Microsoft To Do Integration
Connect Microsoft To Do to Sunsama to browse, import, and sync your tasks.
Bring your Microsoft To Do tasks into your daily plan. Browse your lists in a panel beside your task list, drag in what you’ll work on today, and update the To Do task without leaving Sunsama.
Installation
Go to Settings > Integrations > Microsoft To Do, or open Microsoft To Do in the right hand panel, and click Add Microsoft To Do account. To connect another Microsoft account, click Add Microsoft To Do account again.
The same settings page has an Include your activity from this tool in your Daily Highlights? toggle, and lets you Reconnect or Remove each account.
Browsing and importing tasks
Open Microsoft To Do in the right hand panel.
Changing Microsoft To Do account
If you’ve connected more than one account, click the avatar in the top right corner of the panel and choose another account.
Viewing lists
Click the list title at the top of the panel (usually “Tasks”) to switch lists, or type in the List: search box to find one. Tasks appear in the same order as in Microsoft To Do. To find a task in the current list, type in the search box.
Viewing task details
Click a task in the panel to open it. You can update it there, the same way as inside an imported task (see Updating the To Do task from Sunsama).
Importing tasks
When you’re ready to work on a To Do task, pull it into your plan:
- Drag the task from the Microsoft To Do panel onto your task list.
- To timebox it right away, switch to calendar view (
J) and drag the task onto your calendar at the time you’ll work on it. Sunsama adds the task to that day and creates a working session on your calendar. - Click the task and choose Add to today (or hover and press
S), pick another date, or add it to your backlog.
The task’s steps come along as Sunsama subtasks.
Filtering your view
Click Filter to narrow the list:
- Filter by imported: tasks you’ve already imported are hidden by default. Choose Include imported tasks to show them.
- Filter by completion: choose Include completed to show finished tasks.
Click Sort to sort by Due date (descending), Due date (ascending), or Importance, or go back to Default.
Interacting with imported tasks
An imported To Do task becomes a Sunsama task linked to the original. Click the Microsoft To Do icon on the task (or hover and press G) to open it in Microsoft To Do.
Updating the To Do task from Sunsama
Open the Sunsama task to see the To Do task inside it. Changes you make there are saved straight to Microsoft To Do. You can:
- Complete or reopen the task
- Change its importance
- Tick or untick steps, and add a step
- Set or change the reminder and the due date
- Change the start date, if the task has one
- Edit the note
Categories, repeat settings and attachments are shown but are changed in Microsoft To Do. Click the title to open the task there.
The Sunsama task works like a worksheet for the To Do task. Add notes, subtasks, time tracking and comments there without touching the task in Microsoft To Do.
Understanding synced fields
Completion is the only field that stays in sync, and only from Sunsama to Microsoft To Do: completing the task in Sunsama completes it in To Do, and un-completing it reopens it. See Automations.
Dates are not synced. The To Do due date isn’t linked to the Sunsama start date or due date, so change it from the preview inside the task.
Keep Microsoft To Do in sync via automations
Open the Microsoft To Do panel and click the Automations tab.
Completion automations
What actions should Sunsama take when you complete an imported task?
Complete in Microsoft To Do
Completing the task in Sunsama also completes it in Microsoft To Do, and un-completing it reopens it. On by default.
Task export to Microsoft To Do
Export a task to Microsoft To Do
Drag and drop a task into your Microsoft To Do panel to export it. This removes the task from Sunsama and creates a task in the list you’re viewing, with the title, notes, due date, and subtasks (as steps) carried over. Notes keep their basic formatting, such as bold, links, and lists.
Copy a task to Microsoft To Do
Hold ⌘ (Mac) or Ctrl (Windows) while you drag to copy the task instead. The task stays in Sunsama, linked to the new Microsoft To Do task, and the Microsoft To Do task has a link back to it.
To undo an export, press ⌘ Z (Mac) or Ctrl Z (Windows) within a minute. The first time you export, Sunsama also shows an Undo button.
Sunny and Autoplan
Sunny can read your Microsoft To Do tasks when you ask about them, for example “what’s due in To Do this week?”. Autoplan also looks at To Do when it drafts your day. To stop Autoplan from using it, open Integrations on the daily planning screen and turn Microsoft 365 off. This also stops Autoplan from using Outlook and Microsoft Planner.
Troubleshooting and FAQ
Open in Microsoft To Do link does not work
If you moved the task to another list in Microsoft To Do after importing it into Sunsama, the Open in Microsoft To Do link (or embedded preview) may stop working. Microsoft can assign a new task id when a task moves lists, while Sunsama still has the old id. Fix: remove the task from Sunsama and import it again from the Microsoft To Do panel.
My Day
Microsoft To Do’s API unfortunately has some limitations. We cannot see the “My Day” list or if a task belongs to it, for example, or move a task to “My Day”. That is one reason why we don’t show that list or allow automations with it.