How I setup my Microsoft ToDo - martijnverheij.nl

This article can help you to setup your Microsoft ToDo application (former Wunderlist) for the usage of Getting Things Done (GTD). Read how! Skiptocontent HowIsetupmyMicrosoftToDoByMartijnVerheij|2021-07-30T11:54:50+02:0019November,2020|General|2Comments ViewLargerImage InthepastdaysIwasusingWunderlistfordigitallymanagedmyGTDtasks.Betterexplained,itwasmorelikecreatealistwithtasks,Iswitchedfromwrittentasksonpapertoadigitalsystem.InthepastItrieddifferentapplicationsformanagingmytasks.Iswitchedfrompaidappstofreeapps.ThelastpaidappwasNozbe.Itisalsoagoodapp.ButthemainreasonwhyIswitchedwasthemissingintegrationwithoffice365. HowdoImanagemytasksandhowwillithelpyours. MicrosoftToDo MicrosoftToDoispartofyourOffice365planoryoucancreateapersonalaccountforfree.Youcaninstalltheapponallyourdevices(tabletand/orsmartphone)anditisavailableinyourwindows10device.Theappisalsoavailableviathebrowser. Somethingstokeepinmind ThebeautyoftheappisthatitintegratesandsynchronizeswithOutlookandrecentlyalsowithMicrosoftPlanner. AsaconsultantandprojectmanagerIworkfordifferentcostumersandIlovetospiltmydataandinformationforeachcostumerortechnicallyspokensplitineachtenant.InallotherIOSappsfromMicrosoftthereisagoodwaywhereyoucanaccessthisdata.ButforToDoyouhavetologoffandlogonbetweentenants.Onwindows10andAndroidthisisnotaissue. OnmyIOSdevicesIsolvedthisbyusingmypersonalaccountasprimary,createdalistwork. Otherwaytohelpyouwiththisischoosingtheaccountwhereyoukeepthemostactionsandmanageyouremail. Iusetemplateprojectsfordifferentthings.WhenIneededalist,Icopythelistandgivethislistthecorrectnames.TocopylistsisonlyavailablefromoutlookandtheWindows10app,nottheiOSorAndroidapp. SharedlistswhereyoubeinvitedforwillnotshowinOutlook,onlyinToDo.Ifyouaretheownerofasharedlist,thenitwillbepresented. Sharedlistsareonlyavailablewithpeopleinyourorganization.Privateaccountscansharelistswithotherprivateaccounts. Step1–Downloadtheapps AsIwroteearlier,thereareafewdifferentwaystoaccessToDo.Youcanalsousethebrowserbyaccessinghttps://todo.microsoft.comorthroughapplicationportal(https://portal.office.com). AnotheroptionistousetheOutlookdesktopapporfindtheappinyourwindows10startmenu. Inthedesktopappitiseasytoflipbetweenyourdifferentaccounts,maybeyouhaveoneforworkandoneprivate. Downloadlinks:iPhoneandiPad,Android,andWindows10 Step2–Getfamiliar Getfamiliarwiththewaytheinformationandtasksareorganized. MyDay:–Thisiswherethetasksthatyouaddtoyourdaywillappear.Youcanusethelampbulbforsomeautomatedsuggestions. Important:–Ifyoumarkataskasimportantitwillappearhere,youcancreatetaskdirectlyherebutIfinditeasiertoorganizeifyouputthetaskinalistandthenadditasimportant. Planned:–Ifataskhasaduedate.