Nigel Phillips

Managing Director

Task management is a key skill that is important no matter what industry you are operating in. Many have decided to take their process digital with a wealth of online resources that manage scheduling and to-do lists. One of the popular options on the market for the latter is Microsoft ToDo. Here is our beginner’s guide on the digital to-do list and how to get the most out of it for your task management process. 

The Initial Layout 

The first thing many notice about the layout of Microsoft ToDo is the simplicity of the design. The task adding feature is centrally located with a menu to the right and offers a search feature and both day and task list views. 

Adding a Task 

To add a task here, click on the ‘+” symbol and you will enter a typing window. Once the task is created, it can then be ticked off. This will strike the task through and show it as complete. Right-clicking on the task will bring up a series of options allowing you to delete the task, mark it as undone and copy or move the task

Creating Custom Lists and Segmentation 

Having a large list of tasks is a good first step in increasing your productivity, however, the real power of Microsoft ToDo comes in the form of the segmentation feature. The sidebar allows you to view tasks based on the day, their level of importance and the person assigned in addition to custom lists. You can create lists based on work or personal tasks, projects and any number of other categories. 

Our Recommendations 

1. Make yourself familiar with the Microsoft ToDo Keyboard Shortcuts 

If you are processing a large number of tasks in your to-do lists, keyboard shortcuts can help you streamline the input and give you a better user experience of the task manager. Here they are: 

  • Ctrl + L: Create a new list
  • Ctrl + T: Add a task to My Day
  • Ctrl + F: Search
  • Ctrl + R: Sync
  • Ctrl + 1: Open the sidebar
  • Ctrl + N: Add a new task
  • Ctrl + D: Complete a task

 2. Make use of the Attachment Function 

One of the key features that Microsoft ToDo has over apps like Todoist and Done is the attachment feature. This allows you to attach a file to a specific task. This could be a report you are working on or a proposal for a client. Remember that the maximum size file that can be attached to a task is 25 MB. 

Learn how to use Microsoft Todo with other Microsoft Products 

Microsoft ToDo is a very powerful tool in itself however it integrates well with other aspects of the Microsoft office suite. Feel free to get in touch if you have any further questions on these different products. 

Published: 18th December 2019