NC.
- 5. How to sign up? • Web version • Desktop version • Mobile version
- 6. STEP 1 – How to sign up? Todo.microsoft.com
- 7. STEP 2 – GET TO KNOW MICROSOFT TO DO ORGANIZING INFORMATION LIST
- 8. ORGANIZING INFORMATION Tasks can be organized in different ways My day- This is where tasks you add to your day will appear. Important- Tasks that are marked as important are listed here. Planned-If your task has a due date, it will appear here. Assigned to you -All tasks assigned to you from To Do or Planner will appear here. Tasks - If you create a task outside of a list, it will live in the tasks list.
- 9. LISTS • Next, we have lists. Here you’ll see any lists you’ve created and lists that have been shared with you by others. • Tasks can be added to lists and you can have a mix of both business and personal if required.
- 10. GENERAL STRUCTURE OF TO DO GROUP A LIST A LIST B TASK A1 TASK B1 SUBTASK B2.1 TASK B2 SUBTASK B2.2 SUBTASK B1.1 SUBTASK B1.2 SUBTASK A1.1 SUBTASK A1.2
- 11. STEP 3 – CREATE LISTS AND ADD TASKS - Click + New list. - Type a name for your list (Project DIGIVET) - Press Enter. Let’s create a new list for Project DIGIVET.
- 12. • Let's create one more list (Project LEARN+)
- 13. Now we have our new list, let’s add some tasks. • Tasks can be created from within a list. • Here I have added a task to the Project DİGİVET list (Act.1, Act.2).
- 14. • Tasks can also be moved to lists. This is useful if you have a lot of tasks that were created outside of a list. • To move a task, just drag and drop the task from the Tasks list to the Project DIGIVET list.
- 15. • When the list has been created, there are a few options available in the right-click menu. • Here, you can share, duplicate, print the list or delete the list.
- 16. • Click on any task to add more detail. • Ensure you click on the taskbar and not the circle (which will complete the task) or the star (which will mark the task as important).
- 17. ⚪ Click the circle next to a task to mark it as complete. ⭐ Mark a task as important. This will add the task to the important task list. STEPS Add steps or subtasks to a task. These might be mini tasks (subtasks) that need to be completed for the overall task to be complete. They might also be pre-requisites.
- 18. Add to My Day To see a list of tasks that need to be done today, you can add any task to My Day. If the task isn’t completed that day, it won’t move to the ne day. You will need to move it manually. Remind me Adding a reminder will prompt an Outlook reminder much like a meeting or appointment reminder. Add a due date Adding a due date will add the task to the planned list. Overdue tasks will show in red. Repeat Add a recurrence for tasks that repeat weekly, daily, monthly, etc. Add file Attach a file to your task. This can be a file that’s saved locally, or you can choose a file from cloud storage if you have it set up to synchronize locally. Add Note Add any additional comments about the task. Delete the task Pick a Category You can choose a category you have different colors that you could assign to a task (red-urgent).
- 19. • Create new list from this task • Move task to …. • Copy task to... Similar to the pane on the right Additional Controls
- 20. As your task lists grow, you may want to sort, organize, and color code the task lists. • Click on a task list. • Click the three dots in the top right-hand corner. • Here you can sort tasks, add a theme to distinguish one task list from another, rename the task list, print or delete it.
- 21. STEP 4 – ORGANIZING TASKS AND TASK LISTS • Task Lists on the other hand, can be organized into groups. • For example, I’ve created a group called Projects. I’ve moved the Project Digivet and Project LEARN+ task lists to the group (create group) using drag and drop. - Click on the "Create Group" - Type a name for your Group (PROJECTS) - Press Enter.
- 22. STEP 5 – SHARING TASKS Task lists can be shared with other people, but there are some limitations. Lists can only be shared within an organization or between personal Microsoft accounts. • Open the list you want to share. • In the top right-hand corner of the list click the person icon. • Click Create invitation link. • Click Copy link. The person who receives the link will have to open the link, and from there, you can accept them. Click Manage access to limit access to the list or stop sharing the list entirely.
- 23. • Earlier in the presentation, I mentioned assigning tasks. Tasks assigned to you by others will appear under Assigned to me. • You can also assign tasks to other people, provided those people are list members. Click on a task. Click on Assign to. Select someone to assign the task list to from the members list.
- 24. Useful Links How To Use Microsoft To Do: Microsoft To Do Tutorial https://www.simonsezit.com/article/how-to-use-microsoft-to-do-microsoft-to-do-tutorial/ Microsoft To Do Setup Guide https://gettingthingsdone.com/wp-content/uploads/2020/12/GTD_Microsoft_To_Do_A4_sample.pdf
- 25. Microsoft To Do Tutorials • https://www.youtube.com/watch?v=uUvp0XgE--s&t=476s • https://www.youtube.com/watch?v=MCc56WuQMjk&t=742s • https://www.youtube.com/watch?v=wQuRomdiJ58
- 26. Thank you! Do not hesitate to contact for further questions: Etibar MIKAYILOV
Editor's Notes
- #6: You have a web version of to-do, destkop and mobile version. And all of these are synced together through your Microsoft account. There are numerous ways to access Microsoft To Do, but you will need to have a Microsoft 365 account. You can work from a browser by accessing https://todo.microsoft.com/ or through Outlook on the web. If you spend most of your day at your desk, you may prefer to access To Do through the Outlook desktop app. However, my personal preference is the mobile app. Available for both Android and IOS you can download Microsoft To Do and always have your to-do lists in your pocket. I will be using the browser version of To Do.
- #7: Most direct path is you simply navigate to todo.microsoft.com and that will drop on the Microsoft to do homepage. Then simply click on get started.
- #8: After log in it will drop you on the main todo interface. Different filter views on left side The first thing you need to understand is what kind of lists we can manage in Microsoft To Do. The main menu on the left-hand side is divided down into two parts: ways you can organize your information and lists.
- #11: Big Picture
- #13: Here we have two different list. Now let's add tasks for each list separately.
- #15: Click on the TASKS if you want to create tasks outside of a list. I prefer to have all tasks assigned to a list, so I’ve moved any un-assigned tasks to their relevant lists.
- #18: Set different settings on this side.
- #20: İf you go back to the main task view here, you can also do is I can right click on an item and this brings up a context list menu here, and within here you will notice that many of these different controls that I have a very similar to the pane on the right. But I do have some additional control down here that I don’t get in the right-hand pane.
- #22: We have already created Lists. Then we created tasks then subtasks. So now we can group these lists named PROJECTS. Projects, it is a group consist of the lists, lists consist of the tasks and tasks consist of the subtasks.