Microsoft To Do + Workboard

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

When this happens
Step 1: New Task
Then do this
Step 2: Create Action Item

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.

How It Works

Create or choose a task in Microsoft To-Do
Zapier creates an action item in Workboard

What You Need

Microsoft To-Do account
Workboard account

Try this template

Supported triggers and actions

What does this mean?

Completed Task
Triggers when a task is completed.
Trigger
Scheduled
New List
Triggers when a new list is created.
Trigger
Scheduled
New Task
Triggers when a new task is created.
Trigger
Scheduled
Updated Task
Triggers when a task is updated.
Trigger
Scheduled
Create List
Creates a new list.
Action
Write

Create Task
Creates a new task.
Action
Write
Complete Task
Marks a task as complete.
Action
Write

Find a Task
Search for a Task.
Action
Search

Microsoft To Do
Finds a task by title, or creates one if none is found.
Scheduled
Action
Workboard
Triggers when you select an action item on Workboard and push it to your Zap.
Instant
Trigger
Workboard
Triggers when a new comment is added in action item
Instant
Trigger
Workboard
Triggers when a new comment is added in a goal
Instant
Trigger
Workboard
Triggers when you select a goal on Workboard and push it to your Zap.
Instant
Trigger
Workboard
Triggers when you create a team meeting or 1on1 meeting on Workboard.
Instant
Trigger
Workboard
Triggers when you select a workstream on Workboard and push it to your Zap.
Instant
Trigger
Workboard
Creates a new team
Scheduled
Action
Workboard
Creates a new Workstream
Scheduled
Action
Workboard
Create an action item in Workboard
Scheduled
Action
Workboard
Update a metrics assigned to a goal in Workboard
Scheduled
Action

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.