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: aka.meetimeapps.com/call 🧑💻 Not sure? Sign up for an upcoming webinar here: www.meetimeservices.com/webinar 👨🏫 Do it yourself? Get our free Teams training deck here: www.meetimeservices.com/free-teams-training-deck 🍻 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: www.buymeacoffee.com/meetime (it is entirely optional and only a one-off payment, no subscription required)
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.
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.
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.
You do, great little tip. I like to have the text in the notes of the task as well as the email attached (to reply easily) so needs a double drag - but better to have everything you need when doing the task. But that's just me 😆
No problem! (P.S. if this was useful, consider supporting the channel through "Super Thanks" under the video above or via www.buymeacoffee.com/meetime 👍)
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
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?
Thanks for the tip Dieter. I had a play around with this previously, but I did miss having the message in the body - the additional step in the creation saved me an additional step later, but I can see why some people might prefer this the other way round 👍
It works like the web version, Sean, where a ToDo side element is available on the right hand side (along with calendar) and you can drag and drop into here 👍
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?
Hi Simon, if you use the Outlook desktop app and embed the email like I showed then you can archive as soon as the task has been created. Similarly, creating the task from Outlook web app seems to create a link that works even when the email has changed location (to the archive) but worth testing out for yourself so you don't lose anything if you are using this method 👍
It works via Microsoft 365. Not sure ToDo works with on-premise solutions (P.S. if this was useful, consider supporting the channel through "Super Thanks" under the video above or via www.buymeacoffee.com/meetime 👍)
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?
Yeah, it is a shame as they transition, but I think the roadmap is to essentially make all versions of Outlook the same as the web app over time so I find myself using the web app more and more.
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!
Correct. I find myself using Outlook web app more and more. Hopefully one day the utopia of One Outlook will be with us 👍 (P.S. if this was useful, consider supporting the channel through "Super Thanks" under the video above or via www.buymeacoffee.com/meetime 👍)
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.
Thanks for the comment, Adam. Strange, it works fine for me if I am adding it to the default archive using Outlook web app Are you moving files to an offline archive or folder stored in a separate .ost file via Outlook desktop?
I still use the desktop app, but Microsoft seems to be developing the web app more quickly, such as just announced GMail-esque suggested words, @mentions and links which are coming to the web app first so it is tempting to go for the web, but habit keeps me in the desktop app 😆 What about you?
@@MeeTime I use both because of some needed features. For example the report mode in web version or the better integration with task. I have to use the app version to place attachment in onedrive or Sharepoint and to manage my multiple mailboxes
What are your thoughts on setting an email in Outlook as Flagged instead of creating a task. In To Do, it shows up as a 'Flagged Email' but does not seem to have the same positive properties as a task...
If it works for you then it is fine - you can still move tasks around from the flagged email folder. I find a couple of things though (that may be features or bugs) 1. If I move the original email, if I have attached it to the task then I can always get back to it. If I flag an email and move it it seems to break the link and not display the email. 2. More of my junk emails seem to automatically add a flag so most stuff in my flagged email in ToDo is from junk emails, so I tend to turn it off.
@@MeeTime Thanks for the reply. Your point #1 is exactly what I was experiencing and though I was doing something wrong. In the end I find I am flagging less and sorting more...
@@MeeTime This issue has been resolved. I used flagged emails all the time, which is nice because I can also set a due date as I'm flagging it. The email link is maintained no matter where I move the tasks in To Do.
Hi. Hmm, not sure. This might sounds stupid, but first make sure you have the same logon/email address in both Outlook and To Do (as I have multiple emails and got confused by this before). Other than that, the only thread I found online was this one: techcommunity.microsoft.com/t5/microsoft-to-do/to-do-not-syncing-with-outlook/m-p/362658 and someone half way down suggested that adding tasks in Outlook with quick tasks did not sync - so try adding them as shown in the video if this might be what is causing your sync issues
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.
Hi Johan. Great question. I just turn off all notifications for the Outlook app (on iPhone, presuming you can do the same on Android) so emails only display when I go into the app. Calendar syncs with the iPhone calendar and so I still get reminders for meetings etc. Hope this helps 👍
Thanks for the great video, but you haven't explained how Outlook Desktop's Tasks section can be synced with Microsoft ToDo as you've shown in the video. I'm using Windows 10. I've looked everywhere online, but can't work out how to do that. Can you please explain how Outlook Desktop (2021) can be synced with Microsoft ToDo? I'm not using Office 365.
Hi Kim, I'm not sure if the problem is not using Office 365. If you have a Microsoft logon and use the same logon (and email address) for Outlook and Microsoft ToDo then the Outlook tasks will automatically be in sync for ToDo. If you have separate logons or using a personal vs business licence then there is no way to sync them.
Two things: 1 really good video teaching features. 2. Please, please, please, get to it. I'm usually not impatient. But when I see a video that says "How to Use Outlook and Microsoft ToDo" I want a video on that. I had to go 2 1/2 minutes into an 11 minute video to get to content. Please, just get to the content. In fact, the content in the title of the video is labelled as Part 2 of the video. Make part 1 another video. Just get to it.
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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:
aka.meetimeapps.com/call
🧑💻 Not sure? Sign up for an upcoming webinar here:
www.meetimeservices.com/webinar
👨🏫 Do it yourself? Get our free Teams training deck here:
www.meetimeservices.com/free-teams-training-deck
🍻 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:
www.buymeacoffee.com/meetime
(it is entirely optional and only a one-off payment, no subscription required)
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.
Glad it helped, Scott 👍 Thanks for taking the time to leave a comment
Thanks for the tip on dragging and dropping the email in the task.
No worries, Monique. Glad you found it useful
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.
Glad it helped! Thanks for the kind words and subscribing, Digambar 👍
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.
