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Note: The instructions and imaged below may change overtime as Microsoft introduces updates. However, the core content will remain the same.

Microsoft offers a “My Day” view, which allows users to view their tasks and To Do’s for the day

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Choose your version for instructions

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titleManage All Tasks

To view and manage your tasks, select image-20240228-131432.png To Do at the bottom or side of the navigation pane.

The To Do page includes four default tasks lists, plus optional tasks lists and any tasks lists that you create.

  • My Day is a Smart List that can help you track the tasks that you want to get done today. It's empty at the start of each day by default, so that you can organize your day by adding tasks to it. You add existing tasks to My Day by right-clicking a task and choosing Add to My Day, or by dragging a task from any other tasks list to My Day. Tasks that appear in My Day are kept in their original list.

    Note: My Day is cleared at midnight every night. Tasks that appear in My Day are stored in other tasks lists, so they aren't deleted when My Day is cleared.

    • Suggestions are tasks that aren't completed that you might want to add to My Day. To see suggested tasks, go to My Day, then select Suggestions at the top of the page. Select the plus sign (+) next to a task to add it to My Day. Select Done to close Suggestions and return to My Day. Suggestions includes tasks that are due today or in the future, are overdue, were previously moved to My Day but not completed, or that might be relevant to start working on.

  • Important is a Smart List that includes tasks that you've marked as important. You can mark a task as important by right-clicking it and selecting Mark as important, or by selecting the star icon next to it.

  • Planned is a Smart List that includes tasks that have a reminder or due date and have not been marked as complete. Tasks that you create with a reminder or due date will automatically appear in this list. The only way to add tasks to this list is to assign a reminder or due date to an existing task.

  • Tasks is the list where new tasks are stored by default.

  • Flagged Email is an optional list. When on, messages that you've flagged in Mail are copied to the Flagged Email list as tasks. You can turn the Flagged Email list on or off by going to Tasks, then selecting Settings at the top of the page, going to Connections and using the slider to turn the Flagged Email list on or off.

You can add new tasks by selecting a tasks list, then choosing the plus sign next to Add a task and entering a description of your task. If you add a task to a Smart List, the task will be saved in Tasks and linked to the Smart List you were in when you created it.

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Note: You can't create new tasks in Planned. To add a task to Planned, add a reminder or due date to an existing or new task.

Select a task in any list to see all of the available options for that task. You can do things like add additional steps, add them to My Day, make them repeating, add a due date or reminder, and add a note.

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titleDrag a Message to Create a Task

Use the My Day pane to create a task from a message.

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Note: The My Day pane is a new feature that might not yet be available in your account. If this is not available, Microsoft will roll it out in the future.

  1. Go to Outlook.

  2. Open the My Day pane by selecting image-20240228-132138.pngImage Added My Day on the toolbar at the top of the page.

  3. Find the message that you want to create a task from in the message list.

  4. Select and drag the message to the To Do tab in the My Day pane.

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titleDrag a task to add it to your calendar

Use the My Day pane to create an event in your calendar from a task.

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Note: The My Day pane is a new feature that might not yet be available in your account.

  1. Go to Calendar in Outlook.

  2. Open the My Day pane by selecting My Day on the toolbar at the top of the page.

  3. Find the task that you want to create a calendar event from.

  4. Select and drag the task to when you want it on your calendar.

You can also drag an Email to your Calendar icon in the Navigation Pane.

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titleAttach a file to a task

You can add one or more files to a task.

  1. Select To Do at the bottom of the navigation pane.

  2. Select the task you want to add a file to.

  3. Choose Add a file from the task details pane.

  4. Browse to and select the file you want to add.

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Note: You can attach more than one file to a task, but can add them only one at a time.

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titleShare a task list

You can't share individual tasks, but you can share tasks lists that you create.

  • Go to To Do.

  • Right-click the tasks list you want to share and select Share list.

Share tasks listImage Added
  • Select Create invitation link.

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  • Select Copy link.

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  • Go to Mail and create a new message. Address it to the people you want to share the list with, paste the link in the body of the message and add any information you want, then send the message.

Note: You can send the link to anyone, but only people who have a Microsoft account will be able to connect to the shared list.

After you've shared a tasks list, you can right-click it and select Sharing options to get the invitation link again. Select Sharing options then More options to stop sharing the list, or prevent people who haven't already joined the list from joining.

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Tip: You can identify shared lists by the shared icon.

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titleCreating and Managing Task Lists

In addition to the default tasks lists, you can create and manage lists to organize your tasks into.

  • Create a new tasks list.

    1. Select New list in the navigation pane.

Create new Tasks listImage Added

b. Enter a name for your new list.

c. Press Enter to save your new list.

  • Right-click a list in the navigation pane to Share, Duplicate, or Delete it.

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  • Select a list, then select the more actions icon in the task window to access list options such as Rename list, Change theme, or Hide completed tasks.

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titleWhat else do I need to know about?

Settings for To Do are on their own page. From the To Do page, select Settings at the top of the page to see all options for To Do.

You can switch back to the classic Tasks by selecting The new Tasks toggle at the top of the To Do page.

If you've switched to classic Tasks, you can switch back by selecting the Try the beta toggle at the top of the Tasks page.