Microsoft To Do + Trainerize

Create tasks in Microsoft To-Do for new Trainerize clients

  1. When this happens

    Step 1: New Client

  2. Then do this

    Step 2: Create Task

Whenever you add a new client, you may wish to create a new task in Microsoft To-Do to follow up or check off a welcome checklist. Use this automation to create a follow-up task each time a client is added to Trainerize. You can also build on it by adding due dates or checklists to streamline the onboarding process for a new client.

Supported triggers and actions

What does this mean?
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About Microsoft To Do

Microsoft To Do is an intelligent task management app that makes it easy to plan and manage your day. With its intelligent Suggestions, To Do removes all the clutter and empowers you to focus on what's important, when it's important.

Related categories

  • Microsoft
  • Task Management

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