Microsoft To Do Integration

Installation

Go to Microsoft To Do integration settings at Settings > Microsoft To Do integration, or open Microsoft To Do in the right hand panel of your workspace to connect your Microsoft account(s) to Sunsama. Once in your settings page, click "Add Microsoft To Do account".

To add multiple Microsoft To Do accounts, return to this settings page and click "Add Microsoft To Do account" again.

Browsing and importing tasks

Open Microsoft To Do in the right hand panel to use the integration

Changing Microsoft To Do account

If you have multiple Microsoft To Do accounts connected, switch between them by clicking on the the avatar/profile icon in the top right corner of the integration panel, and selecting another account.

Viewing lists

Click on the list title at the top of the panel (usually "Tasks") to view different lists. You can also type in the “List:“ search box to find a specific list.

Once a list is selected, all of the tasks within that list appear below in order as they would appear in Microsoft To Do.

Viewing task details

Sunsama provides some of the details of a given task as you have created it in Microsoft To Do. Simply click on a given task to view details such as details and due date, steps, or categories.

Importing tasks

When you are ready to commit to working on a certain Microsoft To Do task, you can pull it into your plan in Sunsama. There are three ways to pull an Microsoft To Do task into Sunsama:

• Drag and drop the task from the Microsoft To Do panel into your Sunsama task list.
• To timebox the task directly, switch to calendar view (keyboard shortcut tab and drag and drop the Microsoft To Do task directly onto your Sunsama calendar at the time you plan to work on it. This will add the task to that day in Sunsama and create a working session on your calendar.)
• Click on the task in the Microsoft To Do panel and click “Add to today” (or hover and hit S) or select a specific date for the task.

Filtering your view

If you have a lot of tasks inside Microsoft To Do, it can be helpful to filter down to your most relevant tasks.

Under the “Filter” dropdown, you can filter and display your tasks several ways:

Including or excluding imported tasks

• If you want to see Microsoft To Do that have been previously pulled into Sunsama, click the option which says “Include imported tasks”.

Filter by completion

• If you want to see completed Microsoft To Do, click the option which says "Include completed".

Sort by due date or importance

• Click the Sort button to optionally sort by due date or importance.

Interacting with imported tasks

Once a Microsoft To Do task is imported into Sunsama, it becomes a Sunsama task, with an embedded Microsoft To Do task. You can tell which tasks are imported from Microsoft To Do via the Microsoft To Do icon on the card. Clicking on this icon (or hovering over the task and hitting G) will bring you to the task in Microsoft To Do.

Click on a Sunsama task that's linked to Microsoft To Do to see a preview of your Microsoft To Do task embedded inside the Sunsama task.

Keep Microsoft To Do in sync via automations

Completion automations

Completion automations control how Sunsama updates your Microsoft To Do tasks, inside Microsoft To Do, when you check off an imported task inside Sunsama. The automations you select will apply to tasks in all of your projects.

Complete in Microsoft To Do

If toggled on, the task will be marked as complete in Microsoft To Do when you check off the task in Sunsama.

👍

Automations with multiple Microsoft To Do accounts

If you have connected more than one Microsoft To Do account for the integration, know that the automations you configure are specific to each Microsoft To Do account. This way you can have different automations for your multiple Microsoft To Do accounts.

Troubleshooting and FAQ

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.