TIPS - Organize your tasks with Microsoft To Do

Summary

Organize your tasks with Microsoft To Do

Body

If you're using Outlook in Microsoft 365, here's how to add your emails to Microsoft To Do to create your task list. (If you're using Tasks in Outlook.com, the instructions are slightly different.)

  1. From the Outlook toolbar, click the My Day icon, which looks like a calendar with a check mark. The My Day To Do pane will automatically appear. 

    Microsoft Outlook toolbar with the My Day icon selected. A portion of the My Day pane visible with an arrow pointing to the "To Do" tab in the My Day pane.

     

  2. Drag the email you need to address to the To Do pane, and drop it in the Add as a task section. If you want to create a calendar event from an email, you can also drag and drop it in the Add as an event section. 

    Demo of an email being dragged and dropped into the "Add as a task" section of My Day's "To Do" pane.

     

    By default, the subject line of your email will appear as the task name, but you can edit this by clicking the name. To review the email the task originated from, click the View email icon, which looks like an envelope.

    A task list in the My Day "To Do" pane. An email associated with a task is highlighted, and there's an arrow pointing to the email preview beside it.

     

  3. To customize your task further, right-click it and choose from a list of options, including Set reminder and Set due date.  When you set a due date or reminder, those dates will appear directly below your task. 

    A My Day task. Under the task name is a due date, reminder date, and email source.

    Need to flag a task as important? Click the Mark as important iconwhich looks like a hollow star beside your task. (A filled-in star indicates the task is important.)

If you set a reminder, a Reminders window will pop up in Outlook at the specified time. Not ready to check off the task yet? Hover over the task, and click the Snooze reminder icon, which looks like an alarm clock. 

My Day task reminder window. Beside the task name is an alarm icon and an X.

 

Once the task is complete, check it off by clicking its Mark as completed icon, which looks like a circle.  

 

It's worth mentioning that you can also automatically add flagged emails to your task list in Microsoft To Do. Here's how. 

  1. Go to to-do.office.com.

  2. From the toolbar, click the Settings icon, which looks like a cog, and then click To Do Settings

    Microsoft To Do tool bar with the settings icon selected. A portion of the settings pane is visible with an arrow pointing to "To Do Settings."

     

  3. In the Settings window, under Connected Apps, click the toggle for Flagged email.

    My Day To Do settings with an arrow pointing to the toggle for "Flagged email," which has been turned on.

     

  4. Back in Microsoft Outlook, click the My Day icon from the toolbar. 

  5. Click the caret beside Tasks, and then select Flagged emails

    Portion of the My Day pane in Outlook. The To Do dropdown menu is visible with "Flagged Emails" highlighted.

     

Now you can easily review all your flagged emails as tasks in one place.

Flagged emails in the My Day To Do pane with an arrow pointing to the email source, which has been flagged.

Details

Details

Article ID: 8948
Created
Thu 11/2/23 9:20 AM
Modified
Thu 11/2/23 9:20 AM