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
This Photo by Unknown author is licensed under CC BY-SA-NC.
5. How to sign up?
• Web version
• Desktop version
• Mobile version
7. STEP 2 – GET TO KNOW MICROSOFT TO DO
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
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.
• 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
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.
13. Now we have our new
list, let’s add
• 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
• 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
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
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 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
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
Microsoft To Do Setup Guide
25. Microsoft To Do Tutorials
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.
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.
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.
Here we have two different list. Now let's add tasks for each list separately.
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.
Set different settings on this side.
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.
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.