5 tips for using Microsoft’s To Do task-tracking app on Macs, iPhones and iPads

    Many process administration and reminder apps promise to simplify your planning, however just one is properly built-in inside the Microsoft 365 suite. Learn easy methods to leverage Microsoft To Do utilizing Apple {hardware}.

    Image: serezniy, Getty Images/iStockphoto
    It’s sometimes not a query whether or not you employ a process administration program however which app you employ. As organizations more and more undertake Microsoft 365 providers, and the platform’s wealth of applications from Teams and ShareLevel to Word and Outlook, macOS customers ought to think about changing to Microsoft To Do for all their task-tracking and reminder wants. The app’s tight integration with Microsoft 365’s Planner and Outlook alone give To Do a leg up on different task-tracking opponents. Better allow your use of Microsoft’s To Do app throughout all Apple gadgets—iPads, iPhones and Macs—by adopting these 5 behaviors. SEE: Apple’s Sept. 2021 occasion: What enterprise execs have to know (free PDF) (TechRepublic) 1. Load Microsoft To Do on all of your Apple gadgets

    Load and activate the To Do process administration app on all of your Apple gadgets (make sure you undertake Microsoft 365’s multifactor authentication). And in your Mac, do not simply load To Do on macOS should you’re additionally operating a Windows digital machine–deploy To Do inside the Windows set up, too.

    The trick is for To Do duties and reminders to be solely a click on away. You need To Do to be virtually instantly accessible to higher encourage constant use. The extra you employ this system, the extra it helps. So monitor all of your initiatives and obligations, together with all corresponding sub-steps and milestones, inside To Do. In addition to monitoring remaining steps and confirming these you have marked as accomplished, To Do can type remaining duties by date, as you’d anticipate, whereas offering a My Day choice that higher allows organizing and finishing particular priorities every workday. Consider setting a bookmark to shortly hook up with the Microsoft 365-powered To Do portal on-line. A number of Microsoft 365 providers—Bookings, Sway and Yammer amongst them—nonetheless require accessing on-line when utilizing macOS, iOS or iPadOS, as Microsoft would not provide Apple-specific app counterparts. With ShareLevel directing so many customers to web-based assets, it’s possible you’ll already be within the behavior of accessing intranet content material. Having To Do readily accessible by way of the identical methodology will not harm. 2. Employ teams and lists To Do works greatest while you create teams to separate duties into completely different initiatives and initiatives. Within every group, it’s best to create a number of lists to additional set up duties.  For instance, should you handle accounting and tax obligations in your agency, you may want to create the next teams: Accounts PayableAccounts ReceivableTaxesThen, inside the Taxes group, for instance, creating the next lists may also help set up numerous ongoing obligations into these separate classes: Monthly Sales and Use TaxesNative TaxesState TaxesFederal TaxesThoughtfully separating work capabilities into devoted classes greatest helps set up and coordinate every workday. 3. Use the Important, My Day and Planned options Resist the temptation to gather duties inside a flat listing utilizing To Do; as an alternative, use the easy however highly effective mixture of Important, My Day and Planned options (Figure A). To Do permits grouping energetic obligations by labeling particular person duties as necessary, associating particular person duties with the present day and by setting due dates for every to do, or any mixture of these three parts–use these capabilities. Figure A To Do permits you to set up duties by significance, due date and significance.If you favor organizing your day prematurely, leverage duties’ My Day discipline to assign a day’s work to To Do’s My Day view. If you’re employed higher sorting duties by due date and even working to attempt to get forward, specify the due date inside every process. For triple assurance, or for these duties you completely can not let slip one other day, mark them as Important. To achieve this (pun supposed), click on the star icon hooked up to every process. You then obtain the power, utilizing To Do, to immediately view your My Day, Planned (Figure B) and Important duties by clicking on the respective choice inside To Do’s left-hand navigation menu. Figure B Working inside the Planned view assists knocking out process based on due dates. 4. Tie into Planner and Outlook Take benefit of To Do’s prepared integration with its potent Microsoft brethren. You can combine each Planner actions and Outlook messages inside To Do. Receive an e-mail message requiring you comply with up or carry out one other operate? Flag the Outlook e-mail. To Do will subsequently create a process inside the Flagged Email listing utilizing the message’s topic line and physique textual content. If you do not see Flagged Email, open To Do’s preferences, click on the Connected Apps tab and test the field for Flagged Email. Once the Outlook message is transformed to a process, you are free to affiliate the newly created process inside To Do utilizing your teams and lists, whereas additionally adjusting the due date and significance, must you select. Better but, when you mark the To Do process as full, the app clears the message’s corresponding flag inside Outlook. You also can automate the creation of To Dos utilizing Microsoft Planner. If you have related your Microsoft 365 account with Planner, open To Do’s preferences, click on the Connected Apps tab and test the field for Planner. Then, at any time when your account is assigned a Planner exercise (i.e., at any time when you might be listed inside the Planner exercise’s Assigned To Me discipline), you will obtain a corresponding process inside To Do. By default, Planner duties seem inside your Assigned To Me listing inside To Do, and any Planner duties with a due date may also seem inside your To Do Planned listing. With all of your obligations logged and tracked inside To Do, you’ll be able to spend much less time managing and coordinating duties and extra time really working and finishing these obligations. 5. Leverage delegation capabilities It’s no secret groups accomplish extra working collectively. Unfortunately, widespread COVID-19 pandemic-fueled work-from-home preparations usually make teamwork tougher. Thankfully, Teams, ShareLevel and Planner are properly positioned to help. Departments already collaborating by way of these purposes will discover it no hassle furthering investments in these merchandise by extending their workflow to allow assigning To Do duties. To Do makes it simple–simply ensure your division and coworkers are agreeable to the idea. To assign To Do duties to others, click on on the duty you want to assign to somebody, then click on the Assign To discipline (Figure C) and specify the workforce member to whom you want to assign the duty. Figure C Assigning duties to others inside To Do additional extends the task-tracking app’s energy.Note: if you have not beforehand shared the duty listing, you will first should share the listing inside which the duty is saved. To share an inventory, choose the duty and click on the Share List icon that seems towards the highest proper nook of To Do. Next, click on the Invite Via button and choose the choice (Mail, Messages and AirDrop are among the many decisions) you want to use to share the listing invitation. Once the recipient receives the message and logs in to To Do, they will be capable to entry the duty and corresponding particulars.

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