True - I prefer the email in the body, or just use Outlook web app which I find myself using more and more
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.
You do, great little tip. I like to have the text in the notes of the task as well as the email attached (to reply easily) so needs a double drag - but better to have everything you need when doing the task. But that's just me 😆
Thank you for this video. I found it useful.
Glad it was helpful! Thanks for taking the time to leave a comment 👍
Thank you for the tips.
No problem!
(P.S. if this was useful, consider supporting the channel through "Super Thanks" under the video above or via www.buymeacoffee.com/meetime 👍)
Hi Gavin,
Great video
2 years later and still Tasks & To-Do not fully integrated......
Glad you liked it. Yep, progress is slow it seems
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
🤞
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?
Thanks for the tip Dieter. I had a play around with this previously, but I did miss having the message in the body - the additional step in the creation saved me an additional step later, but I can see why some people might prefer this the other way round 👍
How do you make an email into a task in 'New Outlook'? Dragging the email to the Tasks icon does nothing.
It works like the web version, Sean, where a ToDo side element is available on the right hand side (along with calendar) and you can drag and drop into here 👍
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?
Hi Simon, if you use the Outlook desktop app and embed the email like I showed then you can archive as soon as the task has been created. Similarly, creating the task from Outlook web app seems to create a link that works even when the email has changed location (to the archive) but worth testing out for yourself so you don't lose anything if you are using this method 👍
Does this only work if you're using an Exchange server?
It works via Microsoft 365. Not sure ToDo works with on-premise solutions
(P.S. if this was useful, consider supporting the channel through "Super Thanks" under the video above or via www.buymeacoffee.com/meetime 👍)
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?
Yeah, it is a shame as they transition, but I think the roadmap is to essentially make all versions of Outlook the same as the web app over time so I find myself using the web app more and more.
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!
Correct. I find myself using Outlook web app more and more. Hopefully one day the utopia of One Outlook will be with us 👍
(P.S. if this was useful, consider supporting the channel through "Super Thanks" under the video above or via www.buymeacoffee.com/meetime 👍)
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.
Thanks for the comment, Adam. Strange, it works fine for me if I am adding it to the default archive using Outlook web app
Are you moving files to an offline archive or folder stored in a separate .ost file via Outlook desktop?
Thanks for the vid. What is your advice, mail app or online ?
I still use the desktop app, but Microsoft seems to be developing the web app more quickly, such as just announced GMail-esque suggested words, @mentions and links which are coming to the web app first so it is tempting to go for the web, but habit keeps me in the desktop app 😆
What about you?
@@MeeTime I use both because of some needed features. For example the report mode in web version or the better integration with task. I have to use the app version to place attachment in onedrive or Sharepoint and to manage my multiple mailboxes
After it's been moved to task, do you delete the original email in inbox?
I usually archive the email, Colleen now that storage limits are so high
What are your thoughts on setting an email in Outlook as Flagged instead of creating a task. In To Do, it shows up as a 'Flagged Email' but does not seem to have the same positive properties as a task...
If it works for you then it is fine - you can still move tasks around from the flagged email folder. I find a couple of things though (that may be features or bugs)
1. If I move the original email, if I have attached it to the task then I can always get back to it. If I flag an email and move it it seems to break the link and not display the email.
2. More of my junk emails seem to automatically add a flag so most stuff in my flagged email in ToDo is from junk emails, so I tend to turn it off.
@@MeeTime Thanks for the reply. Your point #1 is exactly what I was experiencing and though I was doing something wrong. In the end I find I am flagging less and sorting more...
@@edwardszukalo8141 Awesome - good luck with your new system. Let me know how you get on
@@MeeTime This issue has been resolved. I used flagged emails all the time, which is nice because I can also set a due date as I'm flagging it. The email link is maintained no matter where I move the tasks in To Do.
@@Dave-FIREd Great news 👍
My Microsoft To Do Tasks dont sync with my Outlook Task do you know how to fix it?
Hi. Hmm, not sure.
This might sounds stupid, but first make sure you have the same logon/email address in both Outlook and To Do (as I have multiple emails and got confused by this before).
Other than that, the only thread I found online was this one: techcommunity.microsoft.com/t5/microsoft-to-do/to-do-not-syncing-with-outlook/m-p/362658
and someone half way down suggested that adding tasks in Outlook with quick tasks did not sync - so try adding them as shown in the video if this might be what is causing your sync issues
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.
Hi Johan. Great question. I just turn off all notifications for the Outlook app (on iPhone, presuming you can do the same on Android) so emails only display when I go into the app. Calendar syncs with the iPhone calendar and so I still get reminders for meetings etc. Hope this helps 👍
Thanks for the great video, but you haven't explained how Outlook Desktop's Tasks section can be synced with Microsoft ToDo as you've shown in the video. I'm using Windows 10. I've looked everywhere online, but can't work out how to do that.
Can you please explain how Outlook Desktop (2021) can be synced with Microsoft ToDo?
I'm not using Office 365.
Hi Kim, I'm not sure if the problem is not using Office 365. If you have a Microsoft logon and use the same logon (and email address) for Outlook and Microsoft ToDo then the Outlook tasks will automatically be in sync for ToDo. If you have separate logons or using a personal vs business licence then there is no way to sync them.
Two things: 1 really good video teaching features. 2. Please, please, please, get to it. I'm usually not impatient. But when I see a video that says "How to Use Outlook and Microsoft ToDo" I want a video on that. I had to go 2 1/2 minutes into an 11 minute video to get to content. Please, just get to the content. In fact, the content in the title of the video is labelled as Part 2 of the video. Make part 1 another video. Just get to it.
Thanks for the tips!
bla bla bla bla bla .. when is this going to be straight to the point?... goosh!
Thanks for taking the time to leave a comment 🤗