(yesterday,todayortomorrowitdoesn’tmatter)Itwillappearhere,youcancreatetaskdirectlyhere,butIfinditeasiertoorganizeifyouputthetaskinalistandthenaddaduedate Assignedtoyou:–AllassignedtasksfromPlannerandToDowillappearhere.ThetasksfromPlannermustbecreatedinPlanner. Flaggedemails:–Allyourflaggedemailsinoutlookwillappearhere.Keepinmind,itareonlytheflaggedemailsthatyouflaggedinyouractivetenant.So,whenyouflaggedanemailinanothermailboxthanyouprimaryuse.Itwillnotappearhere. Tasks:–Ifyoucreateataskoutsideanylist(e.g.,directlyinPlannedorImportant)itwillliveinthetaskslist.Untilthetaskisnotplacedinalistitwillbethere.Iusedthisasan“Inbox”.IcreateataskhereandonalaterstageIwillorganizethistothecorrectlist. ListsandGroups:–Thisistheplacewhereyoucanhaveallyourlistsandgroups.Groupsarecombinationofdifferenttypesoflists.Youcancombinethesetoorganizethelists. Step3–Setuplistsandaddingtasks IneveryToDosetup(personalandbusiness)Ihavecreatedmydefaultlistsandgroups.TheyarebasedontheGTDbestpracticesfromDavidAllen. FortheprojectsthatIhave,Icreatedagroup,andinthisgroup,Icombinedthelistsformyprojects. Offcourseyoucandefineyourownlist,butthisismybestpracticeandeasytomanage. Ihavelearnedthatifyoutypeanemojiasthefirstthinginthelistnamethatemojiwillbecometheiconforthelist.Thisiseasytorecognize. Clicktoenlarge Sometips Whenthelistiscreatedthereareafewsettingsyoucanchange,Ifindthesemostinteresting: Sortingorder–Howshouldthetaskbeordered;IprefercreateddateandthenSelecttoorderbyduedate. Hidecompletetask–Ifthisisnotcheckedalltasksyoufinishedwillbevisibleinthelist,I’mnotsureaboutyoubutIdonotwanttoseeoldthingallthetime. Scheduleaweeklyreview–makearealappointmentwithyourself.Take2hoursandreviewallyourtasks,reflectyouragenda,yourinboxesandcreatetasksorcheckiftheyarestillrelevant. Uselivetitlesonthewindowsstartmenu.Inthelatestversionyoucanaddmoretitles. UseOutlookforcustomreminders.AndyourToDoreminderswillalsobepoppinguponoutlook. Goodluck! ShareThisArticle FacebookTwitterRedditLinkedInWhatsAppPinterestVkEmail AbouttheAuthor:MartijnVerheij WorkingatAvensusMCSasTechnicalSpecialistsince2011andbeingaMicrosoftCertifiedSolutionsExpertandVmwareCertifiedProfessional.InrecentyearsIhaveappliedmytechnicalknowledgetovariousITprojectsforclientsinthehealthcare,businessandfinancialsector.Thelastyearsi'mmoreworkingasaprojectmangerandbusinessconsultantandinmyfreetimeIcreateITpodcast. RelatedPosts 2019inareview 2019inareview MicrosoftExpertsLive MicrosoftExpertsLive ?GomeGetITpodcast#2–SoftSkillsvooreenIT-er ?GomeGetITpodcast#2–SoftSkillsvooreenIT-er ?GomeGetITpodcast#1–Introductie ?GomeGetITpodcast#1–Introductie Mijnervaringen:vEUCTechCon Mijnervaringen:vEUCTechCon SleepwetJaofNee? SleepwetJaofNee? 2Comments Rien 20/11/2020at20:27-Reply LeuketipsMartijn!Takenalsinboxgebruikenisinderdaadslim,ikhad/hebdaareenapartelijst‘inbox‘voor. MartijnVerheij 07/12/2020at11:26-Reply HoiRien, Dankvoorjereactie! Datisookderedendatikmijntipsdeel. LeaveACommentCancelreplyComment Δ ThissiteusesAkismettoreducespam.Learnhowyourcommentdataisprocessed. RecentTweets Tweetsbymartijnverheij FollowmeonStrava Announcement(1) books(2) Evernote(1) Exchange(1) General(12) ipadonly(5) Office2003–2016(2) Personal(5) Podcast(27) Productivity(7) products(4) Review(3) Servers(1) Software(2) Teams(1) Technical(6) vmware(2) Windows(1) GotoTop