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

[@LeilaGharani]

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[@Mila-xb8jp]

in the outlook web version we can't assign a task right ? how to ?

[@vijayarjunwadkar]

When you "Team" up with Leila, you "Excel" in "Office", your "Outlook" towards work changes, and you realize that, there are so many things "To Do"! Well done, looking for more, keep it going! 😊👍👏

[@LeilaGharani]

😊 Love that! Thanks Vijay

[@larslengberg]

"Word"! :)

[@mohammadrezadelpak6282]

Hello I'm so thrilled to see an successful iranian lady teaches and speak very well❤

[@scanlynndaniel2267]

This was AWESOMELY helpful, brief but PACKED with SUPER USEFUL information. I am so grateful to you for making this. Integration, to me, is the power of the Microsoft suite but they don't always make it clear how all the integrations can really WORK for users. You bridged that knowledge gap so beautifully.

[@MarcusCrumble-x3f]

Great video as usual. The ability to create a task from Teams is now working 🙂

[@rey031]

Thanks!

[@LeilaGharani]

Thank you!

[@PabloMatsumoto]

Your channel is very useful. Most productivity channels are aimed towards freelancers who can choose the apps they work with, so they focus on Notion, Evernote, etc. On the other hand, corporate work is almost exclusively based on Microsoft.

[@LeilaGharani]

Thank you. Yes. All the companies I've worked at or consulted had Microsoft products.

[@MohamedNagy90]

Really useful! I am going to use To-do every day from now on. Thank you

[@jaymitchell6502]

Still awesome 2 years later! Love ya work.

[@maxshreck8353]

This is awsomely helpful!! To Do is one of those apps that you first cannot understand what's it for (what different is it from a calendar) and then you find it immensely useful. One find I can't understand is how Calendar and To Do are not synchronised: like creating an event on Calendar would instantly create a task in To Do instead of the other way around.

[@KamranZahidAwan]

One of the best videos on this topics. I simply fell in love with your technique and style and content and pace and graphics and all other reasons.

[@andrewwmitchell]

That was great. So clear, so full of actionable information. The favourite thing I learned was dragging an email to To Do to make a task... Brilliant! Thank you so much for making this; keep up the great work.

[@LeilaGharani]

Thank you. Glad it was helpful!

[@andrewwmitchell]

@@LeilaGharani Thought you might like to know that three of us at work are already using the email drag to create a ToDo task trick. Your knowledge is flowing well beyond your KZbin audience. (And, yes, I shared your video as well.) Thanks again.

[@ARIBRUZZO]

Excellent! thanks Leila for this great tips!!! as you mentioned it's already available the option to create a task directly from a chat in teams... Suu-peeer !!!😃

[@uk6in]

Another great video ! Keep it coming

[@sleivbu]

Most useful video I have seen in a long time, thanks

[@LeilaGharani]

Glad it was helpful!

[@9444444441]

Definitely worth spending time, centralized planner, great organizer. Thank you for the video.

[@MeRGB2]

What A Great Video Thank Tou

[@55wig]

Hi, my first ever comment... This video was extremely helpful! This was by far the best explanation how to integrate the different tasks into one place. Now i got the all easily accessible via the To Do app Widget on my iPhone. This is awesome! Thank you Leila!

[@LeilaGharani]

Great to hear!

[@billythegoat2615]

my goodness!! there are so much gems in those apps you mentioned!! thanks :)

[@zsoltkortvelyesi2541]

And to push people even more towards the OWA: in the e-mail if you highlight something, then you can create a task or even a note out of it. It's soo great, when you need to do several things with an e-mail, then you can make sure you know exactly what to do.

[@jw9410]

You are out of this world. I love your lectures. Keep up the good work.

[@LeilaGharani]

Thank you! 😃

[@albertograf3419]

Thank you very well explained 👍👍

[@tahakhalil]

Thanx, very much Leila for the comprehensive work & super explanation, You rock..👍👏

[@stevew4079]

I’ve been wondering about todo and if I should be using it. Yay!

