As organizations increasingly adopt Microsoft 365 services, and the platform’s wealth of programs from Teams and SharePoint to Word and Outlook, macOS users should consider converting to Microsoft To Do for all their task-tracking and reminder needs. Setting).With the Salesforce for Outlook plugin you can access Salesforce data, such as cases, contacts, chatter notifications without leaving your Outlook Inbox.It’s typically not a question whether you use a task management program but which app you use. Workaround If you are on Mac OS Big Sur 11x, a temporary workaround is to use OWA on Chrome or Safari (on Safari preferences, uncheck Prevent cross-site tracking. For help, contact your administrator.' error. Observe the 'We encountered a problem. Enter Salesforce credentials 5.The more you use the program, the more it helps. You want To Do to be almost immediately accessible to better encourage consistent use. And on your Mac, don’t just load To Do on macOS if you’re also running a Windows virtual machine–deploy To Do within the Windows install, too.The trick is for To Do tasks and reminders to be only a click away. Load Microsoft To Do on all your Apple devicesLoad and activate the To Do task management app on all your Apple devices (be sure to adopt Microsoft 365’s multifactor authentication). 2021 event: What business pros need to know (free PDF) (TechRepublic) 1.You can integrate both Planner activities and Outlook messages within To Do.Receive an email message requiring you follow up or perform another function? Flag the Outlook email. Tie into Planner and OutlookTake advantage of To Do’s ready integration with its potent Microsoft brethren. To Do permits grouping active responsibilities by labeling individual tasks as important, associating individual tasks with the current day and by setting due dates for each to do, or any combination of those three elements–use these capabilities.Working within the Planned view assists knocking out task according to due dates. Use the Important, My Day and Planned featuresResist the temptation to collect tasks within a flat list using To Do instead, use the simple but powerful combination of Important, My Day and Planned features ( Figure A). Within each group, you should create multiple lists to further organize tasks.For example, if you manage accounting and tax responsibilities for your firm, you might wish to create the following groups:Then, within the Taxes group, for example, creating the following lists can help organize various ongoing responsibilities into these separate categories:Thoughtfully separating work functions into dedicated categories best helps organize and coordinate each workday.
![]() Salesforce For Outlook On Mac OS Big SurBy default, Planner tasks appear within your Assigned To Me list within To Do, and any Planner tasks with a due date will also appear within your To Do Planned list.With all your responsibilities logged and tracked within To Do, you can spend less time managing and coordinating tasks and more time actually working and completing those responsibilities. Then, whenever your account is assigned a Planner activity (i.e., whenever you are listed within the Planner activity’s Assigned To Me field), you’ll receive a corresponding task within To Do. If you’ve associated your Microsoft 365 account with Planner, open To Do’s preferences, click the Connected Apps tab and check the box for Planner. Better yet, once you mark the To Do task as complete, the app clears the message’s corresponding flag within Outlook.You can also automate the creation of To Dos using Microsoft Planner. Once the Outlook message is converted to a task, you’re free to associate the newly created task within To Do using your groups and lists, while also adjusting the due date and importance, should you choose. If you don’t see Flagged Email, open To Do’s preferences, click the Connected Apps tab and check the box for Flagged Email. Excel for mac freeTo Do makes it easy–just be sure your department and coworkers are agreeable to the concept.To assign To Do tasks to others, click on the task you wish to assign to someone, then click the Assign To field ( Figure C) and specify the team member to whom you wish to assign the task. Departments already collaborating via those applications will find it no trouble furthering investments in these products by extending their workflow to permit assigning To Do tasks. Unfortunately, widespread COVID-19 pandemic-fueled work-from-home arrangements often make teamwork more challenging.Thankfully, Teams, SharePoint and Planner are well positioned to assist.
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