Microsoft To Do

Microsoft To Do is a task-tracking application that helps you manage all your tasks in one place. It is useful in both a work setting and a home setting. You can use it on your desktop, browser, and on your smartphone.

How to login

Desktop

Browser

Smartphone

1. Log in to your Microsoft 365 (M365) account by going to office.com using your 8-character UWaterloo username @uwaterloo.ca (e.g. myuserna@uwaterloo.ca) and password.

2. Click on the App Launcher and select To Do. added a new screenshot
   

   

3. The navigation list on the left-hand side offers a filtered view of your tasks. What is a filtered view?
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4. Click Tasks and to create a new task list. I’m not clear on this part. Do you click on Tasks to create a task list? When I click on Tasks I just get a blank page. When I click on Add a task nothing happens. How do you create a new task?

3. To categorize/label your tasks, click + New List

4. Type a list to categorize your tasks. Is this the same as #3?

5. You can add drag your generic tasks into a list/category by opening a the list/category Now, instead of typing a generic task list, you can open the list (category) first and then type add your tasks to that list/category.

6. You can re-order your lists by selecting the list and moving it to the desired location. clicking and dragging.

7. You can break each task into steps by clicking the task and clicking +Add Step +Next step from the right-hand side

8. You can add any task to Important by clicking on the star. You will now see the task under “Important” in the main list above.

9. You can also add Reminders by clicking on Reminder and picking a day and time.

You can also add a due date, repeat the task, pick a category, and add a file or note.

You will now see all the information for that task.

Plan your day with My Day

1. Select My Day.

2. Select the lightbulb icon

Click the plus sign to add one of the suggested tasks to your My Day list.

Using Microsoft To Do with Flagged email in Outlook

1. Open Outlook

2. Flag emails by clicking on the flag to the right

3. Now open To Do and go to Flagged email from the main list

4. The task's name will be the subject of the flagged message and will include a preview of the email's text in its detail view. 5.

5. To open the original email, select the option to Open in Outlook from the task's detail view.  

To learn more, see Using To Do with flagged email - Outlook

Sharing To Do Lists to collaborate with other people

1. Select Share at the top of the task window

2. Select Create Invitation link

3. Select copy link

4. Open a new email message and address it to the people you want to share it with

5. Paste the link into your message and send

You can find short courses about ‘To Do’ on Microsoft.com, - https://support.microsoft.com/en-us/todo and on LinkedIn Learning (search ‘Microsoft To Do’).