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Challenge
Keeping atop of personal and assigned tasks can feel daunting.
Solution
Understand how Microsoft 365 tools work using the basic principles of time management
- Reduce the number of places you view tasks
- Use a single calendar and to-do list
- Review your calendar + tasks regularly
- Work in batches (use categories to group similar items)
- Convert emails into tasks
- Add tasks to your calendar
- Interact with Planner and assigned tasks
Microsoft To Do app is your centralized view of all personal and assigned tasks.
Instructions
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Step 1:
Sign your favourite browser in at email.ecuad.ca, then go to
https://to-do.office.com/tasks
See our 2FA + Password setup guide if you experience any issues.
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Step 2:
Click Tasks to view and add items to your personal to-do list
- Add tasks here that are just for you
- Right-click tasks to perform quick actions (e.g. mark as important or completed)
- Items marked as completed will disappear from this view
- Completed tasks can be reviewed or reactivated at any time
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Step 3:
Click any task to view or edit its Detail view (optional)
- Add granular steps to track complex tasks
- Set reminders or add a due date
- Pick from your existing Outlook categories
- Set routine tasks to repeat automatically
- Add files + notes for context
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Step 4:
View and add new tasks to the My Day view
- Add tasks here if you intend to work on them today
- Add tasks directly from this default To Do view
- Or, right-click any existing tasks and use Add to My Day
- Items marked as completed or with Remove from My Day will disappear from this view
- At end of the day, all incomplete tasks will disappear from this view
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Step 5:
View Flagged email messages as tasks
- Emails flagged in Outlook will be represented here as tasks
- Each email task retains a link to its original Outlook message
- Categories set in Outlook will carry over to the To Do app
- Flagged emails will show a check mark when their corresponding task is marked as completed
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Step 6:
View tasks that have been Planned and Assigned to me by others
- The Planned view includes all personal or assigned tasks that have a due date
- The Assigned to me view includes items created Microsoft Planner and assigned to you
- Plans that organize a set of tasks can be created ad hoc by individuals or hosted from a SharePoint Team
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The Outlook Calendar and To Do apps are designed to prioritize your default, personal calendar and to do list.
- While it is technically possible to create additional calendars and lists, these items will always disappear from your default view.
- Categories, due dates and default views already provide options to filter down what is important
- It takes more time and focus to track items across additional views
How to use categories
More information coming soon.
How to convert emails into tasks
More information coming soon.
How to add tasks to your calendar
More information coming soon.
Interact with Planner and assigned tasks
More information coming soon.
Learn More
More information is available at Microsoft.com
https://www.microsoft.com/en-ca/microsoft-365/task-management-in-microsoft-365
CAUTION - Clicking on the link will redirect you to an external website outside of Service Desk.