Microsoft To Do + Workboard

Create Workboard action items from new tasks in Microsoft To-Do

Manage and coordinate work more easily by using the integration to automatically move Microsoft To-Do tasks to Workboard as action items. Set priorities, shuffle things over the week, detail notes and add attachments. Route and share the action item or access it all on your mobile device.

When this happens...
New Task
Triggers when a new task is created.
TriggerScheduled
automatically do this!
Create Action Item
Create an action item in Workboard
ActionWrite

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Supported triggers and actions

What does this mean?

- List
  Leave empty to trigger on all lists.
Trigger
Scheduled
Try It
- List
  Leave empty to trigger on all lists.
Trigger
Scheduled
Try It
- TitleRequired
Action
Write
- ListRequired
- TaskRequired
Action
Write
- Api Docs Info
  API docs for Microsoft To Do are located here https://docs.microsoft.com/en-us/graph/api/resources/outlooktask?view=graph-rest-beta
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write

- ListRequired
  Leave empty to use the default list "Tasks".
- TitleRequired
  The title of the task.
- Include completed tasks?
  Choose whether to include "completed" tasks in your search results. If left blank, completed tasks will not be included.
- Note
- Due Date
  NOTE that the time portion is assumed to be midnight.
- Reminder Date
- Turn reminder on?
- Importance
Action
Search or write
- Workstream
  Please select workstream, tag or action. Only specify one. Selection will filter the comments coming from workstream/action items or action items containing tag
- Tag
  Please select workstream, tag or action. Only specify one. Selection will filter the comments coming from workstream/action items or action items containing tag
- Action item
  Please select workstream, tag or action. Only specify one. Selection will filter the comments coming from workstream/action items or action items containing tag
Trigger
Instant
Try It

- Team
  Workboard team that has access to goals
Trigger
Instant
Try It
New Workstream
Triggers when you select a workstream on Workboard and push it to your Zap.
Trigger
Instant
Try It
- Team
  Team if you want to create team workstream
- WorkStream NameRequired
- Workstream objectiveRequired
Action
Write
- MetricRequired
  Goal metric which you want to update in Workboard
- Metric DataRequired
  Metric data as per data type selected in Workboard
- Metric TypeRequired
  Metric type set in Workboard's goal
Action
Write

New List
Triggers when a new list is created.
Trigger
Scheduled
Try It
- List
  Leave empty to trigger on all lists.
Trigger
Scheduled
Try It
- TitleRequired
- List
  Leave empty to use the default list "Tasks".
- Note
- Due Date
  NOTE that the time portion is assumed to be midnight.
- Reminder Date
- Turn reminder on?
- Importance
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- ListRequired
- Title
  The title of the task.
- Include completed tasks?
  Choose whether to include "completed" tasks in your search results. If left blank, completed tasks will not be included.
Action
Search
New Action Item
Triggers when you select an action item on Workboard and push it to your Zap.
Trigger
Instant
Try It
- Goals by team
  Please select team or team goal or your goal. Specify only one
- Team
  Please select Workboard team or goal. Only specify one.
- Goals by me
  Please select team or team goal or your goal. Specify only one
Trigger
Instant
Try It
New Meeting
Triggers when you create a team meeting or 1on1 meeting on Workboard.
Trigger
Instant
Try It
- Team NameRequired
- Company NameRequired
Action
Write
- Workstream
  Workstream where you want to push this action item in Workboard
- DescriptionRequired
  Action item description
- Note
  Action item note
- Due date
  Target date for this action item
- Owner
  The action item owner
- Assignee
  The assignee of the action item
Action
Write

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.

Learn more

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About Workboard

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Microsoft To Do + Workboard

Create Workboard action items from new tasks in Microsoft To-Do

Completed Task

List

New Task

List

Create List

TitleRequired

Complete Task

ListRequired

TaskRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find or Create Task

ListRequired

TitleRequired

Include completed tasks?

Note

Due Date

Reminder Date

Turn reminder on?

Importance

New Comment in Action Item

Workstream

Tag

Action item

New Goal

Team

New Workstream

Create Workstream

Team

WorkStream NameRequired

Workstream objectiveRequired

Update Goal Metric

MetricRequired

Metric DataRequired

Metric TypeRequired

New List

Updated Task

List

Create Task

TitleRequired

List

Note

Due Date

Reminder Date

Turn reminder on?

Importance

App Extensions (Beta)

Owner

App ExtensionRequired

Find a Task

ListRequired

Title

Include completed tasks?

New Action Item

New Comment in Goal

Goals by team

Team

Goals by me

New Meeting

Create Team

Team NameRequired

Company NameRequired

Create Action Item

Workstream

DescriptionRequired

Note

Due date

Owner

Assignee

About Microsoft To Do

Related categories

Similar apps