[@TW-pp1tm]

Love your videos. Suggestion - Please do a tutorial on using Power Automate to email a CSS-styled daily to-do list for all Microsoft To-Do lists.

[@redhot0808]

Thank you so much !!!! you are the best! the integration within the calender view was exectly what I was looking for after I realized I want to place my todo's in my calender!! Sarit (Israel)

[@SergioMartinezP]

OMG this video is all i needed! Thanks!

[@LinoOliveira]

It is also possible to integrate OneNote and To Do. If you create an Outlook Task in OneNote, it is also created in To Do. The assignment of a person also work except if you add more than one person.

[@chh8860]

As always ... Leila demonstrates a terrific mastery of the subject and provides an impeccable delivery. I am not fluent in these applications ... I hope to learn more soon using this video and Leila's other recently released videos. But I must say, at times I feel like I am in The House of Mirrors ... finding it very disorienting where to turn to find what I am looking for. I think one of Leila's main points is that no matter where I turn, my 'tasks' will be there. But I still cannot help but feel that the numerous 'features' are like a patchwork quilt knitted together with some parts quite seamless ... and other parts less so. I continue to look for a way to organize my myriad of tasks by Client ... by Project ... by Task ... by Sub-Task (which I have done in Outlook for decades). I simply need to spend more time (which is in short supply) to understand the full potential of these applications ... but I am very thankful to have Leila's help doing so.

[@LeilaGharani]

Thank you! I like your analogy "the house of mirrors".

[@Sponsi_PL]

I am waiting for MS Loop - THIS will be awesome!

[@sikandarbhojani23]

The best channel for IT learning.

[@fjantz3373]

Awesome learning tools - thanks 👍👍

[@LeilaGharani]

Our pleasure :)

[@francklebeau6860]

Hi Leila, I an a french fan of your videos. Thank you so much for this one. It is a shame that Planner can't assign tasks according to time slots in the Outlook Calendar. My colleagues think I am available for meetings when in fact, I am working on project tasks from Planner

[@thebeckers]

@LeilaGharii. I love your videos. Thank you. Do you know if there is a way to have an action item in To-Do be linked over to planner? I know planner goes automatically into To-Do.

[@rosshilton]

YES YES YES - excellent video, excellent topic! I subscribed....

[@LeilaGharani]

Awesome, thank you!

[@williehutch03]

Very thorough video!

[@LeilaGharani]

Thank you!

[@sagato888]

Thank you so much for the tutorial. straight forward and easy to follow. 😊😊

[@MegaAbdulaa]

great explanation.. thanks a lot

[@wayneedmondson1065]

Thanks Leila. Appreciate all the tips :)) Thumbs up!!

[@LeilaGharani]

Glad it was helpful!

[@hrgagan9192]

Another great video thanks, Can I also add Teams Meetings to To do as a task Or is it better to use Planner app? What would you recommend? Thanks

[@ianstirling]

Very Helpful - My issue was I could not get it to work -UNTIL I ADDED ANOTHER MICROSOFT ACCOUNT - As a Consultant, I have many accounts and email addresses. I can see everything now but have to keep switching accounts; only one click but a pain. With this KZbin, I could see what I needed to do. I have used some of your other KZbins always clear - sure you use a quality mic. Thanks

[@rachael5029]

What I miss in to-do that was available in wunderlist is the natural language input when adding a task e.g. I could write 'create presentation today at 3pm' and it automatically add the due date/time, and would add it to the equivalent of the planned section for today. Similarly it recognised things like 'do admin every morning at 9am' . It would automatically create the task as recurring with the correct time. This would greatly speed up management of tasks so we spend more time doing and less time organising our to do list. Going in and out of the settings for each task to add extra things once you've created it takes time.

[@jamiek1387]

This is an old comment, but this feature is now included with MS To Do

[@CezaCDW]

Hi, thanks for tutorials - they're great! I cannot find the tasks by Planner and To Do app, on my version of Teams... has it changed name?

