How To Use Outlook And Microsoft ToDo

Struggling with too many emails? 😩 Find out how to use Outlook and Microsoft ToDo together to tame your inbox and get more done 👍

In this video, we take a look at how to use Outlook Tasks effectively and stay organized; how to use Microsoft to do with outlook; and how to use Microsoft to do with Planner and Microsoft Teams 😀

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[MeeTime]

Thanks for watching. Remember to comment below or like the video if you are struggling with too many emails 😀

☎️ Want to work together? Book a call to find out more:

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👨‍🏫 Do it yourself? Get our free Teams training deck here:

🍻 If you liked this video or it helped you out at all, then please consider buying me a beer to help support the channel to keep making free content:
(it is entirely optional and only a one-off payment, no subscription required)

[scottobrien]

I've used Tasks for a long time but did not know that I could simply drag an email into like demonstrated, that's a time saver for me, thanks.

[tateneil]

One way to speed up the email dragging process is to drag it to Tasks with a right click. This allows you to copy the email as an attachment (as you've shown) and still keeps the email in your inbox to archive. You don't get the email body text in the task, but can still open it from the To Do app.

[digambarbhide]

A gem. Thanks trillion on converting emails into to do list. After days of web search, I landed into this video. I had been looking for automated ways to prioritize email, plan a day's work and also have a record of work done in day, week, month. You have solved this problem. Already liked the video and subscribed to your channel. Looking forward for such more videos. Thanks again and regards.

[moniqueschroeder]

Thanks for the tip on dragging and dropping the email in the task.

[stephengrant]

Thanks for the video. I often drag an email to the task icon with the right mouse button held down as you then get an option to include the email to the task as an attachment rather than text.

[shadoll]

Thank you for this video. I found it useful.

[marijnbulten]

Informative video that made me decide not to combine todo and outlook as it seems like a big hassle. Hopefully Microsoft will further integrate the two in the future so that there is an easy way to mail back from a task in the desktop version of Outlook

[dietervernaillen]

Hi,  

Nice videos. 

A constructive addition to this one:
Create a Quick step create task with attachment + move to archive is in my opinion the quickest way. 
One click (or Ctrl Shift 1) versus a drag an drop into tasks and drag and drop to attach and click to archive. 
Only negative is missing the body of the email in the task, but is the defined action (GTD) not more important than direct access to the body?

[SometimesYouJustGottaSayIt]

Hi Gavin,
Great video
2 years later and still Tasks & To-Do not fully

[RobOK_BTC]

Great videos - how about new Outlook (Mac). It no longer has Tasks. The ToDo icon does not show, it is under three dots. When you click on that it opens in web.

Is there no way to turn an email into a ToDo other than flagging?

[seansykes]

How do you make an email into a task in 'New Outlook'? Dragging the email to the Tasks icon does nothing.

[thetoddlohenry]

At 5:50, you say unfortunately I can't reply to the email from here, however, if you're using Outlook PWA and you flag an email either by dragging or flagging, it does retain a link to the original email and you can see that link and the email when you are processing in To Do. imho, using the Outlook app is not as effective as Outlook PWA. Keyboard shortcuts for one are much more effective in PWA. Cheers!

[simonlight]

Nice video. If you create a task in Todo from an email when can you archive the email in your inbox. When the task is complete or can you archive it straight away?

[guymauve]

Thanks for the vid. What is your advice, mail app or online ?

[markharvey]

Does this only work if you're using an Exchange server?

[adamboyce]

FYI - if you use the Outlook Web app to drag your email across to create a task in To Do and then move the email to another folder to store, it breaks the link to your email in To Do and you have to go and manually search for your email in outlook.

[johanwestin]

I liked this video. I believe many of us are struggling with too many emails and letting other people take control. I also agree with @Hogne Bo Petterson that my colleagues treat email like it's a chat. So shutting off my email for the rest of the day will probably be too drastic. Maybe processing emails 2-3 times a day could be a suitable compromise as a start. Can I pause synchronisation of e-mails in Outlook mobile without using flight mode? At the moment I'm not ready to stop synchronisation entirely and I want to be able to answer incomming phone calls and text messages.

[mritzmac]

My Microsoft To Do Tasks dont sync with my Outlook Task do you know how to fix it?

[colleent]

After it's been moved to task, do you delete the original email in inbox?