Effectively managing your tasks is essential for staying organized and productive. Microsoft To-Do is a popular application that helps users keep track of their tasks and deadlines. If you're already using Microsoft Teams for collaboration and communication, integrating Microsoft To-Do can streamline your workflow. While a direct integration is not yet available, you can use the 'Tasks' app within Teams to add tasks to your Microsoft To-Do lists. This guide will show you how to use the Tasks app in Microsoft Teams to enhance your task management.
How to use the Tasks app in Microsoft Teams
To start incorporating Microsoft To-Do within Teams, you need to add the 'Tasks' app to your Microsoft Teams application. Open Microsoft Teams on your desktop or access the web app. On the left navigation bar, click on the 'More added apps' option, represented by three dots (...).
In the search bar that appears, type 'Tasks' and select the first result that shows up.
Click on the 'Add' button to include the Tasks app in your list of Teams applications.
You'll be prompted to sign in to continue. Click on 'Sign in' to proceed.
Enter your Microsoft account credentials to log in. The app will request permission to access your information. After reviewing the terms, click 'Yes' to grant the necessary permissions.
The 'Tasks' app icon will now appear in the list of pinned apps below your message box in Teams.
Note: The Tasks app is not a collaborative tool, so you cannot add it as a tab within a channel or chat.
How to add a task from Microsoft Teams to Microsoft To-Do
Creating tasks from messages in Teams can help you keep track of important action items without leaving the app. To add a message as a task to your Microsoft To-Do list, navigate to the message you want to convert into a task. Hover over the message to reveal the options, and click on the 'More options' icon (three dots).
Select 'More actions' from the dropdown menu, and then choose 'Create Task' from the sub-menu that appears.
A dialog box will open for you to create the new task. In the 'Title' field, enter a name for your task. You can also add optional details such as a due date, importance level, and additional notes, which will be included in the Notes section of the task in To-Do along with the original message. If you want to set a reminder, specify the date and time. Once you've entered all the necessary information, click 'Send' to create the task.
The task will be added to both your Outlook and your Microsoft To-Do list. In Microsoft To-Do, the task will include the original message in the Notes section, along with the sender's details and the time the message was sent. This ensures you have all the context you need for the task.
If you want to create a task without using a message, you can do so directly within Teams. Click on the 'Tasks' icon in the list of pinned apps below the message box to create a new task at any time.
By integrating the Tasks app within Microsoft Teams, you can streamline your task management process without switching between applications. Whether you're converting messages into tasks or creating tasks on the go, this functionality helps you stay organized and efficient within your Teams environment.
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