Why should you connect your Microsoft To Do account to Briefmatic?
Briefmatic is all about helping you view and manage all your tasks from all your apps all in one place and helping you find and manage To Dos, as well as tasks assigned to you in MS Planner, is an important part of that.
Once connected, Briefmatic will import any To Dos (other than those marked as Done) and add them to your "To Do" list in Briefmatic. From there you can view, prioritise and manage these tasks against all your other work. Once you're done with a To Do task, just move it to Done in Briefmatic and the task will be marked as Done in Microsoft To Do to keep things nicely synced up.
How to connect Microsoft To Do to your Briefmatic account
To connect your MS To Do account to your Briefmatic account follow these steps;
Go to the Connections tab, click on the “Connect” button on the MS To Do card and follow the prompts to authorise the connection. Briefmatic requires this approval to be able to scan your MS To Do account to find open Tasks and create a two way sync between Briefmatic and MS To Do.
Once the connection is enabled the syncing process will begin in the background and this may take a few minutes to complete depending on the number of flagged emails you have.
How does the Microsoft To Do and Briefmatic connection work?
Action In Briefmatic | Result |
Moving a task from To Do to Done | Moving a task from To Do to Done marks the task as completed in Briefmatic and moves the task to Done in MS To Do |
Moving a task from Done to To Do or any In-Progress state | Moving a task back to To Do will mark the task as In Progress or To Do in Briefmatic and re open the task in MS To Do |
Marking a task as complete | Marking a task as complete will move the task to Done in Briefmatic and change the task to Done in MS To Do |
Marking a task as dismissed | Marking a task as dismissed will move the task to the dismissed folder (only visible in the List tab in Briefmatic), without making any changes to the task in MS To Do |
Adding a due date to a task | Displays the due date in the task in Briefmatic and adds a due date to the task in MS To Do |
Changing the task title or description | Changes the task title and description in Briefmatic but makes no changes to the task in MS To Do |