[@sadafansariaa]

Thanks! Well explained 👍🏻

[@fathiipad]

You are the best 👍

[@snibushds]

Nicely done

[@omega3li493]

Very good. Thanks, Leila

[@cdyard1]

Hi, Leila Could you create a video for Outlook for the Web? I was quite surprised when you said Outlook for the Web has more functionalities than Outlook Desktop: when I open it, all I get is a big nothing. All I have is Notes (some notes I take with OneNote on my iPhone) and the icon for To Do. I have Office 365, Windows 10. Clearly, I need some help there.

[@darkbeauty8984]

Exactly what I was looking for! I wanted to know if I could see my To Do app in outlook email. Now I know I need to open the web version. Had no idea I could also integrate To do in Teams. This was an awesome video. Thank you sooo much. I love your content. 😄

[@LeilaGharani]

You're welcome!!

[@SyedMuzammilMahasanShahi]

Thank you for this wonderful video.

[@LeilaGharani]

Our pleasure!

[@thomasgraham8694]

Hi Leila,, this was helpful after having a good dig around myself in Teams and Outlook. I wondered, if there was a way to add "My Day" to outlook (not the one in planner and to do in Teams). The planner and to do in Teams My Day does not show your calendar entries. I wanted to show tasks from my planner and to do along with calendar entries in Outlook and can only see this type of My Day in the web version of Outlook. Would this be the only way? thanks

[@bedribulut]

great as always

[@LeilaGharani]

Thank you! Cheers!

[@vzvodnyj1]

Thank you Leila.

[@mohanrajkudur]

Thanks for sharing these ideas. It will definitely help people like me in their work. I have a query if you could help. Once we complete all these todo items, can we download these hardwork to excel to show productivity...?

[@jsummar]

Thank you for this video. For the life of me, I cannot figure out how to make a task remind me with an audible and visual notification. It used to do that in the pre-365 days. I need something like a calendar invite does when a meeting is about to start, because I get so caught up in a flow of something I'm doing, and I forget to look at my Tasks list and prioritize my day. How has MS missed this crucial feature? Any suggestions or do you have a video showing how to be more productive with your To-Dos? I love the To Do app. It's simple to use, but it's missing this one feature that would take it from good to great.

[@anthonysais2580]

I really liked this one! Is that a Microsoft laptop you're using 💻? Do you recommend Microsoft laptops?

[@SR-nn1lj]

Thank you Leila

[@MelissaAtwell]

Thank you so much for sharing this!

[@ddp2049]

This video is so great. I have been waiting for a feature or a way to add a task to your calendar. Thank you very much for that tip. Keep up creating good and informative content. Question Teams is only for only business use? I have a family 365 office subscription. Thank you in advance

[@argief]

Thanks for a great video !

[@LeilaGharani]

My pleasure!

[@petermeier1564]

06:20 why or how can i do this with my plannertasks from a team?

[@hamidja1537]

Thanks for sharing

[@geliasr2562]

Now your studio is much better!

[@LeilaGharani]

Thank you!

[@marciocontrerastv]

Great content!!! thanks Leila

[@AnitaandLucas]

Thank you! Interested if you still use onenote with all these other apps. I use onenote and planner and to-do apps lol I'd live to see how you'd use all of them.

[@westernugmedia.1305]

Thanks my dear Leila

[@LeilaGharani]

You're welcome 😊

[@ManishArora81]

Its such a shame that Microsoft requires 3 different ways to manage one basic productive elements --- TASKS! To Follow-up on email (verb) -> That's a task To do a specific work -> That's a task To plan (planner) series of actions on a project -> Multiple tasks Why to give different names to one common objective then? Why not to have tasks only and add a feature to put labels (hierarchical) to distinguish them? Difference between functionality of Web and Desktop I think its only sweet voice of Leila that is making this sound little digestible. But in actuality, its horrendous on part of MS to keep the functionality of same software ridiculously different on these platforms. I hope either they level it across all platforms or move away from Desktop to complete Web view in near future.

