Crafting Seamless Workflows: IFTTT for Task Management

Crafting Seamless Workflows: IFTTT for Task Management

Richard Lv13

Crafting Seamless Workflows: IFTTT for Task Management

Microsoft To Do is a handy personal task management tool. But have you ever tried automating it to boost your productivity even further? IFTTT—“If This Then That” is a no-code tool for task automation. Using IFTTT, you can automate task creation, completion, or cross-scheduling in Microsoft To Do.

Ready to stop your daily manual rinse and repeat on Microsoft To Do? Here’s how to go about it.

Automating Email Notifications for New Microsoft To Do Tasks

You’ll use an IFTTT Applet to automate email notifications to designated email addresses whenever a task is created in Microsoft To Do. This Applet will use a chain of two Actions:

  • The initial Action will create a new task whenever you add an event to Google Calendar.
  • The second Action will send a task creation notification email to designated recipients.

At least, you’ll need an IFTTT Pro subscription of $2.5/month to add more than one Action to an Applet.

Now let’s go through a creative way to use Microsoft To Do productively . To begin, log into your IFTTT account or create an account on the IFTTT website if you’ve not already done so. You can also do this via the mobile app on Android or iOS. The steps are similar across platforms.

Then follow these steps:

  1. From your IFTTT dashboard, click Create at the top-right.
    IFTTT dashboard

  2. Click Add to the right of the If This banner.
    If This Then That IFTTT

  3. Type “Google Calendar” in the search bar and click the Google Calendar banner once it appears.
    Applet creation page IFTTT

  4. From the list of triggers, select New event added.
    Trigger list in IFTTT

  5. If prompted, click Connect and follow the onscreen prompt to link your IFTTT account to your Google account.
    Connection page IFTTT

  6. Next, click Create trigger.
    Trigger creation page IFTTT

  7. Click the Then That banner. Next, type “To Do” in the search bar. Select Microsoft To Do when you see it.
    New to do search IFTTT

  8. Click Create task in task list. IFTTT will add your Microsoft To Do account by default**.**
    Trigger list to do add task to list

  9. You can click Add new account to switch Microsoft accounts.

  10. From the Which task list? dropdown, select the task list that will receive the calendar trigger

  11. The Task body field contains the ingredients included in the created task; this is the task description. The ingredients are highlighted in gray. You can leave this as default or remove what you don’t want to include in your task details.
    Task body IFTTT To Do Action

  12. Click Create action.
    IFTTT action final level scroll

  13. Next, click the cross icon (+) below the Then banner.
    Applet creation for to do ifttt

  14. Type Gmail in the search bar. Click Gmail from the result.
    Gmail search in IFTTT

  15. Select Send an email.
    Trigger list for Gmail IFTTT

  16. Type the email addresses of the people you want to notify in the To address field. If tagging more than one email address, separate each with a comma. To tag more people, type their email addresses in the CC address and BCC address fields as required. These serve the purpose of CC and BCC in regular emails .
    More action IFTTT

  17. Leave the other fields as they are. Then scroll down and click Create action.

  18. Click Continue.

  19. Finally, click Finish to activate your Applet.
    Applet creation menu final

The created Applet is now running on your IFTTT account. Whenever you add a Google Calendar event, it writes that task to your Microsoft To Do list and emails the listed addresses with the details of the task. This is a great Google Calendar tip to boost productivity .

How to Use IFTTT for Task Replication in Microsoft To Do

You can cross-schedule tasks from another task management app like Asana, Trello, or Clickup on Microsoft To Do.

The Applet below will create a new task on Microsoft To Do whenever a new task is assigned to you from your organization on Asana:

  1. Go to Create at the top-right and click the If This banner.
    If This Then That IFTTT

  2. Type “Asana” in the search box and click Asana.
    Asana search result IFTTT

  3. Click New task assigned to you in a project. Click Connect if prompted and follow the onscreen instructions to link IFTTT with Asana.
    Asana triggers

  4. Select your Asana account and organization’s workspace. Specify the project you want to track by pasting its URL in the Project name or URL box.

  5. Click Create trigger.
    Trigger page for Asana on IFTTT

  6. Click the Then That banner.
    IFTTT Applet creation Page for To Do

  7. Type “Microsoft” in the search box and select Microsoft To Do when it appears.
    To Do in IFTTT search result

  8. Click Create task in task list.
    IFTTT action page for To Do

  9. Select the target Microsoft to Do task list from the Which task list? dropdown.
    IFTTT action creation page

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  10. Scroll down and click Create action.
    IFTTT action creation page for To Do

  11. Click Continue.
    Applet creation on IFTTT final steps

  12. Finally, click Finish to deploy your Applet.
    Asana and Microsoft To Do Applet final step

Once deployed, your Applet will execute the Asana-Microsoft To Do workflow accordingly. This can be a helpful Asana hack to boost your productivity .

How to Automate Task Completion Using IFTTT

Using a different IFTTT Applet, you can automatically email people once you complete a task from the ones added to Microsoft To Do.

You only need to ensure you track the same task list as done above in this new Applet. Here’s how to go about it:

  1. From your IFTTT dashboard, click Create and click the If This banner.
  2. Next, type “To Do” in the search bar and select Microsoft To Do when you see it.
  3. On the following page, click the Task in list completed trigger.
    Microsoft To Do IFTTT trigger list
  4. Ensure you set the Which task list? dropdown to the task list used when automating task creation in the previous sections. For instance, if you’re automating new task creation on “Example task,” select this same task for the Trigger.
    IFTTT trigger creation page Glarysoft File Recovery Pro Annually - Helps to recover your lost file/data, even permanently deleted data.
  5. Click the Then That banner and type “Gmail”in the search bar. Select Gmail when seen.
    Service selection page for action IFTTT-1
  6. Click Send an email. Next, fill in the email address fields on the following page accordingly, separating the email addresses by a comma.
    Depending on your workflow, these could also be the emails you notified when creating the task.
  7. Leave the other fields as they are. Then click Create action.
    Task creation page in IFTTT Allavsoft Batch Download Online Videos, Music Offline to MP4, MP3, MOV, etc format
  8. Click Continue.
    Applet creation page on IFTTT EmEditor Professional (Lifetime License, non-store app)
  9. Finally, click Finish to activate your Microsoft To Do task completion Applet.
    IFTTT trigger creation page To Do task completion sample

Whenever you complete the specified task in Microsoft To Do, your IFTTT Applet will send an email notification to the listed addresses that you’ve completed it.

Besides these examples we’ve provided above, IFTTT also has public Microsoft To Do Applets you can use freely. Feel free to explore these on IFTTT ‘s Microsoft To Do public Applets page.

Automate Microsoft To Do Without Limitations

IFTTT features over 700 services for automation. The only little limitation with it is that some triggers might be unsupported or not yet available. Despite this limitation, you can still link Applet units creatively to achieve your automation goal.

Ready to stop your daily manual rinse and repeat on Microsoft To Do? Here’s how to go about it.

  • Title: Crafting Seamless Workflows: IFTTT for Task Management
  • Author: Richard
  • Created at : 2024-08-16 01:23:01
  • Updated at : 2024-08-17 01:23:01
  • Link: https://win11-tips.techidaily.com/crafting-seamless-workflows-ifttt-for-task-management/
  • License: This work is licensed under CC BY-NC-SA 4.0.