[@CEMBerthoud]

Couldn't have said it better myself. I gave up on tasks awhile back because Microsoft is so dis-jointed.

[@MrRamrod79]

I create tasks by dragging email to calendar., In iCloud i can open that email directly from Calendar. In Office 365 i cannot. It is frustrating since only message appears in notes of appointment.

[@wayneroberts2203]

Leila, do you have any suggestions for keeping flagged emails organized within a To Do Project?

[@bcwest619]

I really need to start using To Do. Keeping track of things on paper is just not as simple and in-my-face as having notification and all of these features right on my screen.

[@matthewdouglastrueman]

Amazing video, thank you

[@LeilaGharani]

My pleasure!

[@annapeeters3982]

thank-you, very useful. i cant seem to find the Board view in "Tasks by Planner and To Do" in Teams. Any tips?

[@godsperson5571]

Thank you for the helpful video. I have a question, must the email address used to sign up for to do and outlook be the same inorder to use the integration features?

[@melwilhelm1895]

Hi, the new version of outlook change too much on the follow up tools, do you have an update version of this video using the new outlook version? Thanks

[@skaska55]

That was very helpful! Do you know if there is a way to see your calendar items in your task app? I'm using the widgets on my phone and it would be nice to only have to have the task app or the calendar app widget. Thanks!

[@jazbinsek]

Thanks Leila!

[@faridkandil1496]

Email is the task just flag it, as long it is flagged it is a task and when done mark comple with the right subject there is a good follow up till it is completed and the conversation help to follow that task email. As you showed Leila before you can then clean up the conversation / folder.

[@steventaylor3041]

Thank you again Leila. I'd like some insight from you. You mention around the one minutes mark that Outlook for the web is more advanced than the version for the desktop. Could you explain that? I have been struggling on the return to OUTLOOK - for instance, I cannot get the CONTACTS in Google Contacts to SYNC with OUTLOOK DESKTOP, yet they do with OUTLOOK WEB. In OUTLOOK WEB, there seems to be NO ability under PEOPLE to add contacts or do anything practical (even through the MS tutorial clearly shows a slight menu bar on pages in the PEOPLE section). A Tech at MS last night said that the WEB version is not meant to have the control i was expecting and needed to you the desktop version. I'd really like to hear you explain, you understand things so well and explain them so well. It is fully to note that you say TODO you run on your Desktop but OUTLOOK is more advanced on the Wed.

[@dr9209]

This is super helpful! Great tutorial on To Do for desktop and web-version. Do u have any guidance when it comes to the To Do app on smartphone (TDSM)? The tasks I create on TDSM do not appear on my Outlook app for smartphone (OSM) calendar. Specifically when I add a due date to a task on TDSM, I would then like to see the task on my OSM calendar; however it does not appear. I have looked online for ways for them to appear but haven’t had any luck. Wondering if u know of a way that u cover in a video.

[@brussels13207]

Have problems with sync between outlook365 desktop and to do. Have seen many comments on web about this problem, but you do not seem to have it. Is it me? Love your videos!

[@fredhogan6224]

Great video Layla… I’m blown away with all the stuff that this can do… I Have a annual membership to office 365 And take it vantage of very little that it has to offer… I can see were a lot of planner and task would be useful to me in my real estate business And I love the calendar integration. If I were to set something up with teams, do all of the team members have to be subscribers to Office 360? Everything that you do on the video is on a desktop… Is there an app that I can update my tasks on my iPhone as well as add new tasks during the course of the day? Can you take pictures with your phone and add them into your tasks.

[@tracyhopley6260]

Hi Leila thank you as always your videos are great and give me the info I need. I really like using To Do but have run into snag when I share a list with someone at work it just seems to stay stuck on Getting List ready. Have you come across this? Can you tell me how to fix it? Thank you.

[@FISCANADA]

Thank you ver mutch

[@amritagill1680]

Awesome thank you :)

[@therealcamomile7]

Love your videos! Thinking of joining. This video is from 2021 but it is currently 2024 and Tasks by planner and to do is no longer an available application in Teams. Do I just use Planner?

[@uk6in]

I have the same question

[@67duiker]

Great video again as w're used by now . Is there a possibility to copy outlook tasks into a team channel? I would like to assign the task created from an email to one of the other team-members. Now I have to recreate everything and add the attachments to the task

[@lseh]

Just curious… if you have a project or to do list shared with a team… say it’s a “monthly meeting” task and you create a checklist in this “project/bucket” where everyone needs to do each task… is there a way to have a check list for each person in that one project so that each person’s progress can be tracked and that a task isn’t overridden by the first person that competed that task?

[@dianeblair4217]

Is there a way to assign one task to multiple people and have the task marked complete by each individual. For example, we have a new hire training class and want to give each student in the class the same list of tasks and track their progress. Thank you.

[@LavieselonMarie]

The information about "drag-and-drop" to the Tasks section was very useful for me. Previiously I have used "move to Tasks" and email wasn not visible in my inbox anymore. What is not working for me: flags. No emails with flags are visible in my To Do and I have no idea how to fix it. Tasks and lists are synchronizing.

[@t.shoemann5201]

In the OWA calendar view it used to be possible to show the to do pane on the right and on that choose to show to do tasks, flagged emails AND planner tasks. I can't find the way how to just show the planner tasks. Is there any way to bring it back?

[@mcbane18]

Hello Leila, can you do an updated video on TO-DO now that they are including it in the outlook application?

[@ruthrosene7356]

This is great info! But I have a question. I "flag" a lot of emails that I have filed away in folders so that I can quickly find "key" emails in that folder. However, I don't want them showing up in my "To Dos" as they're not "flagged" because there's an action required; it''s just so that I can quickly find something. But all of these are showing up in my To Do app. Is there a way to prevent that? Maybe use the color coding categories to help find key emails instead of "flags" ??

[@jobser2k977]

I have Outlook 2019 and ms to do. I am logged into both programs with the same ms account. Unfortunately, I don't see my to-do lists in Outlook. How do I get Outlook to show me the to-do lists?

[@chiang_tzu_hsien]

heee i just find it!! You can check out the top area on web-based outlook

[@mikalhsxxx]

Thanks for the good video. I want to ask you if there is a way to have a combined Task view for two office accounts. I work for two companies and therefore I have two different accounts in office. How can I view the tasks from both accounts in one place without having to switch between accounts. I have tried to add one account as external to teams and planner but when tasks are assigned to the external account, they do not appear in the assigned tasks . Any suggestions 🤔?

[@BrianHurn]

One thing to note: Tasks by Planner and To Do in Teams does not show flagged emails. It's a significant shortcoming.

[@LeilaGharani]

Yes. That's true.

[@danielmilloc2289]

Well, to me the app keeps reminding me to make task using flagged emails...

[@kodurseenu]

To-do/planner is great feature, currently i dont see flagged mails in my Teams. Is there any settings i should perform to enable this? Leila, Do you have videos posted already in this Topic?

[@joycea.7431]

LIFECHANGING!!!!

[@carolynvincent9397]

Leila - do you have any videos on Tasks by Planer and To Do app? I don't see the planner app anymore in teams. Also, is there a way to categorize tasks without using planner? I don't want to create a separate team for just myself to have the bucket feature.

[@essbee1914]

Thanks!!! As always, so informative and on point!

[@LeilaGharani]

My pleasure!

[@Prism-Ent]

I use the Outlook desktop app and I was expecting to learn how to connect & sync this with the To Do and other apps but you didn't cover that. I am logged into my Microsoft account on the Office Account tab, so not sure what to do.

[@jorgelara3116]

Thanks again !